Trust and foundation payments
Investment payments, expenses and distributions made on the instruction of trustees and foundation councils.
How it works
Authority is checked against the trust deed or foundation charter.
- Document the trust
- Settlor, trustee, protector and beneficiaries are identified and verified.
- Confirm authority
- We check who may instruct us against the governing documents.
- Instruct
- Payments are made on authorised instruction, under dual authorisation.
- Record
- Purpose and supporting documents stay with each payment.
What to have ready
Payments leave with their paperwork. These are the documents we usually ask for.
- Trust deed or foundation charter
- Letter of wishes, where relevant to a payment
- Trustee resolution for the distribution
- Beneficiary identification
Apply for onboarding
Tell us about your payments
Apply online in about ten minutes. We will reply with the documents your structure requires and an indicative timeline for onboarding.