Data capture form - Individual Savings Account

Handy form for you to gather details to later input online on the Skandia Investment Solutions platform - use this version for the Individual Savings Account.

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.

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.

Re-registration authority form - for Individual Savings Accounts (ISAs)

Form to request to re-register funds into a Individual Savings Account.

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.

Transfer authority form - stocks and shares ISA only

A request to transfer a current and/or previous tax year ISA(s) to us in cash. An authority for us to be able to liaise with the existing Manager of your ISA to facilitate the transfer.

Investment continuation form

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

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.

Third party payer form

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

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). 

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 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. 

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.

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.

Key features of the Individual Savings 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 Individual Savings Account (ISA). It describes the ISA 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 Individual Savings Account

This is a print-friendly version of the ISA 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).

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.

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.

Benefits of the UK Client Extranet