Starting or adding to your Royal Skandia collective bond - trustee investor

Application and top-up form for the Royal Skandia Collective Investment Bond and Collective Redemption Bond, for the trustee investor.

Starting or adding to your Royal Skandia collective bond - corporate investor

Corporate application and top-up form for the Royal Skandia Collective Investment Bond and Collective Redemption Bond.

Starting or adding to your Royal Skandia collective bond - using an authorised custodian

Application and top-up form for the Royal Skandia Collective Investment Bond and Collective Redemption Bond, using an authorised custodian.

Starting your discounted gift trust with a Royal Skandia Collective Bond

Application for a discounted gift trust with a Royal Skandia Collective Bond.

Additional medical questionnaire

Use this form when applying for additional protection benefits with a Collective Bond.

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.

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.

Bank instruction letter

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

Collective Investment Account appointment form

This form is for use where the applicant for, or existing bond owner of, a Royal Skandia Collective Investment Bond or Collective Redemption Bond has requested a Collective Investment Account on the Skandia Investment Solutions platform as an underlying investment.

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.

Letter of authorisation - Collective Investment Bond or Collective Redemption Bond

The letter of authorisation permits the authorised individual to carry out certain actions in respect of the accounts opened by Royal Skandia with a custodian.

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.

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.

Request for withdrawal or surrender

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

Request to transfer to an authorised custodian account

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

Switch form

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

Transferring assets to your bond/account

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

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 the Royal Skandia Collective Bond

Key features of investing in a Skandia Investment Solutions Collective Investment Account via a Royal Skandia Collective 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 Collective Investment Account via a Royal Skandia Collective Bond. It describes the features of the Skandia Investment Solutions Collective Investment Account and the Royal Skandia Collective Bond and the benefits and potential risks involved with these investments.

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.

About the Skandia International portfolio bond range

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

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.

How the Royal Skandia Collective Bond could be your investment solution

This client guide describes the two Collective Bond options and how it could be right for you, with information about tax and case studies to demonstrate how the Collective Bond works in practice.

Investing via a Skandia Self-Invested Personal Pension (SIPP) into a Royal Skandia Collective Bond

This short document explains how to invest into a Collective Bond via a Skandia SIPP.

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.

Overview of Royal Skandia's Collective Bond charges

This document provides an overview to help you understand Royal Skandia's charges and how they are applied.

New investment: Royal Skandia and a Collective Investment Account

A step-by-step guide to inputting a new application for a Collective Investment Account. This is relevant when selecting an investment for a Royal Skandia Collective Investment Bond (CIB) or Royal Skandia Collective Redemption Bond (CRB).

Top ups: Royal Skandia and a Collective Investment Account

A step-by-step guide to adding new money to an existing Collective Investment Account. This is relevant when held as the investment for a Royal Skandia Collective Investment Bond (CIB) or Collective Redemption Bond (CRB).

Are you sure surrendering is the best option?

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

Collective Investment Bond at a glance

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

Collective Redemption Bond at a glance

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

Perfectly tuned portfolios - the Collective bond

This is a client brochure about the Collective Bond, covering tax benefits, charges and providing a general overview of the product.

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.

Royal Skandia collective bond reasons why - individual investor

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

Royal Skandia collective bond reasons why - trustee investor

This document suggests some of the reasons that you may wish to incorporate within your recommendation letters for your UK resident clients, who are trustees.