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.