London IQ Audit Limited

Our Services : Trusts
Instructions for the formation of a trust

Name of trust (no restrictions)

Trust period (state if otherwise than the maximum which is 100 years)

Contents of the letter of wishes (provide your wishes concerning the distribution of the trust fund and any other matter that you feel the trustee must be aware of in connection with the trust fund and/or the beneficiaries)

Settlor (creator of the trust)
Name	Address, telephone & fax nos	Occupation	Nationality

Beneficiaries (They may be defined by a class of persons rather than namely eg, children, grandchildren etc)
Beneficiary's name	Address, telephone & fax nos	Occupation	Nationality/ passport & ID card no / date of birth	Relationship with settlor

Protector (Usually a family friend or professional advisor who may veto certain trustees' decisions. Can be excluded altogether from the trust deed).
Beneficiary's name	Address, telephone & fax nos	Occupation	Nationality/ passport & ID card no / date of birth	Relationship with settlor

Co - trustees (if required)
Names	Address, telephone & fax no

Bankers of the trust (Complete if specific banks are required)
Name of bankers	Address, telephone & fax nos	Bank a/cs currency

Investment advisor/fund manager (if required) - (Applicable where the trust property is in stocks and shares and the settlor has previous relationship with a specific fund manager or stock broker whom he wishes to retain for investment advice)
Name	Address, telephone & fax no

Settlor's views regarding the investment of the trust fund and level of settlor's guidance

Names of Persons to contact
Name	Address, telephone & fax no

Method of communication with the contact persons
Numbers		Tick
Facsimile
Telephone
Courier
Registered mail
Ordinary mail
E-mail
No communication

Trust documents (trust deed, letter of wishes etc) to be sent to:
	Tick
Robchar Nominee Limited strong room only
Settlors address
Beneficiaries address
Protector address

Relevant information