Useful literature - Individuals & employers
Here you will find all of our key pieces of literature. You’ll find all of our Key Facts documents along with specific guides to our products and services.
Individual Protection
Trust Forms
Bare Trust Form
Discover more about Bare Trusts and how they could be the right option for your client.
Split Trust Form
Discover more about Split Trusts and how they could be the right option for your client.
Discretionary Trust Form
Discover more about Discretionary Trusts 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.
Trust Guides
Guide to Trusts
This guide explains how trusts work for AIG policies.
Business Protection
Trust Forms
Flexible Business Trust Form
Discover more about Flexible Business Trusts and how they could be the right option for your clients' businesses.
Option Agreement Form
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.
Relevant Life Insurance - Expression of wishes form
Relevant Life Insurance Expression of Wishes form.
Trust Guides
Trusts for Business - Guide
This guide explains how trusts work for AIG's Business Protection policies.
Employee Benefits
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.
How to complete the Excepted Group Life trust document
This guide explains how to complete the Excepted Group Life trust.