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.

Individual Protection

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).

DOWNLOAD Updated 01 Aug 19
Deed of assignment

Our Deed of Assignment document.

Download Updated 01 Aug 19
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.

DOWNLOAD Updated 31 Jul 19
Bare Trust form - joint life

Discover more about Bare Trusts for joint life policies - from definitions to the trust provisions and the declaration of trust.

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.

DOWNLOAD Updated 31 Jul 19
Expression of Wishes form

Use this form to document who should receive the monies from your client's Trust Fund.

Download Updated 01 Aug 19
Bare Trust form - single life

Discover more about Bare Trusts for single life policies - from definitions to the trust provisions and the declaration of trust.

Guide to Trusts

This guide explains how trusts work for AIG policies.

Download Updated 01 Aug 19

Business Protection

Flexible Business Trust Form

Discover more about Flexible Business Trusts and how they could be the right option for your clients' businesses.

Download Updated 01 Aug 19
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.

DOWNLOAD Updated 01 Aug 19
Relevant Life Insurance - Discretionary trust

A discretionary trust document for use with Relevant Life insurance.

Download Updated 01 Aug 19
Relevant Life Insurance - Expression of wishes form

Relevant Life Insurance Expression of Wishes form.

Download Updated 01 Aug 19
Deed of assignment

Our Deed of Assignment document.

Download Updated 01 Aug 19
Trusts for Business - Guide

This guide explains how trusts work for AIG's Business Protection policies.

Download Updated 01 Aug 19

Group Protection

Master Trust deed

A document about AIG Group Protection Master Trust deed.

Download Updated 31 Mar 19
Master Trust FAQs

This document provides a list of questions and answers about trusts.

Download Updated 31 Mar 19
Excepted Group Life trust

This is an expected trust document with AIG Group Protection.

Download Updated 31 Mar 19
How to complete the Excepted Group Life trust document

This guide explains how to complete the Excepted Group Life trust.

Download Updated 31 Mar 19

Writing into trusts, online

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.