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.
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 Assurance Trust Form
Trust Deed form for employers that can be completed on-screen