Loan Agreement Between Trustees And A Beneficiary Page 3

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SCHEDULE 1 Sum Loaned
Please insert the sum
you intend to loan to the
The sum of £
Beneficiary.
Please insert details of
SCHEDULE 2 Details of the Declaration
the Declaration of Trust
as indicated.
Parties to the original
Parties to original Trust
Trust Deed: Please insert
the names of the Settlor/
Donor/Grantee and the
Additional Trustees.
Name of Company:
Date of Trust
Name of Trust
Trust
Please insert
Legal & General
Description of original
Name of Company
Assurance Society
Trust property
Limited.
Policy Numbers
part e. signatures
Trustee 1
Trustee 2
Please leave boxes
1. Signed by the said
blank if not required.
Trustee (full name)
Date: Please add the
date of signature.
Once all the parties
2. Signature
have signed, the
last date on which a
person signed should
be inserted as the date
3. Date of Signature
of this Agreement in
the box on page 2.
Trustee 3
Trustee 4
1. Signed by the said
Trustee (full name)
2. Signature
3. Date of Signature
Beneficiary
1. Signed by the said
Beneficiary (full name)
2. Signature
3. Date of Signature
Legal & General Assurance Society Limited
Registered in England and Wales No. 00166055
Registered office: One Coleman Street, London EC2R 5AA
Legal & General Assurance Society Limited is authorised by the
Prudential Regulation Authority and regulated by the
Financial Conduct Authority and the Prudential Regulation Authority.
W13094 06/15 NON ASD
Page 3

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