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Lifestyle Trust deed (Manx Law – Discretionary version)

  • Type: pdf
  • Ref: 25094
  • Published: 26/01/2022
Complete this deed to set up a Lifestyle Trust (Manx Law version). The Lifestyle Trust is available for use with Quilter International bonds and Utmost Wealth Solutions bonds.

You guide to the UK Trust Register changes – Client version

  • Type: pdf
  • Ref: 25067
  • Published: 07/03/2022
This guide explains the UK Trust Register changes and whether the trust that you created (as the settlor) or that you look after (as a trustee) needs to be registered and how to do it.

Your guide to the UK Trust Register changes – Adviser version

  • Type: pdf
  • Ref: 25012
  • Published: 07/03/2022
This simple guide is for financial advisers who have trust business, and aims to help you understand the UK Trust Register changes that came in on 1 September 2021, how you and your clients maybe impacted, and what you need to do.

Customer information form – Isle of Man and Ireland

  • Type: pdf
  • Ref: 25217
  • Published: 01/12/2021

Portfolio Bond Transaction Account Overdraft Limit

  • Type: pdf
  • Ref: 14355
  • Published: 01/12/2021
The published overdraft limit of transaction accounts for applicable portfolio bonds.
This document provides a high-level summary of some of the key UK taxation benefits which an offshore bond can provide to a UK expatriate investor.

Adviser appropriateness questionnaire

  • Type: pdf
  • Ref: 21517
  • Published: 25/04/2022

Executive Investment Plan product brochure (Chinese)

  • Type: pdf
  • Ref: 10949
  • Published: 17/06/2022
Client brochure promoting the benefits of investing in the Executive Investment Plan. This product is available for professional investors only. This brochure is in Chinese.

Collective Investment Plan – Product brochure (English)

  • Type: pdf
  • Ref: 10950
  • Published: 29/11/2021
Client brochure promoting the benefits of investing in the Collective Investment Plan. This product is available for professional investors only. This brochure is in English.

The super six sales aid (Chinese)

  • Type: pdf
  • Ref: 21315
  • Published: 29/11/2021
This document provides a high-level summary of some of the key UK taxation benefits which an offshore bond can provide to a UK expatriate investor.