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

Bare Trust Form

Discover more about Bare Trusts and how they could be the right option for your client.

Download Updated 30 Jun 16
Split Trust Form

Discover more about Split Trusts and how they could be the right option for your client.

Download Updated 30 Jun 16
Discretionary Trust Form

Discover more about Discretionary Trusts and how they could be the right option for your client.

Download Updated 30 Jun 16
Expression of Wishes form

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

Download Updated 30 Apr 16
Guide to Trusts

This guide explains how trusts work for AIG policies.

Download Updated 30 Apr 17

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 31 May 16
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.

Download Updated 01 Mar 15
Relevant Life Insurance - Discretionary trust

A discretionary trust document for use with Relevant Life insurance.

Download Updated 30 Jun 16
Relevant Life Insurance - Expression of wishes form

Relevant Life Insurance Expression of Wishes form.

Download Updated 01 Dec 15
Trusts for Business - Guide

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

Download Updated 31 Jul 15

Employee Benefits

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