Application for ISA and Collective Investment Account - individual and joint

Application form for the Skandia Investment Solutions ISA or Collective Investment Account covering both individual and joint applications. Can be used for new and additional investment, ISA transfers and also re-registration.

Application for a CIA corporate, trust and pension scheme

Application form for the Skandia Investment Solutions Collective Investment Account covering trust, corporate and Pension Scheme applicants. Can be used for new and additional investment and also for re-registration.

Application for a Collective Investment Account through the Skandia SIPP

Application for a Collective Investment Account through a Skandia SIPP.

Re-registration application for ISA and Collective Investment Account

Re-registration only application form for the Skandia Investment Solutions ISA or Collective Investment Account. Covers both individual and joint applications and can be used for new and additional investment.

Bed & ISA supplementary application

This form is used to withdraw money from a Collective Investment Account for investment into an ISA. We recently made some changes to this form. These changes are:

• The form now caters for three scenarios outlined on the front page, with deadlines clearly stated, rather than needing a separate form to cater for tax year end requirements.
• We have added more clarification about how we will carry out Bed & ISA instructions.
• Clearer reference is made to the required online ISA application.

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.

Direct debit instruction - for use with the ISA and Collective Investment Account

Use this form to change bank details on an ISA or Collective Investment Account that is already set up.

Skandia Investment Solutions transfer of ownership

Use this form to transfer some or all of the investments from a Collective Investment Account (CIA) into a new or existing CIA, without actually selling them. This form can also be used to transfer investments from a deceased investor's ISA or CIA into a new or existing CIA. 

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.

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.

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.

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). 

Investment continuation form

Provide additional fund choice details if you have run out of space on an application form.

Direct debit instruction - for use with the Collective Investment Account investing through a Skandia SIPP

Use this form for direct debit instructions in support of an application.

Change to account details for a Collective Investment Account through a Skandia SIPP

Change to account details - personal details, investment details, withdrawal details - that type of thing.

Collective Investment Account designated account form

This form allows you to apply an irrevocable designation to a Collective Investment Account.

Collective Investment Account appointment form

Form for an applicant or owner of a Royal Skandia Collective Investment or Collective Redemption Bond who chooses a Collective Investment Account as an underlying investment. This form is needed in addition to an application (which can be done online).

Re-registration authority form for the Collective Investment Account - trustee/corporate

Form to request to re-register funds into a Collective Investment Account - for use with trust and corporate applications.

Re-registration authority form for the Collective Investment Account - individual and joint

Form to request to re-register funds into a Collective Investment Account. Don't use this with trust or corporate applications - there's a separate form for these.

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.

Skandia Investment Solutions disinvestment request for a Collective Investment Account held under a Skandia SIPP

This form is to be completed to request a disinvestment for a Collective Investment Account held under a Skandia SIPP.

Key features of the Collective Investment Account

This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Skandia Investment Solutions Collective Investment Account (CIA). It describes CIA and its benefits along with the potential risks involved with this investment. There's also a list of questions and answers to help fill in the finer details. You should read this document in conjunction with a personalised Key Features Illustration, Terms and Conditions and Funds List. You might also find the Skandia Investment Solutions Platform and Investment Guide a useful read. If you want to print this document out, please check out the print-friendly version.

Print-friendly key features of the Collective Investment Account

This is a print-friendly version of the Collective Investment Account Key Features Document.

Terms and conditions for the ISA and Collective Investment Account

Specific terms and conditions applicable to the Skandia Investment Solutions Individual Savings Account (ISA) and Collective Investment Account (CIA).

Key features addendum - accessing a Collective Investment Account through a Skandia SIPP

Where investment is made in a Collective Investment Account held through a Skandia SIPP, this addendum should be used to accompany the main CIA Key Features Document.

Supplementary terms and conditions for a Collective Investment Account through a Skandia SIPP

Where investment is made in a Collective Investment Account held through a Skandia SIPP, these supplementary terms should be used to accompany the main CIA terms and conditions.

Funds list

Shows the list of funds available through the Skandia Investment Solutions platform, together with details of their objectives and risks.

Adviser starter pack

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

A guide to your tax voucher

This document has been designed to answer questions about tax vouchers and the information that is contained within them. We recommend that this document is used as a general guide and that any specific tax-related queries are directed to a financial adviser or local tax office in the first instance.

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.

Re-registration for ISA & Collective Investment Account: simple and convenient fund consolidation

This document guides you through the re-registration process for Skandia ISA and Collective Investment Accounts.

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 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.

Benefits of the UK Client Extranet