Harneys Stage 1

First you should complete the Trustee Service Agreement which contains a Share Trust Formation Questionnaire.

The Formation Questionnaire contains a number of questions for you to answer before we can draft your particular Share Trust and also requires you to produce proof of your identity. The Trustee Service Agreement sets out the terms under which our subsidiary trust company, Harneys Trustees Limited, will act as trustee of your Share Trust.

Trustee Service Agreement

Section 2 of this guide provides information on how to complete the Formation Questionnaire and Trustee Service Agreement. Once they have been completed please return to Lynadia Maduro-Maximin at lynadia.maduro-maximin@harneys.com or Gizelle Osborne-Leader at gizelle.osborne-leader@harneys.com. An emailed pdf copy at this point enables us to get on with the drafting although as you will see we cannot proceed beyond stage 3 until we have hard copies and proof of your identity.

As soon as we receive the pdf copy of your Formation Questionnaire and Trustee Service Agreement we will ask you for payment.

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