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PruProtect Deed of Appointment of Additional Trustee_s_ by nyut545e2

VIEWS: 10 PAGES: 8

									PruProtect Deed of Appointment of Additional Trustee(s).



                                       Important notes
                                       n This Deed may be used by the Settlor, who has created a trust of his PruProtect
Notes to help you                        Plan providing life cover benefit using the PruProtect Discretionary Trust, to
                                         appoint Additional Trustee(s).
Please use BLOCK CAPITALS and
black ink when filling in this form.   n If, after seeking legal advice, this wording is to be used the parties should follow
                                         the completion instructions in the margin of the document.
                                       n 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.
                                       n At the time of a claim, the Deed will be needed to prove the Trustees’ title to
                                         the policy.
                                       n 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   ThIs dEEd Is madE on the                             day of
Deed is signed here
                                            in the year

                       BETWEEn

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


                                                                                            Postcode


                       and

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


                                                                                            Postcode


                       (where two persons are named, “the Settlor” includes both of them)

                       and

INSERT here the        Name of 1st
name(s) and            Additional Trustee
address(es) of the
persons who are to     Address of 1st
be the Additional      Additional Trustee
Trustee(s) who will
act with the Settlor                                                                        Postcode
as the Trustees.
                       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   and Is sUPPLEmEnTaL to a Declaration of Trust dated
                                                                                                    D D M M Y             Y   Y       Y
the Trust here       (“the Trust”) and made by the Settlor.

                     WhEREas
INSERT the policy
number here if the   A By means of the Trust, a Trust was created of the policy numbered
policy has been
issued.
                        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    3. With effect from the date of this Deed the Settlor as Trustee(s) of the Policy hereby assigns the Policy to
sent to Prudential      the Settlor and the Additional Trustee(s) to be held subject to the Trusts of the Trust.
as a notice of the
Appointment and      4. By sending this deed to Prudential the parties hereto hereby notify Prudential of the assignment
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      Name of Settlor
should be
witnessed.                                                                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 – Trustee signatures



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




Name of Third Additional Trustee
                                    Signature of Third 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       At the location stated below on the day and year stated by :
should sign here.
Each signature
should be
witnessed and the
location and the      Name of Settlor
date of each                                                                   Signature of Settlor
signature also need
to be stated.
                      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 Second 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 Third 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
                                                                                                                                                                        PRUPM10317 02/2010




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.

								
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