Library

In this library you will find a selection of literature to help both you and your clients learn about our products and services. In addition to brochures and guides, you will also find application forms, sales aids, key features and trust forms which you can download and view.

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We give each document a unique reference number. If you look in the bottom left hand corner of the reverse of the document, you should see a code followed by a date. You can search by typing in the code – you don’t need to type in the date. (The date code is when the most recent version was given financial approval. It is not an expiry date).

Legal & Technical Support - Adviser Portal Library - Trusts

Application Forms & Deeds - PLEASE NOTE - If you need to tell us about a change of ownership for a bond, endowment, whole of life policy, or an immediate life annuity, please fill in the appropriate self-certification form (IN06062 or IN06064).

Title Reference Other versions
Tax Residence Self-Certification Declaration Form -FACTA (Individual) (137kb) IN06062 -
Tax Residence Self Certification Declaration Form - FATCA (Company) (609kb) IN06064 -
Deed of appointment of beneficiaries (protection) (129kb) AL53008 -
Expression of wishes (protection) (106kb) AL53009 -
Deed of appointment of beneficiaries (131kb) GN05011 Black & white document for Deed of appointment of beneficiaries (131kb)
Discretionary Loan Trust Deed (973kb) IN11011 Black & white document for Discretionary Loan Trust Deed (973kb)
Discretionary Discounted Gift Trust Deed (801kb) IN11012 Black & white document for Discretionary Discounted Gift Trust Deed (801kb)
Bare Discounted Gift Trust Deed (805kb) IN87002 Black & white document for Bare Discounted Gift Trust Deed (805kb)
Deed of Appointment and/or Retirement of Trustees (576kb) IN87009 -
Deed of Assignment (538kb) IN87010 -
Married Women's Property Act Flexible Trust (551kb) IN90009 Black & white document for Married Women's Property Act Flexible Trust (551kb)
Aviva Discounted Gift Trust Assessment of life expectancy - underwriting form (657kb) IN90012 Black & white document for Aviva Discounted Gift Trust Assessment of life expectancy - underwriting form (657kb)
Deed Adding Potential Beneficiaries (98kb) IN90013 Black & white document for Deed Adding Potential Beneficiaries (96kb)
Expression of Wishes for Aviva Discretionary Trust (106kb) IN90014 -
Buy Out/ Replacement Policy - Trust Deed (614803456kb) SP08009 -
Trust for Stakeholder/Personal Pension/Retirement Annuity contracts (146kb) SP99057 -
Aviva Discretionary Gift Trust (Investment) (769kb) IN11013 Black & white document for Aviva Discretionary Gift Trust (Investment) (769kb)
Probate Trust Deed (674kb) IN11016 Black & white document for Probate Trust Deed (677kb)
Bare Trust Deed (163kb) IN87014 Black & white document for Bare Trust Deed (161kb)
Relevant Life Insurance Deed of appointment and/or retirement of trustees (145kb) AL18016 Black & white document for Relevant Life Insurance Deed of appointment and/or retirement of trustees (145kb)
Relevant Life Insurance Deed of appointment of beneficiaries (95kb) AL18017 Black & white document for Relevant Life Insurance Deed of appointment of beneficiaries (95kb)
Relevant Life Expression of Wishes (532kb) AL18018 -
Partners or Director-Shareholder Trust Application (570kb) PT14011 Black & white document for Partners or Director-Shareholder Trust Application (570kb)
Aviva Survivor Trust (protection) (611kb) AL53002 Black & white document for Aviva Survivor Trust (protection) (626kb)
Aviva Discretionary Gift Trust (protection) (615kb) AL53003 Black & white document for Aviva Discretionary Gift Trust (protection) (163kb)
Relevant Life Insurance Discretionary Trust Form (846kb) AL18003 Black & white document for Relevant Life Insurance Discretionary Trust Form (843kb)
Deed of assignment (protection) (104kb) AL53006 -
Deed of appointment/retirement of trustees (protection) (103kb) AL53007 -

Brochures & Guides

Title Reference Other versions
Guide to trusts (160kb) AL53005 Black & white document for Guide to trusts (157kb)
Adding, removing, changing Trusts - A checklist and frequently asked questions (80kb) GH04002 Black & white document for Adding, removing, changing Trusts - A checklist and frequently asked questions (77kb)
Adviser guide to trusts (177kb) AL99073 Black & white document for Adviser guide to trusts (175kb)
Probate hurdles (107805696kb) AL99074 Black & white document for Probate hurdles (104868864kb)
Benefits of trusts (406430720kb) AL99075 Black & white document for Benefits of trusts (298745856kb)
A Customer Guide to Discretionary Discounted Gift Trust from Aviva (1408613kb) IN11022 Black & white document for A Customer Guide to Discretionary Discounted Gift Trust from Aviva (1215798kb)
A Customer Guide - Discretionary Loan Trust (1596kb) IN11024 Black & white document for A Customer Guide - Discretionary Loan Trust (1326kb)
Customer Guide to Inheritance Tax Planning (1821kb) IN11025 Black & white document for Customer Guide to Inheritance Tax Planning (1528kb)
Bare Trust Brochure (172kb) IN87015 Black & white document for Bare Trust Brochure (170kb)
Probate Trust Brochure (612kb) IN90008 Black & white document for Probate Trust Brochure (536kb)
Guide for trustees (462130176kb) PT38001 Black & white document for Guide for trustees (330578944kb)
Discretionary Gift Trust Investment customer guide (1877kb) IN11023 Black & white document for Discretionary Gift Trust Investment customer guide (1613kb)
Information on online trusts (146kb) AL53004 Black & white document for Information on online trusts (143kb)

Sales Aids

Title Reference Other versions
Combining the Discretionary and Bare Discounted Gift Trusts from Aviva (198kb) IN87005 Black & white document for Combining the Discretionary and Bare Discounted Gift Trusts from Aviva (193kb)
Tax Advice Leaflet (115kb) IN13136 Black & white document for Tax Advice Leaflet (112kb)