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Order For Discretionary Trust
Name of Trust
*
Dated
*
Trustee(s)
For a Corporate Trustee(s), advise ACN, Registered Office and Name of Director & Secretary
Trustee Name
Address
A.C.N. of Corporate Trustee
(if applicable)
Registered Office
(of Corporate Trustee)
1.
*
2.
3.
4.
Settlor
Name and Address
*
Please advise if you wish us to act as the Settlor.
Settlement Sum
*
Appointor(s)
Name and Address(s)
*
Primary Beneficiaries
Names (Addresses are optional)
Beneficiary Name
Address (Optional)
1.
*
2.
3.
4.
Ordered by
*
Your Email Address
*
Name/Address of Firm
*
Phone
Fax
Date
*
denotes required field