Investment type
Bond
Trust
Trust type
Settlor(s)
Application basis
Bond
Trust
Trust type
Settlor(s)
Capital redemption
Capital redemption
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Application Form
Trust Deed
Bond Owners / Applicants
Lives Assured
Declaration
Other
Adviser Charging
Settlors
Trustees
Beneficiaries
Dating the Deed
Other

Where there is an existing trust, Prudential Trust forms are not required. Submit a certified copy of trust deed, Wills (including any deeds of variation and the Grant of Probate) or Letters of Administration with application.

Bond Owners / Applicants
Lives Assured
Declaration
Other
Adviser Charging
Settlors
Trustees
Beneficiaries
Dating the Deed
Other

Submit a certified copy of trust deed, Will or Letters of Administration with application.

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Important information
Warning: The data being used for this tool is excessively old and may be inaccurate. Please be careful in applying the results from the tool.

Any application placed into trust must have the Tax Residency Self Certification Declaration Form:

We have applied every care and skill to produce this tool to a professional standard. However, we cannot guarantee that the tool is free from errors or omissions.

Please note that we have not identified all areas of the application form that need completion, only those areas which relate to trusts. As such, Prudential cannot accept any liability if you decide to use the information in this document.

Trust Registration Onshore

For policies to be issued into trust. Please download and submit a copy of the TRS "proof of registration" document along with the application (a summary of what this contains is in TRSM70040). You can also refer to our Trust Registration Service (TRS) Completion Guide should you require further help on registering our range of trusts.

Offshore bond applications will need to be submitted with the Irish register details when the Irish register becomes available.

For existing trust bond applications we require the same or the reason the trust is exempt.