Deed of Assignment of a life assurance policy
|
|
- Laurence Matthews
- 8 years ago
- Views:
Transcription
1 Deed Assignment Deed Assignment a life assurance policy Do not use this form if the policy is in trust. This deed may be used for policies issued by: Canada Life Limited Canada Life International Limited CLI Institutional Limited Canada Life International Assurance Limited The purpose this deed is to absolutely transfer ownership a policy. This deed is provided as a draft to be considered by you and your pressional adviser. We can accept no responsibility for the tax or any other consequences arising out you executing this deed, or for ensuring that the deed meets with your requirements. Please note: For Canada Life Limited policies you must ensure that you also complete the relevant self-certification form. For Canada Life International Limited, CLI Institutional Limited and Canada Life International Assurance Limited policies you must complete the relevant data capture form. These forms are available from our website Notes The assignment a policy does not change the life (or lives) assured. Therefore, if a policy on the life X is assigned to Y, the policy proceeds will still be payable on the death X, not Y. Assignor(s) the current owner(s) the policy(ies) being assigned. Assignee(s) the new owner(s) the policy(ies) being assigned. Where the policy is held in joint names X and Y and is being assigned into the sole name X, X must sign the deed as both an assignor and the assignee. Y only signs as an assignor. Where the policy is subject to a prior charge (that is) previously assigned to a bank or building society, the previous assignment will take priority over this assignment.
2 Please complete in BLOCK CAPITALS and tick small boxes where appropriate In this deed the singular includes the plural and the masculine includes the feminine (and vice versa) where the context so admits. Deed Assignment This Deed is made on the D D / M M / Y Y Y Y You must date this deed using the date that the last person signs BY The Assignor(s) named below in Part 1 and the Assignee(s) named below in Part 2. WHEREAS 1. The Assignor(s) is/are the owner(s) the policy ( the Policy ) shown in the schedule below. 2. The Assignor(s) would like to assign the benefits the Policy to the Assignee(s). NOW THIS DEED WITNESSES 1. The Assignor(s) assigns all monies payable and all benefits under the Policy to the Assignee(s) absolutely. Schedule Canada Life Limited Please tick as appropriate Canada Life International Limited CLI Institutional Limited Canada Life International Assurance Limited Policy number Policy date D D / M M / Y Y Y Y Segment numbers Part 1 The Assignor(s) between (full name Assignor(s)) (address) Part 2 The Assignee(s) between Nationality Nationality (full name Assignee(s)) Date birth D D / M M / Y Y Y Y Date birth D D / M M / Y Y Y Y (address) 2
3 Please complete in BLOCK CAPITALS We certify that: This instrument falls within Category L in the Schedule to the Stamp Duty (Exempt Instruments) Regulations Data protection notice All parties confirm that they have read the Data Protection Notice on page 5 and are satisfied that their personal information will be handled appropriately in accordance with this statement. Signatures In witness the parties have executed this deed on the day and year mentioned above. Signed and delivered as a deed by the Assignor Print name Assignor Signature Assignor In the presence Address witness Signed and delivered as a deed by the Assignor Print name Assignor Signature Assignor In the presence Address witness 3
4 Please complete in BLOCK CAPITALS Signed and delivered as a deed by the Assignee Print name Assignee Signature Assignee In the presence Address witness Signed and delivered as a deed by the Assignee Print name Assignee Signature Assignee In the presence Address witness To protect you and us from financial crime, we need to verify the identity all owners, including newly appointed trustees. To assist us, we will require documents sufficient to verify the identity and address all owners and appointed trustees. In the absence such documents, we may use credit reference agency searches to verify the identity and address. Please note this will not affect anyone s credit rating. We reserve the right to ask for further documents to confirm your identity. 4
