Discounted Gift Scheme

Key Features

• Discounted Gift Scheme (incorporating the Discounted Gift Portfolio Bond) Key Features (W10823) (pdf - 484 KB)

Funds Key Features

• Funds Summary (W11974) (pdf - 263 KB)
• Portfolio Bond and Discounted Gift Portfolio Bond Funds Key Features (W12578) (pdf - 379 KB)

Application forms

• Discounted Gift Scheme Donor Questionnaire (W10836) (pdf - 118 KB)
• Discounted Gift Scheme Trustees' Application (W10822) (pdf - 113 KB)

Contract Document

• Discounted Gift Portfolio Bond Contract Document (W10832) (pdf - 90 KB)

Trust documents

• Deed of Appointment of Additional Trustees (W11060) (pdf - 80 KB)
• Deed of Appointment of Beneficiaries (W11062) (pdf - 81 KB)
• Deed of Removal of Trustee (W11061) (pdf - 60 KB)
• Discounted Gift Absolute Trust (W11478) (pdf - 99 KB)
• Discounted Gift Discretionary Trust (W11479) (pdf - 110 KB)
• Discounted Gift Scheme Trusts Completion Guide (W11956) (pdf - 382 KB)

Essential guides

• A guide to how it works (W10825) (pdf - 89 KB)
• Information on Trusts and Tax for Donors and Trustees (W10829) (pdf - 164 KB)

Supporting material

• Product Summary (W10833) (pdf - 68 KB)
• Switch form (W11971) (pdf - 64 KB)
• Calculator for examples of the Discounted Value (W10831) (pdf - 167 KB)