Prudential Trust and Application Completion tool
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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.
Submit a certified copy of trust deed, Will or Letters of Administration with application.
Any application placed into trust must have the Tax Residency Self Certification Declaration Form:
- Onshore Investments
- or Tax Residency Self Certification Form (International Investments) completed.
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.