5 Data Protection Notice Any personal information you may provide to Canada Life International Limited (CLI) or CLI Institutional Limited (CLII) as data controller will be treated in accordance with the Isle Man Data Protection Act Any personal information that you may provide to Canada Life International Assurance Limited (CLIA) as data controller will be treated in accordance with the Data Protection Acts 1998 and Any personal information that you may provide to Canada Life Limited (CLL) as data controller will be treated in accordance with the Data Protection Act (CLL, CLI, CLII & CLIA together will be defined as the Company in the remainder this statement). By signing this form you consent to the Company using and sharing your personal information as set out in this notice including, without limitation, the processing personal sensitive data. If submitting personal information about another person, by signing this form you confirm that you have their consent to provide such information to the Company and for their information to be used as set out in this notice. Using personal information The Company uses personal information to undertake any activity relating to its policies, products and services and, where relevant, to process applications, set-up and administer policies, products and services and handle any claims. Sharing personal information The Company may share personal information: with other Canada Life companies including those outside the European Economic Area; its relevant reassurers; with other companies, organisations and associations and/or credit reference agencies in order to prevent, detect or investigate financial crime or fraud; with approved service providers including providers medical services and opinions; with any regulators with competent jurisdiction; with credit reference agencies; with relevant industry bodies such as the Association International Life Offices, if applicable; with any applicable Financial Services Ombudsman Scheme or Supervisor; and in any circumstances if permitted or required to do so by law or if the Company has consent to do so. Where the information is being released to any the above, the Company may use electronic communications. Relevant industry bodies may share information about you collected by other insurances companies with the Company. The Company will not use your information to advise you other products and services fered by third parties or companies within the Canada Life marketing group. Accessing personal information A person whose personal information is held by the Company has various rights including the right to: have any incorrect personal information corrected; and/or access the personal information the Company holds for which a fee may be charged. To do so and/or if you need more information, please contact the Company. Requests and queries should be addressed to each company as appropriate: Canada Life International Limited Canada Life House Isle Man Business Park Douglas Isle Man IM2 2QJ CLI Institutional Limited Canada Life House Isle Man Business Park Douglas Isle Man IM2 2QJ Canada Life International Assurance Limited Irish Life Centre Lower Abbey Street Dublin 1 Canada Life Limited Canada Life Place Potters Bar Hertfordshire EN6 5BA 5
6 Canada Life Limited, registered in England no Registered fice: Canada Life Place, Potters Bar, Hertfordshire EN6 5BA. Telephone: Fax: Member the Association British Insurers. Canada Life International Limited, registered in the Isle Man no Registered fice: Canada Life House, Isle Man Business Park, Douglas, Isle Man IM2 2QJ. Telephone: +44 (0) Fax: +44 (0) Member the Association International Life Offices. CLI Institutional Limited, registered in the Isle Man no C. Registered fice: Canada Life House, Isle Man Business Park, Douglas, Isle Man IM2 2QJ. Telephone: +44 (0) Fax: +44 (0) Member the Association International Life Offices. Canada Life International Assurance Limited, registered in Ireland no Registered fice: Irish Life Centre, Lower Abbey Street, Dublin 1. Telephone: Member the Association International Life Offices. Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Canada Life International Limited and CLI Institutional Limited are Isle Man registered companies authorised and regulated by the Isle Man Insurance and Pensions Authority. Canada Life International Assurance Limited is authorised and regulated by the Central Bank Ireland. CTU9 614R(C)
Deed of appointment of new trustee(s)
Deed of appointment of new trustee(s) IOM4 Deed of appointment of new trustee(s) Incorporating the retirement of existing trustee(s) Please note that this document is provided as a draft for the consideration
More informationGuide to paying your professional adviser Estate planning
Guide to paying your professional adviser Estate planning Introduction This guide is to help explain the ways in which you or the trustees can ask Canada Life to deduct money from its range of estate planning
More informationBare Gift and Loan Trust Deed and Loan Agreement
This trust deed and loan agreement may be used for policies issued by: Canada Life Limited Canada Life International Limited CLI Institutional Limited Canada Life International Assurance Limited Bare Gift
More informationDiscounted Trust Account
Discounted Trust Account Discounted Trust Account Bare Trust This deed is provided as a draft to be considered by you and your pressional adviser. We can accept no responsibility for the tax or any other
More informationPolicy Provisions. CanProtect Whole of Life Plan. Offshore protection solutions designed for you
Policy Provisions CanProtect Whole of Life Plan Offshore protection solutions designed for you CanProtect Whole of Life Plan Policy Provisions Version 1 Page 2 of 8 Contents Sections Page number 1. Introduction.....................................................
