Alshelf.com - Trust Deeds

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Trust Deeds

Don't forget to this page if you are faxing, otherwise press the [Send to Allans now] button at the bottom of the form to send it directly.

Fields marked with a * are mandatory and must be entered

INSTRUCTIONS FOR TRUST DEEDS

SETTLOR

Name :

Address:

TRUSTEE(S)

Name:

2nd Trustees Name:

Address:

DIRECTORS

Name of Trust:

Settlement Sum:

Power of
Appointment to:

FOR FAMILY TRUST ONLY

BENEFICIARIES

A standard "Remoter issue" clause is contained within the Trust deed and should
be sufficient for all contingencies

1. Name:

Address:

2. Name:

Address:

3. Name:

Address:

4. Name:

Address:

5. Name:

Address:

FOR UNIT TRUST ONLY

Nature of Business:

UNIT HOLDERS

1. Name:

Address:

No. of Units

2. Name:

Address:

No. of Units

3. Name:

Address:

No. of Units

4. Name:

Address:

No. of Units

CLIENT DETAILS

Client Name:

Address:

Email address:

Phone: * Facsimile:

PAYMENT OPTIONS:

Credit Card Payment: $249 (Pre Paid & INCL 2.2% surcharge)

Bank Deposit: $240 (Pre Paid)

30 Day Account: $250 (To approved clients only)

CREDIT CARD INFORMATION
Type of Card:	Visa: MasterCard:
Card Number:
Expiry Date:
Name on Card:

PHONE:	1800 81 77 82
FAX:	02 9997 1844
EMAIL: