INSTRUCTION SHEET - Unit TRUST  

Client Information

Please complete the form below to request documents relating to the formation of a Unit Trust. Any information provided will be kept in the strictest confidence, however for sensitive and confidential issues we recommend that you contact us.

Client Details

Please enter your details on this page. 

These should not be the details of your new trust but contact details for yourself should we need to get in touch with you about this application.








Work Details






Trust Details

Trust Name
Please enter the name of your proposed Unit Trust
Settlor

The Settlor must be independent of all Trustees and all Beneficiaries.  They should not be a Trustee or Beneficiary, nor a director of any Trustee or Beneficiary Company (if applicable).



Settlement

Trustee

Trustee Details

Individual Trustee


This must be a street address (not a PO Box)
Corporate Trustee


This must be a street address (not a PO Box)
Director Details

Please specify all directors of the Company

Add additional Director
Add additional Trustee

Units

Ordinary Units



Please provide details as to ordinary units required
Special Units

If Yes, please provide detailed instructions as to structure of those Special Units (eg value of the Units, number of Units required, Voting Rights, etc)
Unit Certificates

Unit Holders





This must be a street address (not a PO Box)



Add additional unit holder

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