Professional Trustee Service

Professional trustee service guide

What you'll need and how to apply

• Professional trustee service guide

Professional trustee service trust solutions

The customer journey flow for our range of trust solutions, and which trust deed you'll need

• Trust solutions guide

The policy application

Premiere Account and Premiere Europe

• Premiere Account and Premiere Europe Account application form
• Wealth Preservation Account application form
• Select Account application form

Professional trustee application

• ZEDRA application form
• ZEDRA delegation of investment powers to settlor(s) form
• ZEDRA Canada Life appointment of professional trustee - New policy

Anti-money laundering evidence

• Guide to anti-money laundering and preventing the financing of terrorism

Wealth Preservation Trust

• WPA Trust Deed

Gift & Loan Trust

• Discretionary Gift & Loan
• Discretionary Gift & Loan Trust additional loan agreement
• Absolute Gift & Loan
• Absolute Gift & Loan additional loan agreement

Gift Trust (Discretionary or Absolute)

• Discretionary Gift Trust
• Absolute Gift Trust

Discounted Gift Trust

• Discretionary Discounted Gift Trust
• Absolute Discounted Gift Trust

• Initial charges and fees
• ZEDRA Canada Life - Trustee fee schedule 2024

Adding Zedra to an existing policy

• ZEDRA Canada Life appointment of professional trust - Existing trusts
• ZEDRA Canada Life appointment of professional trustee - Existing trusts settlor deceased

Servicing forms

• ZEDRA Canada Life trust tax compliance and TRS
• ZEDRA TRS application form UK HMRC
• ZEDRA CRBOT application form