Protected Trusts and non-reporting funds

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* 1. What is the name of your trust company or your business name (if you act as a professional trustee but do not use a corporate vehicle)? (This question is just being asked so we can remove duplicate responses from our overall results. All responses will be treated in the strictest confidence and will otherwise be entirely anonymous.)

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* 2. Approximately, how many Protected Trusts (that is trusts with a settlor who is living and UK deemed domiciled) with one or more investment portfolio do you administer?

- 1-10

- 11-20

- 21-50

- 51-100

- 101-150

- 151-200

- 201-300

- 301-500

- 501-1000

- 1001 -2000

- 2001-3000

3000+

Other (please specify or give a more exact number if you wish)

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* 3. Of the Protected Trusts in question 2, approximately how many do you envisage will have non-reporting funds as part of the trust fund property (for these purposes please include property held within underlying holding companies)?

- 0-10%

- 11%-20%

- 21%-30%

- 31%-40%

- 41%-50%

- 51%-60%

- 61%-70%

- 71%-80%

- 81%-90%

- 91%-100%

Other (please specify a more exact percentage or number of trusts)

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* 4. Approximately, how many additional Protected Trusts (that is trusts with a settlor who is living and UK deemed domiciled) with one or more investment portfolio do you expect to administer in the next 10 years as a result of settlors becoming UK deemed domiciled?

- 1-10

- 11-20

- 21-50

- 51-100

- 101-150

- 151-200

- 201-300

- 301-500

- 501-1000

- 1001-2000

-2001-3000

3000+

Other (please specify or give a more exact number if you wish)

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* 5. Of the Protected Trusts in question 4, approximately how many do you envisage will want to have non-reporting funds as part of the trust fund property (for these purposes please include property held within underlying holding companies)?

- 0-10%

- 11%-20%

- 21%-30%

- 31%-40%

- 41%-50%

- 51%-60%

- 61%-70%

- 71%-80%

- 81%-90%

- 91%-100%

Other (please specify a more exact percentage or number of trusts)

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* 2. Approximately, how many Protected Trusts (that is trusts with a settlor who is living and UK deemed domiciled) with one or more investment portfolio do you administer?

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* 3. Of the Protected Trusts in question 2, approximately how many do you envisage will have non-reporting funds as part of the trust fund property (for these purposes please include property held within underlying holding companies)?

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* 4. Approximately, how many additional Protected Trusts (that is trusts with a settlor who is living and UK deemed domiciled) with one or more investment portfolio do you expect to administer in the next 10 years as a result of settlors becoming UK deemed domiciled?

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* 5. Of the Protected Trusts in question 4, approximately how many do you envisage will want to have non-reporting funds as part of the trust fund property (for these purposes please include property held within underlying holding companies)?

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* 6. Do you have any other comments on this issue (including details of the likely monetary values involved if available)?