This form is for use only when appointing fund advisers registered in the United Kingdom.
This form is for use only when appointing fund advisers not registered in the United Kingdom or Singapore.
Use this form to instruct your bank on the conditions of payment.
Use this form to input your instructions to buy or sell an investment.
This form is used to delegate switching authority to an authorised third party, other than your financial adviser.
This form should be completed to verify the source of funding and identity of your clients including corporate clients and trustees.
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.
This form can be used to add or change the fund-based commission (FBC) terms for a Royal Skandia portfolio bond.
Use this form to request withdrawal or surrender of your policy.
Use this form to request a selected custodian facility for your Royal Skandia portfolio bond.
Use this form if you wish to switch your investment funds into different investment funds.
This form should be used when transferring external assets to a Royal Skandia bond/account.
Application and top-up form for the Royal Skandia Executive Bond for the trustee of Aurora Quantum international pension plan.
This guide for financial advisers provides information about Royal Skandia's Collective Bond and Executive Bond.
This document aims to introduce and explain the various elements of the 'investment report' which is sent to clients every quarter.
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.
This document outlines different options available to you when you are considering surrendering your policy.
This document provides an overview of Royal Skandia's Executive Investment Bond.
This document provides an overview of Royal Skandia's Executive Redemption Bond.
This document outlines the policyholder protection legislation for the Isle of Man and, where possible, the policyholder's right to compensation.
This is a client brochure about the Executive Bond, covering tax benefits, charges and providing a general overview of the product.
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