Trusts

Introducing our new Online Trusts

The benefits of our new Online Trusts

  • No need for signatures – Trusts are in place from the outset, making it easier for you and your customers
  • More flexibility – an enhanced split Trust feature allows your customers to choose how much Terminal Illness or Critical Illness benefit they want to retain
  • Greater Freedom – customers can exercise product options without trustee’s permission such as declining of indexation option

FOR NEW APPLICATIONS ONLY

Trusts video

Setting up a Trust - making it easier

New applications that require a Trust can be set up online or by using our paper-based Trust tool. Existing policies that require a Trust can be set up using our paper-based Trust tool. Choose from one of the three options below.

Online Trusts

For new Personal and Business applications. Trusts can be created in OLPC when submitting an application.

Personal Protection Trusts

For existing Personal policies or if you want to use a paper-based Trust for a new policy.

Business Protection Trusts

For existing Business policies or if you want to use a paper-based Trust for a new policy.