JavaScript Warning

This site relies on JavaScript for critical functionality. Please enable JavaScript and reload the page.

How do I open a trust account?

To open a trust account we need the relevant application form, as well as the Trust Deed, and identification for all the parties in the trust. All trustees must complete the application form and will become the account holders. 

For Will Trusts, we need to see the Will as well as a Grant of Probate that confirms this is a valid Will.

If you do not intend to use a Trust Deed and do not currently have one in place, you can invest for children in a Bare Trust by using this form.