How to apply

Before you apply

Before proceeding to the application stage you should ensure that your client wishes to set up a Loan Trust (creating fixed trust interests), which is on an absolute basis.

Should they wish to establish the trust on a discretionary basis, please look at our Flexible Loan Trust.

Please also ensure your client has read the important notes for applications.

 

The application stages

Step 1


Step 2

  • Trustees complete the bond application form as the applicants
  • The trustees can invest in the Investment Bond

The following items should accompany the application

  • Cheque for investment amount (can be drawn on the settlor(s) bank account)
  • Confirmation of verification of identity of the settlor(s) and all additional trustees
  • Copy of illustration


Step 3

  • Policy documents will be issued to the trustees

Copyright ©2018 Scottish Widows | Copyright, companies, legal and privacy information |  Accessibility | Site map

Important Information about Scottish Widows | Read about how we use cookies

Information within this site is intended for UK authorised and regulated financial advisers only. It is not intended for onward transmission to retail customers and should not be relied upon by any other person. If you are not an adviser please return to our consumer site.

Scottish Widows is not responsible for the content of third party websites. Separate terms apply to the use of third party websites and Scottish Widows does not warrant the accuracy, reliability, availability or otherwise of these sites.

By using this site you agree to our terms & conditions of use. Please read our copyright, companies, legal and privacy information. We may record and monitor calls to help us improve our service.

Scottish Widows Limited. Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655.

Scottish Widows Unit Trust Managers Limited. Registered in England and Wales No. 1629925. Registered Office in the United Kingdom at Charlton Place, Andover, Hampshire SP10 1RE. Tel: 0345 300 2244. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 122129.

HBOS Investment Fund Managers Limited, registered in England number 941082. Registered office in the United Kingdom at Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 119223.

Scottish Widows Bank is a trading name of Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales, no. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 119278.
Browser Warning: your browser may not be fully supported on this site. Visit our browser help page for a list of supported browsers.
close