More informationGroup Life Assurance. Change of Policyholder Introduction. Trust and policy details
Change of Policyholder Introduction This form allows you to change the policyholder(s)/trustee(s) for a Group Life Assurance Policy for death in service benefits where the scheme only provides death in
More informationDiscretionary Gift & Loan Trust Deed and Loan Agreement
This trust deed and loan agreement may be used for policies issued by: Canada Life Limited Canada Life International Limited CLI Institutional Limited Canada Life International Assurance Limited Discretionary
More informationControlled Access Account Bare Trust Deed
This trust deed may be used for policies issued by: Canada Life International Limited Controlled Access Account Bare Trust Deed Controlled Access Account Bare Trust Deed This deed is provided as a draft
More informationRelevant Life Policy Trust and Nomination Forms
Relevant Life Policy Trust and Nomination Forms Use these forms if an employer owns the plan and they want to provide life cover for one of their employees outside of a registered group life scheme. Part
More informationDeed of Assignment to change The Legal Ownership of A Life Assurance Policy
Deed of Assignment to change The Legal Ownership of A Life Assurance Policy For consideration by Solicitors for the Assignor and/or Assignee Important Notes 1. This deed is suggested only for guidance
More informationTrust Range. International Flexible Trust. Completing the trust form
Trust Range International Flexible Trust The International Flexible Trust is designed to allow non-uk domiciled policyholders to nominate a person(s) who in the event of the policyholder s death should
More informationRelevant Life Policy Trust and Nomination Forms
Relevant Life Policy Trust and Nomination Forms Important notes The forms are only suitable for use with Scottish Provident Self Assurance plans that have been applied for as relevant life policies. Both
More informationOffshore Savings Account
Offshore Savings Account Client Guide Investing in your future Saving for the future Choose a level of investment which is both affordable and meets your saving objectives. See page 4 A wide range of investment
More informationTesco Bank Life Insurance. Policy terms and conditions
Tesco Bank Life Insurance Policy terms and conditions Policy terms and conditions These policy terms and conditions describe your policy, including: our obligations to you your cover claims conditions
More informationThe Bare Trust for an existing policy
The Bare Trust for an existing policy This form is suitable for use with our range of onshore life assurance products, including those which were applied for online. All policy benefits will be gifted,
More informationHOW THE INTERNATIONAL PORTFOLIO BOND WORKS WITH THE COFUNDS INVESTMENT PLATFORM
INTERNATIONAL PORTFOLIO BOND HOW THE INTERNATIONAL PORTFOLIO BOND WORKS WITH THE COFUNDS INVESTMENT PLATFORM This is not a consumer advertisement. It is intended for professional financial advisers and
More information(you, as Employer have the choice of being a Trustee or not and the Trust could continue if your Employee changes employment)
For employers Declaration of trust for a Relevant Life policy (you, as Employer have the choice of being a Trustee or not and the Trust could continue if your Employee changes employment) Page 1 of 12
More informationThis Trust form is designed for use to hold the lump sum death benefits payable under the following plan types in trust:
GGA1568 FLEXIBLE TRUST FORM This Trust form is designed for use to hold the lump sum death benefits payable under the following plan types in trust: Individual Plan issued in connection with your past
More informationRelevant Life Policy. Trust Deed
Relevant Life Policy Trust Deed The Relevant Life Policy Trust is provided in draft format for the approval of your (the employer s) legal advisers. The appropriateness of this trust will depend on the
More informationCanRetire. Application new plan(s) (for single contributions and transfers only) Pension Investment Plan. Flexible Drawdown Plan
CanRetire Application new plan(s) (for single contributions and transfers only) Please enter the Personal Example reference number for your chosen product choice(s) FTIP Pension Investment Plan Flexible
More informationExcepted Group Life Assurance for Police Federations
Group Life Assurance Excepted Group Life Assurance for Police Federations Policy Conditions Serving Officers The nature of the Policy The Policy is an excepted group life Policy as defined in section 482(2)
More informationGroup Life Assurance Policy
Group Life Assurance Policy Pensions Life Assurance Income Protection Group Life Assurance Policy Life Assurance Plan Whereas the Grantees described in the Schedule hereto have made a proposal to the Irish
