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Literature library

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Silk Client Product Brochure (Singapore) (English)

  • Type: pdf
  • Ref: 9890
  • Published: 04/04/2022
Client brochure promoting the benefits of investing in the Silk Life Plan.

You guide to the UK Trust Register changes – Client version

  • Type: pdf
  • Ref: 25067
  • Published: 07/03/2022
This guide explains the UK Trust Register changes and whether the trust that you created (as the settlor) or that you look after (as a trustee) needs to be registered and how to do it.

Your guide to the UK Trust Register changes – Adviser version

  • Type: pdf
  • Ref: 25012
  • Published: 07/03/2022
This simple guide is for financial advisers who have trust business, and aims to help you understand the UK Trust Register changes that came in on 1 September 2021, how you and your clients maybe impacted, and what you need to do.

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.

Singapore public disclosure document

  • Type: pdf
  • Ref: 10023
  • Published: 20/05/2022
For the financial year ending 31 December 2021
This document provides a high-level summary of some of the key UK taxation benefits which an offshore bond can provide to a UK expatriate investor.

Adviser appropriateness questionnaire

  • Type: pdf
  • Ref: 21517
  • Published: 25/04/2022

The super six sales aid (Chinese)

  • Type: pdf
  • Ref: 21315
  • Published: 29/11/2021
This document provides a high-level summary of some of the key UK taxation benefits which an offshore bond can provide to a UK expatriate investor.

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: 24/11/2021
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: 24/11/2021
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.