APPLY

In this section you will find the initial documentation required for completion in order for you to become a client of RTL.

Local regulations stipulate that we must conduct full Customer Due Diligence on all of our clients. You will be required to provide us with additional documentation in due course, including proof of identity and primary residential address.

Rock Trustees Limited recommends that each individual takes appropriate legal and taxation advice from a qualified lawyer, accountant or tax adviser.

SOURCE OF FUNDS FORM

This is to be completed by the Settlor and any Subsequent Settlor.

SOURCE OF FUNDS FORM

CLIENT DETAILS FORM

Section A is to be completed by ALL principals, including the Settlor, the Protector (if applicable), the Beneficiaries (if named) and any Subsequent Settlor.

Section B is to be completed by the Settlor, the Protector (if applicable) and any Subsequent Settlor.

CLIENT DETAILS FORM