FundsNetwork Trusts

Latest documents 

	Trust Selection Flowchart
	FundsNetwork Multi-Asset Trust Factsheet

Application forms and associated documents

	FundsNetwork OEIC and Unit Trust application form for trust investments
	Trustee application for the FundsNetwork Investment Bond
	Application form for the FundsNetwork International Bond
	Fidelity Funds/Fidelity Funds II (SICAV) application form for trust investments
	Verification certificates for trusts booklet

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The FundsNetwork Bare Discounted Gift Trust

	Installation guide and Completion notes
	The FundsNetwork Bare Discounted Gift Trust investor guide
	The FundsNetwork Bare Discounted Gift Trust adviser guide
	The FundsNetwork Bare Discounted Gift Trust deed
	Amendment to proposal investment bond
	Amendment to proposal international bond
	Health questionnaire
	Discount calculator (single)
	Discount calculator (joint)

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The FundsNetwork Discretionary Discounted Gift Trust

	Installation Guide and Completion notes
	The FundsNetwork Discretionary Discounted Gift Trust investor guide
	The FundsNetwork Discretionary Discounted Gift Trust adviser guide
	The FundsNetwork Discretionary Discounted Gift Trust deed
	Health questionnaire
	Discount calculator (single)
	Discount calculator (joint)

	The FundsNetwork Bare Gift Trust deed
	The FundsNetwork Bare Gift Trust investor guide
	The FundsNetwork Bare Gift Trust adviser guide

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The FundsNetwork Discretionary Gift Trust 

	The FundsNetwork Discretionary Gift Trust deed
	The FundsNetwork Discretionary Gift Trust investor guide
	The FundsNetwork Discretionary Gift Trust adviser guide

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The FundsNetwork Bare Loan Trust

	The FundsNetwork Bare Loan Trust deed
	Loan Trust Loan agreement
	The FundsNetwork Bare Loan Trust investor guide
	The FundsNetwork Bare Loan Trust adviser guide
	Acknowledgement of receipt of loan by trustees
	Request to trustees for loan repayment
	Receipt of loan repayment
	Schedule of loan repayments

The FundsNetwork Discretionary Loan Trust

	The FundsNetwork Discretionary Loan Trust deed
	Loan Trust loan agreement
	The FundsNetwork Discretionary Loan Trust investor guide
	The FundsNetwork Discretionary Loan Trust adviser guide
	Acknowledgement of receipt of loan by trustees
	Request to trustees for loan repayment
	Receipt of loan repayment
	Schedule of loan repayments

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The FundsNetwork Excluded Property Trust 

	The FundsNetwork Excluded Property Trust deed
	Completion notes
	The FundsNetwork Excluded Property Trust investor guide
	The FundsNetwork Excluded Property Trust adviser guide

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The FundsNetwork SIPP By-Pass Trust

	The FundsNetwork SIPP By-Pass Trust Guide
	The FundsNetwork SIPP By-Pass Trust Deed
	Instruction for payment of death benefits for the FundsNetwork Self Invested Personal Pension

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Technical Guides

	The FundsNetwork guide to the taxation of trusts
	The FundsNetwork guide to trusts
	The FundsNetwork guide to duties and responsibilities of trustees

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Trust Records and other useful forms and documents

	Notice of assignment of Investment Bond
	Record of transactions
	Acknowledgement of receipt of loan by trustees
	Request to trustees for loan repayment
	Receipt of loan repayment
	Schedule of loan repayments
	Deed of Dismissal of Trustee
	Deed of Appointment of Additional Trustee
	Deed of Retirement & Appointment of Trustee
	Deed of Appointment of Beneficial Interest
	Assignment of a Bond to the Trustees

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