Literature for Advisers
Access all the literature to help you and your clients in one handy and easy to use place. Use the tabs below.
Deed of appointment document
This document is to be used to enable Additional Trustees to be appointed and for Trustees to retire (or be removed).
Discretionary Trust form - joint life
Discover more about Discretionary Trusts for a joint life policy and how they could be the right option for your client.
Discretionary Trust form - single life
Discover more about Discretionary Trusts for a single life policy and how they could be the right option for your client.
Expression of Wishes form
Use this form to document who should receive the monies from your client's Trust Fund.
Flexible Business Trust Form
Discover more about Flexible Business Trusts and how they could be the right option for your clients' businesses.
Business Protection - option agreement
This document can be used to manage the business interests of your client's Shareholders/Partners in the event of a critical illness/death.
Relevant Life Insurance - Discretionary trust
A discretionary trust document for use with Relevant Life insurance.
Master Trust deed
A document about AIG Group Protection Master Trust deed.
Master Trust FAQs
This document provides a list of questions and answers about trusts.
Excepted Group Life trust
This is an expected trust document with AIG Group Protection.
Writing into trusts, online
Individual & Business Protection
Our online application system includes online trust forms.
- Navigate to trusts by clicking ‘Trust Forms (optional)’ in the right-hand column.
- Once your client has read and agreed to the terms of the Trust, you can then continue to complete the trust details online.
If you are writing a business protection or Relevant Life Insurance case into trust, you can also do it online. You will only need to complete a paper trust form if you decide the cover needs to be written into a business trust after it has been activated.
AIG will not need to see the trust deed before the plan goes on-risk, but you must confirm whether a trust deed has been completed. We will only need to see the original trust deed when a claim is made.