Cross product literature

Forms

  • Address description form

    This form should only be used where all other steps have been taken to obtain documentary evidence of a client's residential address and no other form of evidence can be provided.

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  • Change of address

    This form is used to inform Royal Skandia of a client's change of address.

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  • Change of financial adviser

    Use this form to inform Royal Skandia of a change of financial adviser.

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  • Commission payment details form

    Use this form to confirm your chosen commission payment method.

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  • Dealing instruction form

    Use this form to input your instructions to buy or sell an investment.

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  • Delegated switching authority

    This form is used to delegate switching authority to an authorised third party, other than your financial adviser.

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  • Intermediary registration application - UK Royal Skandia

    Application form for financial advisers to register to conduct business with Royal Skandia.

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  • Know your client

    This form should be completed to verify the source of funding and identity of your clients including corporate clients and trustees.

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  • Online switching authority

    By signing this authority the Owner(s) authorise Royal Skandia to accept switch instructions sent electronically by the Professional Financial Adviser Appointee through Royal Skandia's extranet service.

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  • Request to transfer to an authorised custodian account

    Use this form to request a selected custodian facility for your Royal Skandia portfolio bond.

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  • Switch form

    Use this form if you wish to switch your investment funds into different investment funds.

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  • Charles Stanley share sale form

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

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  • Share sale crest transfer form

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  • Share sale portfolio transfer letter

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  • Share sale stock transfer form

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Guides and brochures

  • About the share sale service

    This guide describes the share sale service, which is designed for investors who own shares and would like to replace them with one or more Skandia investments.

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  • About the Skandia International portfolio bond range

    This guide for financial advisers provides information about Royal Skandia's Collective Bond and Executive Bond.

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  • An introduction to investment

    This document provides an overview of risk in investment and explains how different investments carry different levels of risk.

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  • Collective intelligence

    This client brochure provides an overview of Skandia International and describes how our team of experts can help you and your financial adviser make sense of the investment fund mix.

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  • Global expertise for a local market

    This client brochure provides an overview of Skandia International.

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  • Intelligent teamwork

    This financial adviser brochure provides an overview of Skandia International.

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  • Origin of wealth guidelines

    This document describes what information is required to evidence the origin of a client's wealth and provides examples of evidence that Royal Skandia will accept.

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  • Power up your business

    This document explains how Royal Skandia's E-Services can help make your business more efficient. 

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  • Understanding bonds

    This document is designed to offer a basic understanding of the bond market.

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  • Are you sure surrendering is the best option?

    This document outlines different options available to you when you are considering surrendering your policy.

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Support material

  • Policyholder protection - Isle of Man

    This document outlines the policyholder protection legislation for the Isle of Man and, where possible, the policyholder's right to compensation.

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  • Royal Skandia client centre

    This document provides an overview of the Royal Skandia Client Centre including an explanation of how to register.

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  • Share in our success

    This document provides an overview to Royal Skandia's success.

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