More informationYour guide to investment funds at Canada Life International Limited
Your guide to investment funds at Canada Life International Limited Investing in your future Investing offshore Why offshore investing can work for you. Core investment range Access to over 150 internal
More informationSPLIT TRUST (JOINT LIFE, FIRST EVENT) BARE
SPLIT TRUST (JOINT LIFE, FIRST EVENT) BARE Important notes Please read these notes prior to completion. The following trust form should not be used for pension plans. This version of the split trust is
More informationYOUR NFU MUTUAL WHOLE OF LIFE ASSURANCE YOUR POLICY DOCUMENT
YOUR NFU MUTUAL WHOLE OF LIFE ASSURANCE YOUR POLICY DOCUMENT The person named in the schedule as the policyholder has become a member of The National Farmers Union Mutual Insurance Society Limited, NFU
More informationDiscretionary Trust Deed
Discretionary Trust Deed Discretionary Trust Deed What is it? A discretionary trust designed for use with life assurance plans including investment bonds. The settlor (the person creating the trust) cannot
More information60 Day Notice Business Savings Account Issue 4-Application Form
60 Day Notice Business Savings Account Issue 4-Application Form Please complete this form in BLOCK CAPITALS and in ink. Account Number (For bank use only) I/We would like to invest into a 60 Day Notice
More informationFlexible Business Trust Deed
Flexible Business Trust Deed The documentation for the Flexible Business Trust is provided in draft format for the approval of your legal advisers. The appropriateness of this trust will depend on the
More informationEXCEPTED UNREGISTERED TRUST DEED
DATED 2014 EXCEPTED UNREGISTERED TRUST DEED relating to NAME OF SCHEME: One Crown Court 66 Cheapside London EC2V 6LR www.pitmans.com Contents Clause Heading 1. General Interpretation and Definitions 2.
More informationPension death benefits discretionary trust.
PERSONAL PENSION/STAKEHOLDER/SIPP/BUY OUT PLAN Pension death benefits discretionary trust. IMPORTANT NOTES before completing the Discretionary Trust, please read the following notes. 1. This documentation
More informationNFU MUTUAL MORTGAGE TEMPORARY ASSURANCE YOUR POLICY DOCUMENT
NFU MUTUAL MORTGAGE TEMPORARY ASSURANCE YOUR POLICY DOCUMENT The person named in the schedule as the policyholder has become a member of The National Farmers Union Mutual Insurance Society Limited NFU
More informationTesco Bank Over 50 s Life Assurance. Policy terms and conditions
Tesco Bank Over 50 s Life Assurance Policy terms and conditions Policy terms and conditions These policy terms and conditions describe your policy, including: our obligations to you your cover claims conditions
More informationSaga Guaranteed Life Insurance. Your Policy Provisions
Saga Guaranteed Life Insurance Your Policy Provisions Saga Guaranteed Life Insurance is provided by VitalityLife. Contents 1. General description 2. Policy conditions 2.1 Definitions 2.2 Policy duration
More informationOffshore Savings Account Key Features
Offshore Savings Account Offshore Savings Account Key Features This document shows the main points about your Offshore Savings Account. Please read it with your personal illustration and keep it with the
More informationAviva Discretionary Trust for Relevant Life Insurance
Retirement Investments Insurance Health Retirement Investments Insurance Health Retirement Investments Insurance Health Aviva Discretionary Trust for Relevant Life Insurance The Relevant Life Insurance
More informationPurchased Life Annuity Key Features
Purchased Life Annuity Purchased Life Annuity Key Features This document shows the main points about your annuity. Please read it with your Personal Example and keep them with your documents relating to
More informationSplit Trust (Joint Life, First Event) - Discretionary
Split Trust (Joint Life, First Event) - Discretionary Important notes The trust form is designed for use only with Scottish Provident Self Assurance plans and Pegasus plans, provided the Pegasus plan does
More informationAmendments to your Savings Account
Page 1 of 6 Isle of Man Savings Amendments to your Savings Account Please fill in the form using BLOCK CAPITALS and black ink. Tick any boxes which apply. Santander is able to provide literature in alternative
More informationDiscretionary Trust PD (EP)
Discretionary Trust PD (EP) for existing Pension Buyout Plans and Retirement Annuity Contracts This trust incorporates By-pass provisions (see Explanatory Notes). Important If you are not sure this form
More informationThis Plan is written confirmation of a contract between us (Aviva Life and Pensions UK Limited) and the Planholder(s) named in the Plan Schedule.
