Loan trust

  • Additional loan agreement and acknowledgement of receipt of loan by trustees

    This document evidences any further loan from the settlor to the trustees for investment within their existing bond.

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  • Request to trustees for loan repayment and acknowledgement of receipt of loan payment

    This document should be completed where the settlor wishes to request repayment of some or all of their outstanding loan.

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  • Skandia bare loan trust reasons why

    This document suggests some of the reasons you may have recommended the Skandia bare loan trust which you may wish to incorporate within your recommendation letters.

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  • Skandia discretionary loan trust reasons why

    This document suggests some of the reasons you may have recommended the Skandia discretionary loan trust which you may wish to incorporate within your recommendation letters.

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  • Skandia Investment Solutions loan trust (bare version) (English Law)

    Trust deed for the Loan Trust.

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  • Skandia Investment Solutions loan trust (bare version) (Scots law)

    Trust deed for the Loan Trust.

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  • Skandia Investment Solutions loan trust (discretionary version) (English Law)

    Trust deed for the Loan Trust.

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  • Skandia Investment Solutions loan trust (discretionary version) (Scots law)

    Trust deed for the Loan Trust.

    Download