Please ensure that you are familiar with the implications of forming
a Trust before placing this order. Please refer back to the 'Trusts'
pages for details.
Please enter the required Trust Name - as "The XYZ Trust" or "ABC
Please enter the Date of Formation of the Trust:
Please enter the Name of the Settlor in full:
List of Assets:
Please enter the initial cash amount and/or items to be Settled into
the Trust. This is not essential under TCI Trust Law and we can
form the Trust with a nominal capital of US$100 if required:
* If you want to list specific cash amounts, securities, physical
assets etc., to settle to your Trust, please list these below. Remember
though that Assets can be added to or removed from Trust at any time.
Please enter the name(s) of any specific Beneficiaries to be
mentioned in the Trust.
* If you want to list specific Beneficiaries to benefit from your
Trust, please list these below. Remember though that Beneficiaries can
be added to or removed from Trust at any time.
Associated Company/Bank Account:
Please indicate below if you wish your Trust to have an associated
company (with or without a bank account), or a stand-alone Trust
bank account. If these options apply, please complete the appropriate
Order Form and send it to us - we will tie the orders together.
* If the associated company is to have a bank account,
irrespective of any Trust account, please indicate this on the Companies
Under the Law there are a number of Trustee options, detailed
in our 'Trust' pages.
Please indicate below which option you would like for your Trust:
* If you wish to act as Trust Manager under a Power of Attorney,
please provide your FULL name and address below:
** If you are appointing your own Trustee, please give the FULL name
and address of your appointee below:
If you are either appointing us as your
Trustee, or wish to act yourself under a Power of Attorney, please
remember to add the additional cost of this (which is invoiced on an
annual basis) to your payment.