FOR ADVISERS ONLY

Trust literature

All our trust related literature in one place.

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

Business trust

Deed of appointment

Gift trust - bare

Gift trust - discretionary

Relevant Life plan

Specimen cross option agreement

Split trust - bare

Split trust - discretionary

Supplementary forms

General

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Last updated: 29 Aug 2018

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.