Executive Bond

Forms

  • Appointing a fund adviser to your Royal Skandia portfolio bond

    This form is for use only when appointing fund advisers registered in the United Kingdom.

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  • Appointing a fund adviser to your Royal Skandia portfolio bond - not for use in the UK or Singapore

    This form is for use only when appointing fund advisers not registered in the United Kingdom or Singapore.

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  • Bank instruction letter

    Use this form to instruct your bank on the conditions of payment.

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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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  • 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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  • Portfolio bonds change to fund-based commission

    This form can be used to add or change the fund-based commission (FBC) terms for a Royal Skandia portfolio bond.

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  • Request for withdrawal or surrender

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

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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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  • Transferring assets to your bond/account

    This form should be used when transferring external assets to a Royal Skandia bond/account.

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  • Starting or adding to your Royal Skandia Executive Bond for the trustee of Aurora Quantum international pension plan

    Application and top-up form for the Royal Skandia Executive Bond for the trustee of Aurora Quantum international pension plan.

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Guides and brochures

  • 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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  • Guide to your Royal Skandia bond valuation

    This document aims to introduce and explain the various elements of the 'investment report' which is sent to clients every quarter.

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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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  • 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

  • Executive Investment Bond at a glance

    This document provides an overview of Royal Skandia's Executive Investment Bond.

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  • Executive Redemption Bond at a glance

    This document provides an overview of Royal Skandia's Executive Redemption Bond.

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  • 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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  • The discerning investor - the Executive Bond

    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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