Offshore Open Bond Downloads

These documents are in PDF format.

General

• Brochure
• Key Features
• Application
• Source of Wealth guide
• Investment Booklet
• Permitted funds including - FTSE 100 Shares
• Investment (Buy/sell form)
• Investment Agreement side letter
• Tax Guide
• Bond Charges leaflet
• Investor protection leaflet
• Policy Document

Trusts

Discretionary Discounted Gift Trust (DGT)

• Trust Deed
• Key Features and benefits
• Technical guide
• Medical Questionnaire

Discretionary Gift Trust

• Trust Deed
• Key Features and benefits
• Technical guide

Discretionary Loan Trust

• Trust Deed
• Key Features and benefits
• Technical guide
• Loan agreement
• Loan acknowledgement
• Loan request for repayment
• Loan receipt of repayment

General

• Which trust to use?
• Deed of appointment of new trustee
• Deed of removal of a trustee

 

To find out more about how you or your high net worth clients could benefit from our range of individually tailored products, call us on 0870 7566696.