PruProtect Deed of Appointment of Additional Trustee(s) by luckboy

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									PruProtect Deed of Appointment of Additional Trustee(s).

Important notes

Notes to help you
Please use BLOCK CAPITALS and black ink when filling in this form.

I This Deed may be used by the Settlor, who has created a trust of his PruProtect Plan providing life cover benefit using the PruProtect Discretionary Trust, to appoint Additional Trustee(s). I If, after seeking legal advice, this wording is to be used the parties should follow the completion instructions in the margin of the document. I This wording is suitable only to effect the first appointment of additional Trustees. When Additional Trustees have already been appointed and it is desired to appoint further Trustees, a different Deed will be needed. I At the time of a claim, the Deed will be needed to prove the Trustees’ title to the policy. I We accept no responsibility that this Deed is suitable for your individual requirements. If you are unsure about its suitability, we strongly advise you to seek legal or tax advice.

Page 1 of 8

Part 1 – Personal details
INSERT the date this Deed is signed here THIS DEED IS MADE ON the in the year BETWEEN Insert your name and address here. Name of Settlor Address of Settlor day of

Postcode

and Insert your name and address here. Name of 2nd Settlor Address of 2nd Settlor

Postcode

(where two persons are named, “the Settlor” includes both of them) AND INSERT here the name(s) and address(es) of the persons who are to be the Additional Trustee(s) who will act with the Settlor as the Trustees. Name of 1st Additional Trustee Address of 1st Additional Trustee
Postcode

and Name of 2nd Additional Trustee Address of 2nd Additional Trustee
Postcode

and Name of 3rd Additional Trustee Address of 3rd Additional Trustee
Postcode

( “the Additional Trustees”) of the second part.

Page 2 of 8

Part 1 – Personal details – continued
INSERT the date of the Trust here INSERT the policy number here if the policy has been issued. AND IS SUPPLEMENTAL to a Declaration of Trust dated (“the Trust”) and made by the Settlor. WHEREAS A By means of the Trust, a Trust was created of the policy numbered D D M M Y Y Y Y

and issued by Prudential Assurance Company Ltd (“the Policy”). B The Settlor is/are the present Trustee(s) of the Trust. C The power of appointing new or Additional Trustee(s) under the Trust is vested for the time being in the Settlor. D The Settlor desires to appoint the Additional Trustee(s) to act jointly with the Settlor as Trustees of the Trust in the execution and administration thereof. E The Additional Trustee(s) wish to accept his/her/their appointment as Trustees of the Trust. F The Policy is the only property at present held by the Settlor as Trustee(s) and it is intended that legal ownership of the Policy shall be transferred into the joint ownership of the Settlor and the Additional Trustee(s). AND WITNESSES as follows: 1. In exercise of the power conferred by the Trust and all other powers (if any) the Settlor HEREBY APPOINT(S) the Additional Trustee(s) to be a Trustee(s) to act jointly with the Settlor as Trustees for all the purposes of the Trust with effect from the date of this Deed. 2. The Additional Trustee(s) accept the appointment effected by this Deed. This Deed must be sent to Prudential as a notice of the Appointment and assignment. 3. With effect from the date of this Deed the Settlor as Trustee(s) of the Policy hereby assigns the Policy to the Settlor and the Additional Trustee(s) to be held subject to the Trusts of the Trust. 4. By sending this deed to Prudential the parties hereto hereby notify Prudential of the assignment referred to above.

Page 3 of 8

Part 2 – Settlors Signatures
SIGNATURES: [IN ENGLAND, WALES AND IN NORTHERN IRELAND] IN WITNESS whereof the parties hereto executed this deed the day and year stated above SIGNED AS A DEED AND DELIVERED by the said: All the parties should sign here. Each signature should be witnessed.

Name of Settlor Signature of Settlor In the presence of:

Signature of Witness

Postcode

Name and address of Witness

Name of Second Settlor Signature of Second Settlor In the presence of:

Signature of Witness

Postcode

Name and address of Witness

Page 4 of 8

Part 2 – Settlors Signatures – continued

Name of First Additional Trustee Signature of First Additional Trustee In the presence of:

Signature of Witness

Postcode

Name and address of Witness

Name of Second Additional Trustee Signature of Second Additional Trustee In the presence of:

Signature of Witness

Postcode

Name and address of Witness

Page 5 of 8

Part 3 – Settlors Signatures
SIGNATURES: [IN SCOTLAND] IN WITNESS whereof these presents are subscribed as follows: All the parties should sign here. Each signature should be witnessed and the location and the date of each signature also need to be stated. At the location stated below on the day and year stated by :

Name of Settlor Signature of Settlor Location In the presence of:

Signature of Witness

Postcode

Date

D D M M Y

Y

Y

Y

Name and address of Witness

Name of Second Settlor Signature of Second Settlor Location In the presence of:

Signature of Witness

Postcode

Date

D D M M Y

Y

Y

Y

Name and address of Witness

Page 6 of 8

Part 3 – Trustee Signatures

Name of First Additional Trustee Signature of First Additional Trustee Location In the presence of:

Signature of Witness

Postcode

Name and address of Witness

Date

D D M M Y

Y

Y

Y

Name of First Additional Trustee Signature of second Additional Trustee Location In the presence of:

Signature of Witness

Postcode

Name and address of Witness

Date

D D M M Y

Y

Y

Y

Name of First Additional Trustee Signature of third Additional Trustee Location In the presence of:

Signature of Witness

Postcode

Name and address of Witness

Date

D D M M Y

Y

Y

Y

Page 7 of 8

The Prudential Assurance Company Limited provides and manufactures benefits under the plan. Prudential Health Services Limited distributes and services the product and issues the documentation. PruProtect is a trading name of Prudential Health Services Limited and Prudential is a trading name of The Prudential Assurance Company Limited. Both companies are registered in England and Wales and have their registered offices at Laurence Pountney Hill, London EC4R 0HH. Prudential Health Services Limited is registered number 5933141 and The Prudential Assurance Company Limited is registered number 15454. Prudential Health Services Limited and The Prudential Assurance Company Limited are authorised and regulated by the Financial Services Authority.

PRUPM10317 04/2009


								
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