Shareholder Insurance Trusts

with Key People as Shareholders

in their Business?

How do you protect the business?

Setting up shareholder cover for funding is one thing. But it's about more than just the cash.

Complementing that cover with a Shareholder Insurance Trust ensures the funds are used correctly with a purpose-built buy-sell Trust Deed.

That's where the control and certainty comes into it.

Gone is the confusion, the prohibitive cost and the unforeseen issues at claim time.

Help your clients - and their accountant or lawyer - close the Business Insurance loop

Get the Right Solution

Simple and Online

We offer a quick & easy set-up service

Learn more today

Quality assured by leading experts.

Offered at a fraction of the cost of traditional buy-sell agreements and trusts.

Nails the detail not typically covered by general Shareholder Agreements.

Enables you to work alongside your client's accountant (or lawyer) to have the documents printed, signed and witnessed.

SAMPLE DOCUMENTS 

Order Form | Flowchart | Checklist | Letter of Wishes | Trust Deed | IR596 Form | Trustee Resolution