FOR FINANCIAL ADVISERS ONLY

FOR FINANCIAL ADVISERS ONLY

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  • DGT declaration of continuing good health

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  • Discounted Gift Trust with International Portfolio Bond Guidance Notes

    Guidance notes to accompany the application form for investors wishing to start a discounted gift trust with an International Portfolio Bond.

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  • Discounted Gift Trust Application with International Portfolio Bond

    Please use this application for setting up a Discounted Gift Trust with an International Portfolio Bond.

    For use with bare and discretionary versions.

    Please note that you will also need to fill out the Tax Declaration and Self Certification document. Click here for individual investors or click here for entity investors

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