Life Insurance Plan Conditions This Plan is written confirmation of a contract between us (Aviva Life and Pensions UK Limited) and the Planholder(s) named in the Plan Schedule. In return for the agreed
More informationExcess Professional Indemnity Insurance
Excess Professional Indemnity Insurance Contents A warm welcome to Vela Underwriting 3 Making yourself heard 4 Excess Professional Indemnity Insurance Policy 5 Section 1 Definitions 8 Section 2 The Cover
More informationEmpowering Professional Advisers. Technical Services. For professional advisers only
Empowering Professional Advisers Technical Services For professional advisers only Empowering Professional Advisers Technical Services Every individual within our Technical Services Team understands that
More informationPension death benefits discretionary trust.
retirement annuity contract Pension death benefits discretionary trust. IMPORTANT NOTES before completing this Trust, please read the following notes. 1. This documentation has been produced for consideration
More informationday of National Insurance Number Postcode
Flexible Pension Plan/ Personal Pension Plan/ Stakeholder Pension Plan Important please ensure that you have: 1213 Completed Parts A to F Consulted your legal, tax or financial adviser before signing this
More informationExcess Professional Indemnity. Policy document
Excess Professional Indemnity Policy document Contents A warm welcome to Zurich 3 Your Excess Professional Indemnity policy 3 Section 1 Definitions 5 Section 2 The Cover 5 Section 3 Provisions 6 Section
More informationCanada Life Group Income Protection
Claim Form Important When an employee is absent from work due to an illness, we understand the value of an efficient and timely decision on a claim. We also aim to make the claim process as straightforward
More informationLifetime Annuity and Scheme Pension Key Features
Lifetime Annuity and Scheme Pension Lifetime Annuity and Scheme Pension Key Features This document shows the main points about your policy. Please read it with your Personal Example and keep them with
More informationMetLife Discretionary Gift Trust
R MetLife Discretionary Gift Trust Important Information This document is provided on the strict understanding that it is presented as a draft to be considered by the Settlor and his/her legal advisers.
More informationDiscretionary Trust (DT)
Discretionary Trust (DT) This form is suitable for use when applying for our range of onshore life assurance products, other than those applied for online. It is only to be used for a current application
More informationThe Protection Trust Deed. The Protection Trust
The Protection Trust Deed The Protection Trust For use with International Protector Middle East, International Protector Asia and Global Term products. Important note By using this trust deed, the Settlor
More informationMulti-Platform Open Annuity
Multi-Platform Open Annuity Application Form Powered by the London & Colonial... Upgradable, Capable, Flexible www.londoncolonial.com Multi-Platform Open Annuity Form To London & Colonial Assurance PLC:
More informationDiscretionary Trust Declaration form
Loan Trust Discretionary Trust Declaration form Please use black ink and write in CAPITAL LETTERS or tick as appropriate. Any corrections must be initialled. Please do not use correction fluid as this
More informationLifetime Annuity and Scheme Pension Key Features
Lifetime Annuity and Scheme Pension Lifetime Annuity and Scheme Pension Key Features This document shows the main points about your policy. Please read it with your Personal Example and keep them with
More informationTHE ITC BUY OUT BOND BROCHURE. www.independent-trustee.com
THE ITC BUY OUT BOND BROCHURE www.independent-trustee.com If you were the member of an occupational pension scheme, leaving or have left employment, or your pension scheme is being wound up, it is time
More informationTo be used with an application for a new policy only. Draft Partnership Key Person Trust
To be used with an application for a new policy only Draft Partnership Key Person Trust Draft Partnership Key Person Trust The Settlor and Trustees should read the Important Notes below before completing
More informationLIMITED LIABILITY PARTNERSHIP SHARE PROTECTION TRUST. (To be used with an application for a new policy only.)
