Trust

Please read this Application Form carefully. The Application Form, together with our Terms and Conditions of Business and Schedule of Charges, will constitute a legal agreement between you and Dowgate Capital Limited. If you are unsure about how to complete any section of this form, please contact us.

Personal Details

Trust Details

Correspondence Address

Trustee One

Trustee Two

Settlor

Please provide details of the settlor of the Trust. For deceased settlor's please provide their name only.

Beneficiary One

Please provide details of the beneficiaries of the Trust. Please submit further copies of this form if there are additional trustees or beneficiaries.

Beneficiary Two

Please provide details of the beneficiaries of the Trust. Please submit further copies of this form if there are additional trustees or beneficiaries.

Bank Building Society Details

Please provide bank/building society details of the account to be used for settlement of your account

Third Party Authority

Third Party Disclosure

Consent and Acknowledgement

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With effect from May 25th 2018 the EU wide General Data Protection Regulation (GDPR) came into effect. To ensure we only contact you when you would like us to do so, we need you to confirm that you are happy for us to contact you with regards different communications. For communications that you would like to receive from us, please opt in to any of the below:

Data Privacy

In addition to the above, we have also updated our Privacy Notice and Cookie Policy, which sets out how we collect, store and handle your personal data. We can also provide you with our detailed privacy policy by emailing us at compliance@dowgate.co.uk