Prudential Trust and Application Form Tool
This tool can help save you time by highlighting the correct Trust form to be completed in conjunction with the appropriate application form for Prudential's and Prudential International's investment bonds.
In addition, the Tool provides useful information to help you complete the forms. Although it does not specify each section of the forms to be filled in, it provides you with helpful tips and pointers on how to complete the main areas correctly, together with details of any other forms to be used.
How to use the Tool
From the drop down menu on the right hand side of the highlighted rows on the Tool spreadsheet, input the:
- Type of bond - onshore or Prudential International
- Bond / Plan name
- Trust
- Type of Trust
- Type of Settlor
The Tool will then highlight the correct application form and Trust form that you need to complete, including the reference number for each form.
| Launch the Tool |
| (this will open the Microsoft Excel spreadsheet tool) |
Terms of Use
1. In the Terms of Use 'The Software' means all software (excluding Microsoft Excel) and other materials contained within the Tool.
2. Microsoft Excel is a registered trademark of the Microsoft Corporation.
3. Copyright and all other intellectual property rights in respect of The Software is, and shall remain at all times, in the ownership of Prudential.
4. The Software shall be for your own use and shall not be given, sold, loaned to or allowed to be used by any person not employed by or contracted to you.
5. You may make one copy of The Software for security back up purposes. These conditions shall apply to any copy made.
6. You must not decompile, reverse engineer or otherwise tamper with The Software contained within the Tool.
7. We may, from time to time, issue amended or updated versions of The Software. Should this occur, this will then become the current version of The Software at any time.
8. Prior to release of this tool, we have carried out virus checks using up-to-date virus-checking software. We do however recommend that you carry out such checks as you consider appropriate prior to using this Tool. We cannot be held responsible for any loss or damage caused by the continued presence of a virus which has not been detected by the virus checking software.
9. The Software has been prepared in accordance with our understanding of the Guidelines of the Financial Services Authority and current HM Revenue & Customs legislation and practice, as at October 2011, all of which is liable to change without notice.
10. We have applied care and skill to produce The Software to a professional standard. However, we cannot guarantee that The Software is free of errors or omissions, nor can liability be accepted for any losses, howsoever incurred, arising from the use of The Software.
