Part 1 - Share Trust Formation Questionnaire Section (1) - Name of Share Trust You need to insert the proposed name of your Share Trust, you can choose almost any name except that you cannot use the word "Fund". We suggest your family name, followed by "Share Trust". Section (2) - Details of Primary Beneficiaries In this Section you will need to insert details of the beneficiaries that you wish primarily to benefit, you need to insert their full name and contact address, their age and indicate their sex and the proportion of the shares that you wish them to have - 10%, 50% etc., repeat this process for each beneficiary, use an additional sheet of paper if required. Note, it is very important that the percentage taken by each of your beneficiaries equals 100% when added together. Section (3) - Details of Secondary Beneficiaries In this Section you set out details of beneficiaries that you would wish to take your shares if all your primary beneficiaries were to predecease your death or earlier incapacity. You need only insert the name and address of each secondary or default beneficiary, use an additional sheet of paper if required. Section (4) - Details of the Company In this Section you are required to insert the company registration number, details of its registered agent and current directors, and to confirm whether the company is licensed, registered, recognised and or authorised under any of the listed statutes. Use an additional sheet of paper if required. Section (5) - Details of Shares In this Section you will need to indicate how many shares you wish added to your Share Trust, their par value (if any) and whether or not held by a nominee. Note, where your shares are held by a nominee, your nominee will need to transfer legal title to the shares to you before you can add the shares to your Share Trust. Section (6) - Details of Nominated Director(s) In this Section you will need to insert the name and address of every director that you wish appointed in the event of your death or earlier incapacity, use an additional sheet of paper if required. Section (7) - Income Mandate Form, Payment Details In this Section you need to insert your bank account details so that any dividend income can be paid into your bank account. Section (8) - Agent for correspondence This Section relates back to the Trustee Service Agreement and if you so indicate allows us to correspond via your agent; if you want to do this you will need to insert their details. Part 2 - Settlor Identification Evidence This Section sets out the form of personal identification information that you will need to provide to us. You will need to show this to your relevant third party professional, and they will need to insert their details and sign as appropriate. Previous StepNext StepReturn to the Table of Contents