Discretionary Trust

Commercial Law - Discretionary Trust

A Discretionary Trust can be useful in numerous ways. Complete the form and a member of our Commercial Team will contact you to organise the rest.

EFFICIENT AND COST-EFFECTIVE LEGAL SOLUTIONS

FORWARD THINKING LEGAL

A Discretionary Trust

Discretionary Trust Application Form

Your Information

 

 

Trust Information

 

 

Settlor ( Person setting up the Trust)

 

 

Trustees

If there are any additional trustees please indicate in the additional information box so a member of staff can contact you to get the additional information.

 

Fill out if an Individual

 

 

Fill out if a Company

 

 

Registered Office

 

 

Director(/s)/Secretary(/s)

 

 

Beneficiaries

If there are any additional beneficiaries please indicate in the additional information box so a member of staff can contact you to get the additional information.

 

(a) Primary Beneficiaries

 

Beneficiary 1

 

 

Beneficiary 2

 

 

Secondary Beneficiaries

 

Beneficiary3

 

 

Beneficiary4

 

 

Principal

The Principal has power to remove / appoint the trustee

 

 

Additional Information / Comments

 

 

Declaration

 

I require Legal Advice and Assistance and I hereby authorise and request you to act on my behalf as solicitors in this matter and I hereby undertake to be responsible for your proper fees in relation thereto as advised by you. In respect of any moneys that you may hold in your Trust Account on my behalf, I authorise you to utilise such moneys for your professional costs, statutory duties and charges and other proper outlays expended on my behalf in this matter or any other matter in which instructions may have been given by me to you.

 

I further understand I will be required to complete information on the firms "file opening form" giving authorisation to the firm to act on my behalf.

 

TERMS OF TRADING I/We acknowledge and agree to the firm´s terms of trading as follows:-

 

Payment of all costs and outlays are required within 7 days from the date of account unless prior arrangements in writing are made; Accounts are sent monthly or at various stages unless agreed otherwise; No work will be carried out after 30 days if any account is unpaid; All outlays are to be paid upon request throughout my matter; No carrying of accounts without prior approval in writing from the firm; No work will be commenced without my written authority.

 

NB. Submission of this form does not constitute our acceptance of your instructions. A member of our Commercial Law team will contact you within 24 hours to confirm fees and acceptance of your instructions. Thank you for using our online company registration application. By checking this box I hereby accept the terms and conditions listed above. Click on submit button to acknowledge and post the form.

 

Please click 'Submit' only once.

 

By checking this box I hereby accept the terms and conditions listed above.

 

Click on submit to acknowledge & send the form.

 

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