Investment typeOnshore
BondPruFund Investment Plan Mark 3
TrustLoan Trust
Trust typeDiscretionary
Settlor(s)Joint
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Application Form
Trust Deed
PruFund Investment Plan Mark 3 Application Form - INVM11622
Colour (224k)
Bond Owners / Applicants
  • The bond owners (applicants) are the trustees. Enter the trustee details as applicants on section 8 of the application form.
Lives Assured
  • Maximum of 2 lives assured, details in section 1
    Insurable interest must exist between trustees and live(s) assured.
Declaration
  • Section 8 Part F to be signed by all trustees N.B. settlor(s) are automatically trustees.
Other
  • Money Laundering and Customer Verification for applicants (i.e. settlor and additional trustee(s). CVI can be completed on application form, separate confirmation for each trustee.
    Section 2 of the Tax Residency Self Certification Declaration Form - INVF11781 should be completed by trust as an entity.
Adviser Charging
  • All adviser charge requirements can be included on the application form.
Loan Trust Deed - Discretionary - INVS10833
Colour (158k)
Settlors
  • Both settlors details in section 5 part 1a & 1b
Trustees
  • Additional Trustee(s) is optional. Enter details in section 5 part 2
Beneficiaries
  • Additional discretionary beneficiaries are only needed in Section 4 Second Schedule if not covered in Part 1, clause 4 of trust provisions.
Dating the Deed
  • On or before the application form date. It cannot be a date after the application date
Other
  • Tick box in 'Section 4 - The schedules' if outstanding loan to be gifted to the trust on death of second settlor (any outstanding loan amount included in the estate of the settlor for IHT purposes regardless of whether the box is ticked or not)
    All witnesses must be over the age of 18 and independent of the trust - not a settlor, additional Trustee or Beneficiary
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Important information

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.