BUSINESS PROTECTION LIMITED LIABILITY PARTNERSHIP SHARE PROTECTION TRUST. (To be used with an application for a new policy only.) CHECKLIST Before sending the Trust to Legal & General, have you... 1. Dated
More informationCONDITIONS Over 50s Life Cover
TERMS AND CONDITIONS Over 50s Life Cover 1 TERMS AND CONDITIONS: OVER 50S LIFE COVER PROVIDED BY THE ROYAL LONDON MUTUAL INSURANCE SOCIETY LIMITED ( ROYAL LONDON ) This booklet contains the Terms and Conditions
More informationAXA Trustee Solutions A guide to our services
AXA Trustee Solutions A guide to our services Contents AXA Wealth International is the brand used for the promotion of international investment products offered by AXA Isle of Man Limited and AXA Life
More informationDiscretionary Split Trust Deed
Discretionary Split Trust Deed Discretionary Split Trust Deed 2 This trust deed should not be used with plans that provide more life cover than critical illness cover. What is it? A discretionary trust
More informationExcess Professional Indemnity policy
Excess Professional Indemnity policy Contents A warm welcome to Vela Underwriting 3 Making yourself heard 4 Your Excess Professional Indemnity Insurance Policy 5 Section 1 Definitions 8 Section 2 The Cover
More informationFlexible Life Plan Key Features
Flexible Life Plan Flexible Life Plan Key Features This document shows the main points about your plan. Please read it with your personal illustration and keep it with the other documents relating to your
More informationFlexible trust. Split trust retained and gifted benefits Survivorship option for joint life first death policies Choice of governing law
For customers Personal Protection Flexible trust Split trust retained and gifted benefits Survivorship option for joint life first death policies Choice of governing law Page 1 of 9 Completion notes 1.
More informationGroup Life Assurance. Registered Policy Terms and Conditions. GLA Policy Conditions and Definitions/06.11(4)
Group Life Assurance Registered Policy Terms and Conditions GLA Policy Conditions and Definitions/06.11(4) GENERAL CONDITIONS 1. PERIOD OF POLICY Subject to the provisions of these General Conditions this
More informationThis Trust is made the... day of... in the year... (the Trust )
Part A - Date of Trust If you are applying for a new policy and wish it to be issued in trust please tick this box and leave the date below blank. The trust will become effective on the same date as the
More informationFlexible Benefits Technical summary
Flexible Benefits Technical summary An excellent choice Canada Life Limited aims to satisfy your specific requirements for Group Life, Group Income Protection or Group Critical Illness cover. With us you
More informationElite Retirement Account
Elite Retirement Account Application Form and Mandate for a Self Invested Personal Pension Plan Member Bank Account Self Invested Personal Pension Scheme Account Opening Request To: The Manager, Partnerships
More informationUnum Life Assurance Master Plan (A)
Unum Life Assurance Master Plan (A) BACKGROUND: Contents 1. General Interpretation and Definitions 2. Trustee 3. Scheme Administrator 4. Plan Assets 5. Expenses 6. Membership 7. Benefits 8. Death Benefit
More informationAIG Life. YourLife Plan Family Income Benefit. Key Facts
AIG Life YourLife Plan Family Income Benefit Key Facts Contents Page Welcome to AIG 3 Section A: About Family Income Benefit A1 What is Family Income Benefit 4 A2 Family Income Benefit aims 4 A3 How does
More informationGuaranteed Lifelong Protection Plan Conditions
Guaranteed Lifelong Protection Plan Conditions 1. WORDS WITH SPECIAL MEANINGS Where the words we, us or our are used in the Plan they refer to Aviva Life & Pensions UK Limited. The words you or your refer
More informationAIG Life. Business Protection Term Assurance. Key Facts
AIG Life Business Protection Term Assurance Key Facts Contents Page Welcome to AIG 3 Section A: About Business Protection A1 What is Business Protection? 4 A2 Business Protection aims 4 A3 How does Business
