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Trustee details

In order to open an account in trust, we need to know how many trustees act on behalf of the trust, and their details.

Beneficiary details

In order to open an account in trust, we need to know how many beneficiaries are associated with the trust. If these beneficiaries act as a group, then we only require the name that the group functions under. Alternatively, we will require the first name and surname of each beneficiary.

If you are unsure of any trustee or beneficiary detail that we require, please contact your accountant or solicitor.

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