https://www.aiglife.co.uk/intermediaries/literature/trust-documentation Individual Protection from AIG
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Trust documentation

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Guide to trusts

Guide
DOWNLOAD
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Bare Trust form

Form
DOWNLOAD
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Discretionary Split Trust Form

Form
DOWNLOAD
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Business Protection - guide to trusts

Guide
DOWNLOAD
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Discretionary Trust form

Form
DOWNLOAD
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Expression of wishes form

Form
DOWNLOAD
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Care Cover with Whole of Life Insurance - Split Trust form

Form
DOWNLOAD
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Business Protection - Trust document

Form
DOWNLOAD
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Relevant Life Discretionary Trust

Form
DOWNLOAD
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Business Protection - double and single option agreement

Form
DOWNLOAD
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Relevant Life Insurance - Expression of wishes form

Form
DOWNLOAD
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Deed of Assignment

DOWNLOAD

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.

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Tuesday 26th June, 3pm

Later Life Care - *Qualifies for CPD*

Understand how Care Cover with Whole of Life Insurance can help plan for future care costs.