Trust documentation - Life Bonds

Off platform (direct to Legal & General) applications should be sent to Legal & General Assurance Limited

On platform (Cofunds) applications should be sent to Cofunds Limited

Please note, where a gift of a cash sum or loan is being made to the Trustees, the cheque should made payable to:

• Legal & General Assurance Limited, for off platform applications, or
• Cofunds Limited, for on platform applications

• Gift Scheme Absolute Trust Deed (W11482) (pdf - 95 KB)
• Gift Scheme Discretionary Trust Deed (W11483) (pdf - 107 KB)
• Gift Scheme Flexible Trust Deed (W11484) (pdf - 110 KB)
• Gift Scheme Trusts Completion Guide (W11955) (pdf - 431 KB)
• Loan Agreement for Legal & General Gift & Loan Scheme - increments only (W2903) (pdf - 146 KB)
• Loan Scheme Absolute Trust Deed (W11480) (pdf - 105 KB)
• Loan Scheme Discretionary Trust Deed (W11481) (pdf - 107 KB)
• Loan Scheme Trusts Completion Guide (W11954) (pdf - 327 KB)
• Trust Decision Tree (W11958) (pdf - 31 KB)
• Will Trust Solution (Q0021236) (pdf - 95 KB)