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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.

Deed of assignment – pension

  • Type: pdf
  • Ref: 21050
  • Published: 24/11/2021
With this deed you can assign ownership of life assurance or redemption policies, where held as an asset of a pension scheme. For use with a policy issued under Isle of Man or English law.

Deed of assignment – corporate

  • Type: pdf
  • Ref: 21051
  • Published: 24/11/2021
With this deed you can assign a policy to or from a corporate entity. For use with a policy issued under Isle of Man or English law.

Deed of Assignment

  • Type: pdf
  • Ref: 18419
  • Published: 24/11/2021
With this deed you can assign a policy in several scenarios, such as gifting or transfers. For use with a policy issued under Isle of Man or English law.
Please note this trust deed is English Law and only for use with Quilter International Ireland investments.

Lifestyle trust deed (english version)

  • Type: pdf
  • Ref: 11282
  • Published: 22/11/2021
Complete this deed to set up a Lifestyle Trust (English Law version)

Discounted Gift Trust Deed (Manx Law – Bare version)

  • Type: pdf
  • Ref: 9870
  • Published: 22/11/2021
Please note this trust deed is Manx Law and only for use with Quilter International Isle of Man investments.

Discounted gift trust deed (Manx Law – Discretionary version)

  • Type: pdf
  • Ref: 9871
  • Published: 22/11/2021
Please note this trust deed is Manx Law and only for use with Quilter International Isle of Man investments.

Loan trust deed (Manx Law – Bare version)

  • Type: pdf
  • Ref: 9869
  • Published: 22/11/2021
Please note this trust deed is Manx Law and only for use with Quilter International Isle of Man investments.