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Home  >  Estate Planning  >  Loan Trust  >  Offshore Supporting Forms

Offshore Supporting Forms

The files are in PDF format (right click the link and select 'save target as' to save the PDF to your computer).

Item Code B&W (size) Colour (size)
Assignment of policy to existing trust IHTF10078.PDF view (137k) view (142k)
Assignment to beneficiaries IHTF10077.PDF N/A view (161k)
Loan Trust Transaction Record IHTM10060.PDF N/A view (63k)
Statement of Wishes INVM10972.PDF N/A view (37.5k)
For UK Adviser Use Only - Not Approved For Use With Clients