Application Forms

All application types below can be found in the Application portal. The previous Word forms and which new versions they correspond with are below.

Personal Fiduciary Licence (2021) – Personal Fiduciary licence

Form Discretionary Exemption (2021) – Discretionary Exemption for a Private trust company

Form Discretionary Exemption for Pensions (2021) – Fiduciary discretionary exemption (pensions)

Form Discretionary Exemption for PTC (2021) – Fiduciary Discretionary Exemption

Form CofC - Change of Controller (2023) – Change of Controller (under non-specific sector)

Please note that the Word forms will be phased out over the coming months.