More informationPREMIER SSAS FEE AGREEMENT
PREMIER SSAS FEE AGREEMENT JLT PREMIER PENSIONS Service terms 2 JLT PREMIER PENSIONS PREMIER SSAS FEE AGREEMENT JLT PREMIER PENSIONS PREMIER SSAS FEE AGREEMENT 3 CONTENTS 1 Definitions And Interpretation
More informationAviva discretionary gift trust (protection)
Aviva discretionary gift trust (protection) (for use by single or joint settlors) (settlor can retain critical illness and mortgage payment protection benefits) Guide to completing the Deed: To help make
More informationABSOLUTE TRUST DEED. (Manx Law) February 2016
ABSOLUTE TRUST DEED (Manx Law) February 2016 This deed can be used where Old Mutual International Trust Company Limited or personal trustees are to be appointed as Trustee. Old Mutual International Trust
More informationDiscretionary Loan Plan Trust Deed and Loan Agreement
Discretionary Loan Plan Trust Deed and Loan Agreement Discretionary Loan Plan Trust Deed What is it? A discretionary trust designed for use with single premium life assurance plans, more commonly known
More informationKey Features of Free Parent Life Cover
Key Features of Free Parent Life Cover The Financial Conduct Authority is a financial services regulator. It requires us, Aviva, to give you this important information to help you to decide whether our
More informationPrudential International
For Adviser use only Prudential International Anti Money Laundering (AML) Requirements Guide for New Business,Top ups and Payments Out > Anti Money Laundering (AML) Requirements New Business and Top-ups
More information[PF 217] Pro Forma 217 Deed: Authorised audit company run-off insurance cover
[PF 217] Pro Forma 217 Deed: Authorised audit company run-off insurance cover Corporations Act 2001 Chapter 9, Part 9.2A Issued: 14 December 2004 This Pro Forma deed, concerning professional indemnity
More informationEXCEPTED LIFE ASSURANCE
Policy No: PL05080(2014) EXCEPTED LIFE ASSURANCE This is to Certify that in accordance with the authorisation granted under the Binding Authority Contract No. B0328F6101471307U to the undersigned by Certain
More informationAPPLICATION FORM. / / / PENSION ANNUITY. Once you ve completed this form, please return it to: Legal & General Annuities PO Box 809 Cardiff CF24 0YL
PENSION ANNUITY APPLICATION FORM. Once you ve completed this form, please return it to: Legal & General Annuities PO Box 809 Cardiff CF24 0YL We will already have sent you a quote(s), illustrating the
More informationSelf Directed Personal Retirement Bond. Personal Retirement Benefits Brochure
Self Directed Personal Retirement Bond Personal Retirement Benefits Brochure Contents Section 1: What is a Personal Retirement Bond? 2 Section 2: Definitions 3 Section 3: Contributions 4 Section 4: Charges
More informationAIG Life. YourLife Plan Term Assurance. Key Facts
AIG Life YourLife Plan Term Assurance Key Facts Contents Page Welcome to AIG 3 Section A: About Term Assurance A1 What is Term Assurance? 4 A2 Term Assurance aims 4 A3 How does - Term Assurance work? 4
More informationAIG Relevant Life Insurance Split Trust declaration form
AIG Relevant Life Insurance Split Trust declaration form Guidance We require that the AIG Relevant Life Insurance be put into trust before the policy is put on risk. This may be done via the AIG Relevant
More informationTrustee(s) applicant details (non-corporate trustees)
LifePlan Supplementary Application Form This application should completed in conjunction with the Application Form and read in conjunction with Brochure, and Key Features. An example copy of the completed
More informationSupplementary Group Life Policy Application Form
Supplementary Group Life Policy Application Form Please ensure that you complete all items in each section. Please answer all questions in BLOCK CAPITALS, ticking boxes or circle were appropriate. If you
More informationAIG Life. Whole of Life Insurance. Key Facts
