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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.
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: 25/11/2021

Collective Investment Plan – Product brochure (English)

  • Type: pdf
  • Ref: 10950
  • Published: 25/11/2021
Client brochure promoting the benefits of investing in the Collective Investment Plan. This product is available for professional investors only. This brochure is in English.

Executive Investment Plan product brochure (Chinese)

  • Type: pdf
  • Ref: 10949
  • Published: 25/11/2021
Client brochure promoting the benefits of investing in the Executive Investment Plan. This product is available for professional investors only. This brochure is in Chinese.

The super six sales aid (Chinese)

  • Type: pdf
  • Ref: 21315
  • Published: 22/11/2021
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.

Policy replacement questionnaire

  • Type: pdf
  • Ref: 21288
  • Published: 22/11/2021
Policy Replacement Questionnaire should be completed for all new application. You only need to complete the IFS-PR if you have answered “yes” or “Not yet decided” in the Policy Replacement Questionnaire.

Policy replacement questionnaire (Chinese)

  • Type: pdf
  • Ref: 21289
  • Published: 22/11/2021
Policy Replacement Questionnaire should be completed for all new application. You only need to complete the IFS-PR if you have answered “yes” or “Not yet decided” in the Policy Replacement Questionnaire.

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.