To complete an Digital Discretionary Trust Form:

Access the Trust Form (click here)

Complete the Trust Form. You can use the Trust Guide to help with this.
Ensure you read and tick the confirmation.

Save the online form as a PDF.

Tip - ctlr S will save on most web browsers (this may differ on mobile devices) 

Attach the pdf to a new email.

Send the email to

If we require more information we'll contact you.

We'll put the policy into trust and confirm.