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Customer information form – Isle of Man and Ireland

  • Type: pdf
  • Ref: 25217
  • Published: 01/12/2021

Portfolio Bond Transaction Account Overdraft Limit

  • Type: pdf
  • Ref: 14355
  • Published: 01/12/2021
The published overdraft limit of transaction accounts for applicable portfolio bonds.

Lifestyle trust case studies

  • Type: pdf
  • Ref: 25106
  • Published: 26/11/2021
These scenarios show how the Lifestyle Trust can be considered as part of wealth planning.

Wealth Portfolio brochure

  • Type: pdf
  • Ref: 13671
  • Published: 26/11/2021
Client brochure promoting the benefits of investing in the Wealth Portfolio.

Adviser appropriateness questionnaire

  • Type: pdf
  • Ref: 21517
  • Published: 25/11/2021

Your cash holdings could be shrinking your savings

  • Type: pdf
  • Ref: 21238
  • Published: 22/11/2021
This guide looks at why holding money in cash may not be the answer and considers the options.

Deed of assignment – corporate

  • Type: pdf
  • Ref: 21051
  • Published: 22/11/2021
With this deed you can assign a policy to or from a corporate entity. For use with a policy issued under Isle of Man or English law.

Deed of assignment – pension

  • Type: pdf
  • Ref: 21050
  • Published: 22/11/2021
With this deed you can assign ownership of life assurance or redemption policies, where held as an asset of a pension scheme. For use with a policy issued under Isle of Man or English law.

Appointing a fund adviser

  • Type: pdf
  • Ref: 20985
  • Published: 22/11/2021
Please use this form if you wish to appoint a fund adviser to your Quilter International policy.

Portfolio Bond minimum residual value

  • Type: pdf
  • Ref: 21018
  • Published: 22/11/2021
Published minimum residual values as at February 2021

Source of Wealth Information Questionnaire

  • Type: pdf
  • Ref: 20888
  • Published: 22/11/2021
Please use this questionnaire for providing details of a client’s wealth.

Tax declaration and self-certification for trusts

  • Type: pdf
  • Ref: 20885
  • Published: 22/11/2021
Please use this form to confirm the tax status for Trust applicants. Visit www.quilterinternational.com/fatca-crs for questions and answers to help complete the form.