Family and property trusts
Applications in a trust name
Trust purchases hinge on authority: the bank needs to see who may bind the trust, and who benefits from it, before it looks at income at all.
Documents to prepare
- Letter of executor
- ID copies
- Founder and beneficiaries' ID copies or birth certificates
- Trust resolution
- Trust deed
- Master's letter of authority
Good to know
- — If the trust's income comes from employment or self-employment, also submit the documents from the relevant list above.
We will check your pack before the bank does.
Send through what you have and we will tell you what is missing, then — through our origination network — submit to the major lenders best suited to your application.
Submit your documents