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Castle Corporate Services

LS 1

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Order Form - Discretionary Trust.

Order Placed By

Your Name *		Telephone No *
Name of your firm *		Facsimile No
Firm Type
Delivery Address *
Email *

Trust Details

Name Of Trust *

Delivery Date

ASAP : or enter dd-mm-yyyy below

Commencement Date

[dd-mm-yyyy]

Settlement Sum *

$

Applicable Law

VIC NSW QLD SA WA TAS NT ACT

Settlor

Jennifer Margaret Hamley OR

Name

Address

Trustee

Name *

ACN

Address *

For a corporate trustee please supply names of directors (including title eg. Mr John Smith)

Director 1

Director 2

Director 3

Director 4

Director 5

Director 6

Trustee 3

Trustee 4

Trustee 5

Trustee 6

First Appointor

Name

Address

Succeeded by
[Please number in order of succession.]

Spouse	Children	Parent(s)	LPR	Other

Or

Succession Plan required

Yes No

Primary beneficiaries

(1) Name *

Address *

Relationship to Appointor

Self Spouse Children Parent LPR

(2) Name

Address

Relationship to Appointor

Self Spouse Children Parent LPR

(3) Name

Address

Relationship to Appointor

Self Spouse Children Parent LPR

(4) Name

Address

Relationship to Appointor

Self Spouse Children Parent LPR

(5) Name

Address

Relationship to Appointor

Self Spouse Children Parent LPR

(6) Name

Address

Relationship to Appointor

Self Spouse Children Parent LPR

Type of presentation *

Deluxe Economy Reduced Green

Help

Additional Notes

By ticking this box, I:-

Agree to the terms and conditions which appear below:
Acknowledge I have read the terms and conditions and understand them;
Understand that I may only use the services of Castle Corporate Pty Ltd by agreeing to accept the terms and conditions;
I cannot use the services of Castle Corporate Pty Ltd if I reject the terms and conditions

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