Dealing instruction form

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

Delegated switching authority

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

Know your client

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

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.

Request for withdrawal or surrender

Use this form to request withdrawal or surrender of your policy.

Switch form

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

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

Key features of your Executive Wealthbuilder Account

This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Royal Skandia Executive Wealthbuilder Account. It describes the benefits along with the potential risks involved with this investment.

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.

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.

Are you sure surrendering is the best option?

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

Executive Wealthbuilder Account reasons why

This document suggests some of the reasons that you may wish to incorporate within your recommendation letters.

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.