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How can we help you?
Is your client planning to place an investment into trust? Find the correct application form and trust form with tips on how to complete them.
- Download forms
- View the tool online and offline
Key features of our Trust and Application Form tool
Download forms
Download all the forms you need directly from the tool. Select the investment, trust and trust type and the tool will highlight the correct application and trust form. We’ll also give you tips to help complete them.
Other necessary forms
Any application placed into trust must have the tax residency self certification declaration form completed:
You can download the documents from the important information section at the bottom of the tool.
Available online and offline
Add this tool to your favourites and use it even when you’re not online.
About M&G
Useful links
Adviser services
The information provided is by Prudential Distribution Ltd, and/or M&G Wealth Investments LLP, Investment Funds Direct Limited, Prudential International Assurance and/or The Prudential Assurance Company.
To understand M&G's business and brands, you can view our Corporate & Regulatory Information.
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