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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.

WI: Online declaration – International Portfolio Bond – Life

  • Type: pdf
  • Ref: 9511
  • Published: 26/11/2021
This flowchart will enable you to identify the party who will be taxable for chargeable event gains for an Onshore or Offshore investment bond. This guide is not suitable for investment bonds held by companies.

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.

Specimen Signature Form (for use in the UK only)

  • Type: pdf
  • Ref: 8662
  • Published: 25/11/2021

Adviser appropriateness questionnaire

  • Type: pdf
  • Ref: 21517
  • Published: 25/11/2021
This form can only be used for top-ups as this product is closed to new business.
This case study looks at how offshore bonds can help Fred save for his retirement.

Offshore Bond Case Study

  • Type: pdf
  • Ref: 18018
  • Published: 25/11/2021
This case study looks at how offshore bonds can help John (a higher rate tax payer) save for his child’s future.
This guide will provide you with an understanding of full bond surrenders for Onshore or Offshore investment bonds. This guide is not suitable for investment bonds held by companies.