FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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In this section, you will find all of our trust literature for Old Mutual International Ireland. 

For Old Mutual International Isle of Man bonds, please use the Trust Form Finder Tool to obtain trust documents.

 

Discretionary Trust

    • Discretionary Trust Deed - (English Law) Settlor included

      Please note this trust deed is English Law and only for use with Old Mutual International Ireland investments. If you require a Discretionary Trust Deed under Manx (Isle of Man) Law, please visit our trust form finder.

      Download
    • Discretionary Trust Deed - (English Law) Settlor excluded

      Please note this trust deed is English Law and only for use with Old Mutual International Ireland investments. If you require a Discretionary Trust Deed under Manx (Isle of Man) Law, please visit our trust form finder.

      Download

Discounted Gift Trust

    • Discounted Gift Trust Deed (English Law - Discretionary version)

      Please note this trust deed is English Law and only for use with Old Mutual International Ireland investments. If you require a Discounted Gift Trust Deed under Manx (Isle of Man) Law, please visit our trust form finder.

      Download
    • Discounted Gift Trust Deed - (English Law - Bare version)

      Please note this trust deed is English Law and only for use with Old Mutual International Ireland investments. If you require a Discounted Gift Trust Deed under Manx (Isle of Man) Law, please visit our trust form finder.

      Download
    • Discouted Gift Trust - Additional medical questionnaire

      This form should be used if you are wishing to set up an Old Mutual International Ireland Discounted Gift Trust. 

      Download
    • Discounted Gift Trust - Health questions and general practitioner's report

      This form should be used if you are wishing to set up an Old Mutual International Ireland Discounted Gift Trust. 

      Download

Loan Trust

    • Loan Trust (Bare and Discretionary version) Reason Why Document

      This document suggests some of the reasons that you may wish to incorporate within your recommendation letters for your UK resident clients who wish to use an Old Mutual International Loan Trust for an Old Mutual International Offshore Bond.

      Download
    • Loan Trust Deed - (English Law - Bare version)

      Please note this trust deed is English Law and only for use with Old Mutual International Ireland investments. If you require a Loan Trust Deed under Manx (Isle of Man) Law, please visit our trust form finder.

      Download
    • Loan Trust Deed - (English Law - Discretionary version)

      Please note this trust deed is English Law and only for use with Old Mutual International Ireland investments. If you require a Loan Trust Deed under Manx (Isle of Man) Law, please visit our trust form finder.

      Download

Absolute Trust

    • Absolute Trust Deed - (English Law)

      Please note this trust deed is English Law and only for use with Old Mutual International Ireland investments. If you require a Absolute Trust Deed under Manx (Isle of Man) Law, please visit our trust form finder.

      Download

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