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Discretionary Trust declaration form - Ageas Protect 2026

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The document is a Discretionary Trust declaration form provided by Ageas Protect, which allows individuals to place specific life insurance policies into a discretionary trust. It outlines the process for establishing the trust, the roles and responsibilities of the settlor and trustees, and the implications for beneficiaries. The document emphasizes the importance of professional advice before completing the form and details how benefits will be managed and distributed under the trust's terms.

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Click ‘Get Form’ to open the Discretionary Trust declaration form in the editor.
Begin with Section A: Definitions. Familiarize yourself with key terms such as Settlor, Trustees, and Potential Beneficiaries to understand your responsibilities.
Move to Section B: The Trust Provisions. Carefully read through the clauses regarding the discretionary powers of appointment and distribution of assets.
In Section C: The Declaration of Trust, fill in the cover reference and type, along with the full names and addresses of all policyholders and trustees.
List potential beneficiaries in the designated area, ensuring you include any specific exclusions as needed.
Finally, ensure all signatures are collected from the Settlor(s) and Trustees, along with independent witnesses where required.

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2016	4.5 Satisfied (36 Votes)
2012	4.4 Satisfied (38 Votes)

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