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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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  • Customer privacy notice

    How we collect, manage, store and use your clients' personal information. 

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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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  • Old Mutual Wealth bare loan trust reasons why

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

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  • Old Mutual Wealth discretionary loan trust reasons why

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

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  • Loan trust (bare version) (English Law)

    Trust deed for the Loan Trust.

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  • Loan Trust - Discretionary Version (English Law) limited liability

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  • Loan trust - Discretionary Version (English Law) Unlimited Liability

    Trust deed for the Loan Trust.

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  • Loan Trust - Discretionary Version (Scots Law) Limited Liability

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  • Loan Trust - Bare Version (Scots Law)

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  • Loan trust (Discretionary version) (Scots Law - Unlimited liability)

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