AIG Life Whole of Life Insurance Key Facts Contents Page Welcome to AIG 3 Section A: About Whole of Life Insurance A1 What is Whole of Life Insurance? 4 A2 Whole of Life Insurance aims 4 A3 How does Whole
More informationCanada Life Group Income Protection
A policyholder s guide to making a claim frequently asked questions We aim to make the claims process as straightforward as possible. This leaflet guides you through the process and answers some of the
More informationDISCRETIONARY TRUST DEED TO USE WITH A SCOTTISH WIDOWS OEIC
DISCRETIONARY TRUST DEED TO USE WITH A SCOTTISH WIDOWS OEIC Below are some guidance notes to help you decide whether you should use this discretionary trust. It is very important that you read these before
More informationA guide to your retirement options
A guide to your retirement options I have been looking forward to my retirement but now I am worried about making the right choice See your options page 4. Cathy has stood by me through the good times
More informationYour Guide to Insurance for Over 50 s Life Assurance
Your Guide to Insurance for Over 50 s Life Assurance guide to insurance for over 50 s Life assurance About this Guide This guide provides important information from both Barclays and Aviva, who are the
More informationGuaranteed Pension Annuity Policy Terms & Conditions
Guaranteed Pension Annuity Policy Terms & Conditions Thank you for choosing Hodge Lifetime for your retirement income. This document sets out the Policy Terms and Conditions that apply to all policyholders.
More informationContents 1 The purpose of a trust 2 The key people involved in a trust 3 Choosing which trust form to use 5 Deciding how to set up the trust 8 Your
Our guide to trusts Contents 1 The purpose of a trust 2 The key people involved in a trust 3 Choosing which trust form to use 5 Deciding how to set up the trust 8 Your questions answered 13 Appendix 1
More informationPublic Sector Injury Benefit Scheme 2015
Public Sector Injury Benefit Scheme 2015 PSPA Ref: Application for Injury Benefit Important: Please complete this form in CAPITAL LETTERS and in BLACK INK Section A To be completed by the Employing Authority
More informationMASTER TRUST DEED AND RULES governing the
DATED 2015 MASTER TRUST DEED AND RULES governing the SELF INVESTED PERSONAL PENSION CONTENTS 1. ADOPTION OF NEW DEED AND RULES... 2 2. TRUST... 3 3. ROLE OF THE SCHEME TRUSTEE... 3 4. REGISTERED PENSION
More informationHome Insurance Claim Form
Home Insurance Claim Form Notes Please complete in BLOCK CAPITALS. Policy number Claim number This form should be filled in by the person named as the Policyholder on the policy schedule. Please complete
More informationpension income plus pension income plus annuity Annuity
No ID or age evidence required pension income plus pension income plus annuity Annuity Application Form For Financial Adviser completion only Adviser Financial Services Register number Adviser email address
More informationHow often do you see that?
5 % AER* variable Interest and Instant Access How often do you see that? The Access Plus Deposit Account *4.92% gross variable Access Plus not your everyday deposit account It pays you 5%* AER (4.92% Gross)
More informationAPPLICATION FOR COMPENSATION GENERAL INSURANCE
Barcode APPLICATION FOR COMPENSATION GENERAL INSURANCE Liquidator s ROP Claim reference number: ROPLEM (please quote when contacting us): Name of the firm you are claiming against: Lemma Europe Insurance
More informationcan Empowering Professional Advisers Technical Services For professional advisers only
can Empowering Professional Advisers Technical Services For professional advisers only Empowering Professional Advisers can Technical Services Every individual within our Technical Services Team understands
More informationPost Office Money Free Parent Life Cover
Post Office Money Free Parent Life Cover Terms & Conditions Contents page About our insurance services 2 Demands and needs 2 Key Features 3 Plan conditions (Ts & Cs) 5 Important information 6 Post Office
More information