Can I choose to Exclude Foreign Beneficiaries when establishing a Discretionary Trust?
When establishing a Discretionary Trust there is a tab in the document form where you can choose to Exclude Foreign Beneficiaries.
Note: This is an irrevocable exclusion of foreign persons.
If you select "yes" to exclude Foreign Beneficiaries, a popup will appear. You should read and acknowledge the information therein by clicking "Understood and Agreed". You must click this in order to continue.