Home Wealth Solutions Customer Support – Wealth Solutions Athora Ireland Guides and Forms

Guides and Forms

Legal Entity Identifier (336KB)

Acceptable Assets (195KB)

Adviser Charge Instruction (966KB)

Assignment Of Policies Form (947KB)

Bank Deposit Additional Details Form (930KB)

Change of Regular Contribution form (975KB)

Death Claim form (967KB)

Declaration of Residence Outside of Ireland (884KB)

Internal Switch Instructions form (930KB)

Investment Services Appointment form (1MB)

Investor Declaration form (873KB)

Lost Policy Declaration (903KB)

Open Architecture Dealing Instruction form (828KB)

Removal of UCITS restrictions form (931KB)

Return to the UK form (919KB)

Self-certification Form for Entities (395KB)

Self-certification Form for Individuals (358KB)

Single & Regular Withdrawal/Cash-in form (1MB)

Supplementary Form for the Appointment of a New Custodian (972KB)

Absolute Trust

Deed of Appointment of Additional Trustee

Deed of Retirement of Trustees – Trustee has power of appointment

Discretionary Trust – Settlor can be a potential beneficiary

Discretionary Trust – Settlor cannot be a beneficiary

Guide to Trusts

Probate Trust