Trust suite | Library

Submitted by rhill on Wed, 05/01/2019 - 14:36

Adviser guides

Id	Description	Type
0180	Nucleus Bare Gift Trust - An adviser guide
0181	Nucleus Discretionary Gift Trust - An adviser guide
0182	Nucleus Onshore Bond Bare Discounted Gift Trust - an adviser guide
0183	Nucleus Onshore Bond Discretionary Discounted Gift Trust - An adviser guide
0207	Nucleus Flexible Gift Trust - An adviser guide
0228	Nucleus Discretionary Bypass Trust - An adviser guide
0209	NUG - Nucleus Flexible Gift Trust
0174	NUG - Bare gift trust
0175	NUG - Discretionary gift trust
0199	NUG - Discretionary loan trust
0200	Nucleus Discretionary Loan Trust - an adviser guide

Client guides

Id	Description	Type
0184	A guide to the Nucleus Bare Gift Trust
0185	A guide to the Nucleus Discretionary Gift Trust - 0185
0201	A guide to the Nucleus Discretionary Loan Trust
0206	A guide to the Nucleus Flexible Gift Trust
0226	A guide to the Nucleus Bypass Trust for use with the Nucleus Pension account

Offshore Bond trust documents

Id	Description	Type
-	RL360 Wrap

Trust selector

Id	Description	Type
0186	Nucleus trust selector

Trust deeds

Id	Description	Type
0168	Nucleus Onshore Bond Bare Discounted Gift Trust - Trust Deed
0169	Nucleus Onshore Bond Bare Discounted Gift Trust Addendum
0171	Nucleus Onshore Bond Discretionary Discounted Gift Trust - Trust Deed
0172	Nucleus Discretionary Gift Trust - Trust Deed
0173	Nucleus Bare Gift Trust - Trust Deed
0193	Nucleus Discretionary Loan Trust - Trust Deed
0208	Nucleus Flexible Gift Trust - Trust Deed
0223	Nucleus Discretionary By-pass Trust deed
0244	Draft deed of retirement of trustee and appointment of replacement trustee
0245	Draft deed of removal and replacement of trustee
0246	Draft deed of removal of trustee (without appointment of replacement trustee)
0247	Draft deed of retirement of trustee (without appointment of replacement trustee)
0303	Draft deed of appointment of further additional trustee(s)

Supporting forms

Id	Description	Type
0188	Request for an estimated discount illustration - Onshore and Offshore Bond accounts
0170	Nucleus Onshore Bond Discounted Gift Trust - Medical Questionnaire
0194	Nucleus Discretionary Loan Trust - Loan agreement
0195	Nucleus Discretionary loan trust - Receipt of payment
0196	Nucleus Discretionary Loan Trust - Request for repayment
0197	Nucleus Discretionary Loan Trust - Draft legacy of loan entitlement
0198	Nucleus Discretionary Loan Trust - Acknowledgement of receipt

Resources

Id	Description	Type
0191.01	Techlink Professional and Techlink Communicator