Get St. Georges Group Trust Information Form 2019-2025

Filling out the St. Georges Group Trust Information Form online is an essential step toward establishing a trust relationship with St. Georges Trust Company Limited. This guide provides clear, step-by-step instructions to assist users in completing the form accurately and efficiently.

Follow the steps to fill out the form successfully

1. Click ‘Get Form’ button to obtain the St. Georges Group Trust Information Form and open it for editing.
2. Provide your personal information in Section A, including your full name, current residential address, contact details, marital status, occupation, and business address.
3. In Section B, fill in family information. Include names, dates of birth, nationalities, and addresses of your spouse, children, and other dependents, along with any special family circumstances.
4. Enter details about your professional advisors in Section C. Record the names, firms, addresses, and contact numbers of your accountant, lawyer, investment advisor, and any other relevant advisors.
5. Section D requires input regarding your financial background and the origin of assets to be settled in the trust. Include your estimated net worth, a breakdown of assets, existing estate planning structures, and your objectives for establishing the trust.
6. In Section E, provide the name of the trust and details of the beneficiaries. Include full names, dates of birth, nationalities, and addresses of each proposed beneficiary and any Trust Protector details if applicable.
7. Complete Section F by gathering and listing the necessary customer due diligence documents required to support the application, as specified in the form.
8. Finally, review all entries for accuracy. Once confirmed, you can save your changes, download the completed form, print it, or share it as necessary.

Start filling out your trust information form online today to ensure a smooth and efficient process.