Products closed to new business

Skandia Investment Solutions
Offshore Collective Investment Bond

  • Additional investment application for an existing Offshore Collective Investment Bond - trust/corporate entity

    Application form to top up an existing Skandia Investment Solutions Offshore Collective Investment Bond for individual and joint name bonds.

    Date published: 23/09/11
    File size: 183kb
    Download

  • Additional investment application for an existing Offshore Collective Investment Bond - individual and joint

    Application form to top up an existing Skandia Investment Solutions Offshore Collective Investment Bond for individual and joint name bonds.

    Date published: 23/09/11
    File size: 183kb
    Download

  • Key features of the Offshore Collective Investment Bond

    This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Skandia Investment Solutions Offshore Collective Investment Bond (OCIB). It describes the OCIB 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.

    Date published: 08/12/11
    File size: 494kb
    Download

  • Terms and conditions for the Offshore Collective Investment Bond

    Specific terms and conditions applicable to the Skandia Investment Solutions Offshore Collective Investment Bond (OCIB).

    Date published: 30/06/10
    File size: 130kb
    Download

  • Verification of identity and source funds - for use with the Offshore Collective Investment Bond only

    Use this form to provide the necessary identity information and verification of identity to support a top up application.

    Date published: 30/06/10
    File size: 91kb
    Download

  • Investment continuation form for the Offshore Collective Investment Bond

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

    Date published: 30/06/10
    File size: 77kb
    Download

  • Skandia Investment Solutions switch request for the Offshore Collective Investment Bond

    Form to request a switch, redirection or portfolio restructure on a Skandia Investment Solutions Offshore Collective Investment Bond.

    Date published: 30/06/10
    File size: 97kb
    Download

  • Change to offshore 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.

    Date published: 30/06/10
    File size: 77kb
    Download

  • Skandia Investment Solutions disinvestment request for the Offshore Collective Investment Bond

    This form is used to request a disinvestment or partial disinvestment from the Skandia Investment Solutions Offshore Collective Investment Bond.

    Date published: 30/06/10
    File size: 89kb
    Download

Capital and Income Bond

  • Additional investment for your Capital and Income Bond, Skandia Distribution Bond or Skandia Investment Bond

    This form is for additional investment to your Capital and Income Bond, Skandia Distribution Bond or Skandia Investment Bond.

    Date published: 08/12/11
    File size: 76kb
    Download

  • Capital and Income Bond key features document

    This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Capital and Income Bond. It describes the Capital and Income Bond 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 and Terms and Conditions.

    Date published: 30/03/12
    File size: 708KB
    Download

  • Additional Protection Benefits - supplementary application form

    This supplementary application form is to be used to add or increase protection benefits.

    Date published: 29/09/06
    File size: 105kb
    Download

  • Automatic withdrawal authority

    This form is used to start taking automatic withdrawals from your bond.

    Date published: 31/10/07
    File size: 86KB
    Download

  • Commission selection form

    This form is to be completed by financial advisers to select commission on Skandia Life bonds and regular life plans.

    Date published: 30/06/11
    File size: 81KB
    Download

  • MultiBond fund based fee important information

    This form allows a fund based fee to be added to or amended on a MultiBOND. The policyholder must sign for any fee changes to be made.

    Date published: 30/09/10
    File size: 117KB
    Download

  • Skandia Life encashment/part encashment authority form

    This form is used to request an encashment or part encashment from a range of Skandia Life plans.

    Date published: 31/10/09
    File size: 76kb
    Download

  • Skandia Life fund switch form

    This form is used to switch funds in a Skandia Life plan.

    Date published: 31/12/10
    File size: 92kb
    Download

Skandia Investment Bond

  • Additional investment for your Capital and Income Bond, Skandia Distribution Bond or Skandia Investment Bond

    This form is for additional investment to your Capital and Income Bond, Skandia Distribution Bond or Skandia Investment Bond.

    Date published: 08/12/11
    File size: 76kb
    Download

  • Skandia Investment Bond key features document

    This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Skandia Investment Bond. It describes the Skandia Investment Bond 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 and Terms and Conditions.

    Date published: 30/03/12
    File size: 753KB
    Download

  • Additional Protection Benefits - supplementary application form

    This supplementary application form is to be used to add or increase protection benefits.

    Date published: 29/09/06
    File size: 105kb
    Download

  • Automatic withdrawal authority

    This form is used to start taking automatic withdrawals from your bond.

    Date published: 31/10/07
    File size: 86KB
    Download

  • Commission selection form

    This form is to be completed by financial advisers to select commission on Skandia Life bonds and regular life plans.

    Date published: 30/06/11
    File size: 81KB
    Download

  • MultiBond fund based fee important information

    This form allows a fund based fee to be added to or amended on a MultiBOND. The policyholder must sign for any fee changes to be made.

    Date published: 30/09/10
    File size: 117KB
    Download

  • Skandia Life encashment/part encashment authority form

    This form is used to request an encashment or part encashment from a range of Skandia Life plans.

    Date published: 31/10/09
    File size: 76kb
    Download

  • Skandia Life fund switch form

    This form is used to switch funds in a Skandia Life plan.

    Date published: 31/12/10
    File size: 92kb
    Download

Skandia Distribution Bond

  • Additional investment for your Capital and Income Bond, Skandia Distribution Bond or Skandia Investment Bond

    This form is for additional investment to your Capital and Income Bond, Skandia Distribution Bond or Skandia Investment Bond.

    Date published: 08/12/11
    File size: 76kb
    Download

  • Skandia Distribution Bond key features document

    This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Skandia Distribution Bond. It describes the Skandia Distribution Bond 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 and Terms and Conditions.

    Date published: 30/03/12
    File size: 665KB
    Download

  • Additional Protection Benefits - supplementary application form

    This supplementary application form is to be used to add or increase protection benefits.

    Date published: 29/09/06
    File size: 105kb
    Download

  • Automatic withdrawal authority

    This form is used to start taking automatic withdrawals from your bond.

    Date published: 31/10/07
    File size: 86KB
    Download

  • Commission selection form

    This form is to be completed by financial advisers to select commission on Skandia Life bonds and regular life plans.

    Date published: 30/06/11
    File size: 81KB
    Download

  • Skandia Life encashment/part encashment authority form

    This form is used to request an encashment or part encashment from a range of Skandia Life plans.

    Date published: 31/10/09
    File size: 76kb
    Download

  • Skandia Life fund switch form

    This form is used to switch funds in a Skandia Life plan.

    Date published: 31/12/10
    File size: 92kb
    Download

Skandia Endowment Plan

  • Your Skandia Endowment Plan maturity payment instruction

    Use this form to specify where you want the proceeds of your Skandia Endowment Plan policy/policies to be sent.

    Date published: 30/06/04
    File size: 71KB
    Download
A member of the Old Mutual Group

This site is designed for and directed at financial advisers and must not be relied on by anyone else.

THIS WEBSITE IS FOR FINANCIAL ADVISERS ONLY

The content of this site is approved for use by financial advisers only. It hasn't been approved for customers to view.

If you are NOT a financial adviser, please click here to return to Skandia's homepage.