Formation of Offshore Trust

Please be advised, that all the personal details you are submitting are for our internal use to comply with current Due
Diligence requirements. This information is covered under stringent Swiss secrecy laws.

The fields marked with a star (*) are mandatory.

Application Made By
(*) Surname
(*) First name
E-mail
Trust Name
(*) 1st Choice
2nd Choice

 
Is a bank account required ? yes          No
(if "Yes" accounting fees will be charged at a cost of CHF 450.- per quarter )
 
(*) Purpose for establishing the Trust
 
 
Class of Discretionary Beneficiaries (Example: (i) John Example / (ii) the children and remoter issue of the said John Example / (iii) any person who is for the time being the wife or husband widow or widower (whether or not remarried) of any person referred to in sub-paragraphs (i) and (ii) above / (iv) Charities / (v) such other objects or persons as are added under clause 3).
 

PROTECTOR

A protector is not mandatory for the trust's creation. Please note that if a protector's surname or first names are entered, then the fields marked with a star (*) are mandatory.

(*) Surname
  
(*) First name
  
       
(*) Nationality (*) Marital Status
Passport Number (*) Date Of Birth day month year
Authenticated By Expiry Date day month year

 
(*) Physical Address For Mail Purposes (P.O. Box Acceptable)
If same as physical address, click here
Street Street
   
City City
Zip code Zip code
State State
Country Country
       
Tel. (Home) Tel. (Home)
Fax. (Home) Fax. (Home)
Tel. (Mobile) Tel. (Mobile)
E-mail E-mail
 
 

PERSON AUTHORIZED TO APPOINT THE PROTECTOR
(*) Surname
  
(*) First name
  
(*) Physical Address For Mail Purposes (P.O. Box Acceptable)
If same as physical address, click here
Street Street
   
City City
Zip code Zip code
State State
Country Country
       
Tel. (Home) Tel. (Home)
Fax. (Home) Fax. (Home)
Tel. (Mobile) Tel. (Mobile)
E-mail E-mail
  N.B. The power of appointment would normally lie with the Economic Settlor.
 
(*) Place (*) Date

Signature



This form must be dated and signed. Please send a hard copy to:

Kestrel S.A.
Chemin de Trois-Portes 11
CH-2000 Neuchâtel
Switzerland

 

 

If you are not able to send a hard copy will you please send at least the form duly signed by fax or by E-mail as an attachment.