APPLICATION FORM
For the Establishment of a Belize Trust

  1. What name do you wish for the Trust?
    _______________________________________________________________

  2. Details of Settlor/Grantor

Name: _________________________

 E-mail: _______________________

Address: _______________________

 Website: ______________________

             ________________________

  

Tel: ___________________________

 Fax: ____________________

Occupation: ____________________

 Date of Birth: __________________

Nationality: ____________________

 Domicile: ____________________

  1. Please provide information on beneficiaries.
    Name: ____________________________________________________________
    Address: __________________________________________________________
                  __________________________________________________________
    Tel: _________________ Fax: _________________ E-Mail: ________________
    Relationship: _____________________ Percent of shares: ________________
    (Please use page 3 or additional sheet for other Beneficiaries.)

  2. What assets or sum of money will be the initial trust fund? Do you intend to add
    any assets later? If yes, please specify.
    __________________________________________________________________
    __________________________________________________________________

  3. Income under the said trust shall be distributed as follows:-
    Paid to the beneficiaries as indicated below.
    Quarterly     Annually     Semi-annually      Other: ______________

  4. Upon your death, do you wish the trust to be:-
    Continued
    Dissolved and the accrued income and capital distributed according to the following instructions. (Attach instructions on separate sheet)

  5. Do you wish International Services Ltd. to act as your Trustee?

    If no, use page 3.

     YES            NO

  6. Do you wish to provide an alternate Trustee?

    If yes, use page 3.

    YES           NO

  7. Would you like us to provide a Protector of the Trust?

    If no use page 3.

    YES           NO

  8. Do you wish International Management Inc. to act as successor Protector?

    If no use page 3.

    YES           NO

DATED the _______________ day of ________________________ , ________.

__________________________
Applicant

Check if you require the following Services:

Do you need a US Dollar Account
Do you need an International Credit Card
Do you need a US Security/Stock Account
Do you need an International Business Company
Do you need Mail Forwarding Services
Other Requirements
  __________________________________________________________________
__________________________________________________________________

If you wish to provide another person for # 7 – 10, please supply the following:

TRUSTEE

Name: ___________________________ Tel.: ____________________________
Address: _________________________ Fax: _____________________________
              _________________________ E-mail: __________________________
Occupation: _______________________ Nationality: ________________________

PROTECTOR

Name: ____________________________ Tel.: _____________________________
Address: __________________________ Fax: ______________________________
              __________________________ E-mail: __________________________
Occupation: _______________________ Nationality: _______________________

SUCCESSOR TRUSTEE

Name: ____________________________ Tel.: ______________________________
Address: __________________________ Fax: ______________________________
              __________________________ E-mail: ___________________________
Occupation: _______________________
Nationality: ________________________

SUCCESSOR PROTECTOR

Name: ____________________________ Tel.: _______________________________
Address: __________________________ Fax: _______________________________
              __________________________ E-mail: ____________________________
Occupation: _______________________ Nationality: _________________________


ADDITIONAL BENEFICIARY

Name: ____________________________ Tel.: ______________________________
Address: __________________________ Fax: ______________________________
              __________________________ E-mail: ___________________________
Occupation: _______________________ Nationality: ________________________


DATED the _______________ day of ________________________ , ________.

__________________________
Applicant

 

Back to Offshore Services

 

 

 

QUICK LINKS: Welcome | Offshore Services | Retirement Services | Investment Services | About Belize | About Our Firm | Contact Us

Copyright © 2008 International Services Limited. Designed by Idealabstudios.com