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  4. If I want to put a Business Protection or Relevant Life policy in trust, can it go on risk without a trust form?

If I want to put a Business Protection or Relevant Life policy in trust, can the policy go on risk without a trust form?

For protection policies only

Wed Sep 20 15:18:00 BST 2017

No - we'd need to see the signed and completed trust form before the policy can go on risk. For Relevant Life you should use our Declaration of trust for a Relevant Life policy (PDF - 122kb)(Opens new window).  For Business Protection you should use our Business Protection Trust form (PDF - 232kb)(Opens new window).


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