Document library
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Administrative Forms
- Accredited Investor Opt in Form
- Additional Lives Assured
- Change of address/contact details
- Confirmation of residential address
- Fixed Term Deposit - Client Investment Declaration
- Loss / Non-Receipt of policy document
- Reinstatement form
- Request for Payment on Death
- Request for payment by withdrawal/surrender
- Specimen Signature Form
- Valuations and contract notes by email (client)
- Verification of ID and Address - Guidelines
Beneficiary Nominations
- Nomination of beneficiaries Form 1 - Trust Nomination
- Nomination of beneficiaries Form 2 - Revocation Of Trust Nomination
- Nomination of beneficiaries Form 3 - Appointment, or Revocation of appointment, of Trustee of Policy Moneys
- Nomination of beneficiaries Form 4 - Revocable nomination
- Nomination of beneficiaries Form 5 - Revocation of revocable nomination
- Nomination of beneficiaries Form 6 - Notice of Revocation
Declarations
Global Portfolio
- Accredited Investor Opt in Form
- Confirmation of residential address
- Fixed Term Deposit - Client Investment Declaration
- Global Portfolio - Appointment of Investment Adviser
- Global Portfolio - Appointment of a Discretionary Manager
- Global Portfolio Brochure
- Global Portfolio Charging Structures
- Global Portfolio Corporate Application Form
- Global Portfolio PayNow - Payment Guide
- Global Portfolio Product Summary - Collective
- Global Portfolio Product Summary - Personalised
- Portfolio Bond Dealing Instruction
- Verification of ID and Address - Guidelines
Global Wealth Advance
- Accredited Investor Opt in Form
- Confirmation of residential address
- Global Wealth Advance - PayNow Payment Guide
- Global Wealth Advance - Enhanced allocation rates for existing customers
- Global Wealth Advance - Enhanced allocation rates for new customers
- Global Wealth Advance - Rewarding loyalty
- Global Wealth Advance Brochure
- Global Wealth Advance Product Summary
- Reinstatement form
- Verification of ID and Address - Guidelines