Confirmation of verification of identity (COVI)

Use this form to provide the necessary identity information and verification of identity to support a new application. Don't use this with the Offshore Collective Investment Bond - there's a separate form for this.

Third-party payer form

Use this form to accompany applications where a third party is paying the investment amount.

Power of attorney form

Completing this form will allow one or more people to be nominated to act as attorney on a bond or account.

Portfolio rebalancing instruction

Use this form to apply regular portfolio rebalancing to a bond or account, or re-instate a portfolio rebalancing that has been stopped in the past.

Skandia Investment Solutions switch/redirection request

Form to request a switch, redirection or portfolio restructure on a Skandia Investment Solutions plan (excluding the Offshore Collective Investment Bond). 

Change to account/bond details

Form to request a change details we hold in relation to a bond or account… personal details, bank details, investment options.. those types of things. Don't use this with the Offshore Collective Investment Bond - there's a separate form for this.

Change to commission

Form to request a change to switch commission or trail commission terms. Don't use this with the Offshore Collective Investment Bond - there's a separate form for this.

Charles Stanley share sale form

Use this form when you want to sell external shares and invest the proceeds into a Skandia investment.

Share sale crest transfer form

Share sale portfolio transfer letter

Share sale stock transfer form

Skandia Investment Solutions disinvestment request

This form is used to request a disinvestment or partial disinvestment from an ISA, ISA (formerly PEP), Collective Investment Account or Onshore Collective Investment Bond.

A clear guide to your retirement options

This is a generic guide to your retirement options.

Adviser starter pack

A quick guide to help you get up and running on the Skandia Investment Solutions platform.

Guide to the Skandia Investment Solutions platform

An introduction to Skandia Investment Solutions: why we are unique, and how our solution helps you meet your business goals.

Platform and investment guide

The customer guide to Skandia Investment Solutions - this should ideally be read in conjunction with the appropriate Key Features Document.

What are the charges for your investment?

This document summarises the charges on your Skandia Investment Solutions investment.

Understanding Risk

This document looks at the risks associated with different investment types and the importance of risk profiling.

Skandia risk profile questionnaire for Individuals

This version of the risk profile questionnaire can be used to help you assess a client's attitude to risk in relation to individual investors.

Skandia risk profile questionnaire for Trustees

This version of the risk profile questionnaire can be used to help you assess a client's attitude to risk in relation to trustee investors.

Skandia risk profile questionnaire for Retirement

This version of the risk profile questionnaire can be used to help you assess a client's attitude to risk in relation to retirement planning.

Risk profiling

This document explains the principles of risk profiling and how it works and describes the Skandia risk profiler.

A fresh approach to investing

This document offers guidance on how to access the best advice for your finances.

Make your investments more efficient and easier to manage

This document describes the benefits of reregistering your funds to make your investments more efficient and easier to manage.

Protecting your money

This document describes the protection offered with your policy when you have an investment with Skandia.

SIS Reasons Why

This document is designed for use by financial advisers only and should not be relied on by anyone else. The statements will help in the preparation of marketing material and ‘Reasons Why’ letters, to help you communicate to your clients the benefits of investing with Skandia Investment Solutions.

Skandia Investment Solutions at a glance

This document provides an overview of products and charges on the Skandia Investment Solutions platform.

Skandia reasons why

This document is designed for use by financial advisers only and should not be relied on by anyone else. The statements will help in the preparation of marketing material and ‘Reasons Why’ letters, to help you communicate to your clients the benefits of investing with Skandia.

Benefits of the UK Client Extranet