WebDiscretionary Gift Trust This trust deed may be used for policies issued by: • Canada Life Limited • Canada Life International Limited • CLI Institutional Limited • Canada Life International Assurance (Ireland) DAC Trust Deed. This Deed of Assignment and Settlement is made on the Discretionary Gift Trust / / Part 1 – Settlor(s) and ... WebTrust allowing your client to place a lump sum into trust whilst retaining the right to receive regular payments.; Option to potentially provide modest amounts of capital to beneficiaries during your client’s life as well as the remaining fund following your client’s death.; The initial gift may be discounted offering the potential to immediately reduce your client’s …
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