Your browser is not supported.

To get the best experience when using this site, please update to the most recent version.

For Advisers only

Skip to content

For Advisers only

Trust literature

All our trust related literature in one place.

Business trust

Deed of appointment

Gift trust-discretionary

Gift trust - discretionary (A P9 PD 0002) (PDF)

Relevant Life plan

Specimen cross option agreement

Split trust-bare

Supplementary forms

Change of plan number form (P9B0054) (PDF)
Deed of assignment (P8B0040) (PDF)
Letter of wishes (P6LT0011) (PDF)

Order hard copies

If you would like to order hard copies, go to our Protection literature library.

Browse our literature library