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 only20 September 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).