Trust forms updated to make process ‘easier for advisers and their clients’, Royal London said
Royal London has introduced a new signature-free online business trust form for advisers. Lockdown measures have made obtaining wet signatures difficult for advisers while demand to do business online is increasing, Royal London said. Its new, streamlined option allows advisers to put business protection cases under trust as part of the online application journey without having to obtain a wet signature from the policyholder or trustees. Four other trust forms used with ‘Personal Menu' plans...
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Built-in underwriting rules