for financial advisers only

Skandia Investment Solutions
Individual Savings Account

Forms

  • Data capture form - Individual Savings Account

    Handy form for you to gather details to later input online on the Skandia Investment Solutions platform - use this version for the Individual Savings Account.

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  • Adviser fee authorisation

    Use this form to provide authorisation for Skandia to pay any fees you agree with your clients from their investments on the Skandia Investment Solutions platform.

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  • Application form for ISA

    This is our new application form for the Skandia Investment Solutions Individual Savings Account (ISA).

    It includes all the paperwork you need for new and additional investments and ISA transfers (including re-registration).

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  • ISA transfer authority

    This is a standalone version of the ISA transfer authority. It can be used to support an online or paper application.

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  • Client linking request

    This form can be used to request a link to other eligible investors on the Skandia Investment Solutions platform for the purpose of calculating the Platform Charge (Charge basis 3).

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  • ISA application covering two tax years: 2013/14 and 2014/15

    This editable application form can be used for lump sum ISA investments for one or both of the 2013/14 and 2014/15 tax years (cheque payments only).

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  • Bed & Individual Savings Account (ISA) supplementary application

    This form is used to withdraw money from a Collective Investment Account (CIA) for investment into an Individual Savings Account (ISA). This editable form can be used for tax years ending in 2014 or 2015.

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  • Investment continuation form

    Provide additional fund choice details if you have run out of space on an application form.

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  • Confirmation of verification of identity (COVI)

    Use this form to provide the necessary identity information and verification of identity to support a new application. Don't use this with the Offshore Collective Investment Bond - there's a separate form for this.

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  • Direct debit instruction - for use with the Individual Savings Account and Collective Investment Account

    Use this form to change bank details on an Individual Savings Account (ISA) or Collective Investment Account (CIA) that is already set up.

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  • Third party payer form

    Use this form to accompany applications where a third party is paying the investment amount.

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  • Skandia Investment Solutions switch/redirection request

    You can use this form to switch funds within the SelfSelect or WealthSelect investment range or to swap from one range to another.

    Please note transactions involving the WealthSelect Managed Portfolio Service can only be carried out by advisers online.

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  • Automatic rebalancing instruction

    Use this form to apply or reinstate the automatic rebalancing option to your account or bond.

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  • Skandia Investment Solutions transfer of ownership to an individual or joint Collective Investment Account

    Use this form to transfer some or all of the investments from a Collective Investment Account (CIA) into a new or existing CIA, without actually selling them. This form can also be used to transfer investments from a deceased investor's ISA or CIA into a new or existing CIA. This form is to be used to transfer into an individual or joint private investors account.

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  • Skandia Investment Solutions transfer of ownership to a trustee, corporate or pension scheme Collective Investment Account

    Use this form to transfer some or all of the investments from a Collective Investment Account (CIA) into a new or existing CIA, without actually selling them. This form can also be used to transfer investments from a deceased investor's ISA or CIA into a new or existing CIA. This form is to be used to transfer into a non-private investors account.

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  • Power of attorney form

    Completing this form will allow one or more people to be nominated to act as attorney on a bond or account.

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  • Skandia Investment Solutions Withdrawal/Closure form - ISA

    Use this form to request a withdrawal or close an ISA or an ISA (formerly PEP).

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  • Skandia Investment Solutions change of name and/or address

    Use this form to change your name and/or address for your Skandia Investment Solutions account(s)/bond(s).

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  • Automatic withdrawal/income payment instruction

    Use this form to set up a new or amend an existing automatic withdrawal/income payment instruction. It cannot be used for the Collective Retirement Account or the Offshore Collective Investment Bond. 

    Download
  • Direct debit amendment for the ISA or Collective Investment Account

    Use this form to change the amount or collection date for an existing direct debit on an ISA or Collective Investment Account (CIA).

    Download
  • Death Claim Form

    Death claim form for the Individual Savings Account (ISA), Collective Investment Account (CIA), and Collective Investment Bond (CIB).

    This form cannot be used for the Collective Retirement Account (CRA) or the Offshore Collective Investment Bond (OCIB).

    Download

Key features and terms

  • Key features of the Individual Savings Account

    This Key Features Document provides a clear, balanced summary of the information you need to help make a decision about the Skandia Investment Solutions Individual Savings Account (ISA). It describes the ISA and its benefits along with the potential risks involved with this investment. There's also a list of questions and answers to help fill in the finer details. You should read this document in conjunction with a personalised Key Features Illustration, Terms and Conditions and Funds List. You might also find the Skandia Investment Solutions Platform and Investment Guide a useful read. If you want to print this document out, please check out the print-friendly version.

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  • Print-friendly key features of the Individual Savings Account (ISA)

    This is a print-friendly version of the ISA Key Features Document.

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  • Charge Basis 1 & 2 - Terms and conditions for the Individual Savings Account (ISA)

    These are the terms and conditions for the Individual Savings Account (ISA) for Charge Basis 1 and Charge Basis 2 customers.

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  • Charge Basis 3 - Terms and conditions for the Individual Savings Account (ISA)

    These are the terms and conditions for the Individual Savings Account (ISA) for Charge Basis 3 customers.

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  • Supplementary terms and conditions for ISAs on Charge Basis 3

    These reflect our two investment ranges and the WealthSelect Managed Portfolio Service. These should be read in conjunction with the full terms.

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  • Funds list for investments on Charge Basis 1

    Shows the list of funds available for investments on Charge Basis 1, on the Skandia Investment Solutions platform, together with details of their objectives and risks.

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  • Funds list for investments on Charge Basis 2

    Shows the list of funds available for investments on Charge Basis 2, on the Skandia Investment Solutions platform, together with details of their objectives and risks.

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  • Funds list for investments on Charge Basis 3

    Shows the list of funds available for investments on Charge Basis 3, on the Skandia Investment Solutions platform, together with details of their objectives and risks.

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  • Funds list for investments in WealthSelect on Charge Basis 3

    Shows the list of funds available for investments in WealthSelect on Charge Basis 3, on the Skandia Investment Solutions platform, together with details of their objectives and risks.

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Guides and brochures

  • Investing with Skandia – Your financial journey

    This is a customer guide to investing with Skandia, explaining the support we provide to customers and their advisers - this should ideally be read in conjunction with the appropriate Skandia Investment Solutions Key Features Document.

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  • Making the cost of investment clear - Charge Basis 1

    This document summarises the charges on your Skandia Investment Solutions investment for Charge Basis 1.

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  • Making the cost of investment clear - Charge Basis 2

    This document summarises the charges on your Skandia Investment Solutions investment for Charge Basis 2.

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  • Making the cost of investment clear - Charge Basis 3

    This document summarises the charges on your Skandia Investment Solutions investment for Charge Basis 3.

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  • Making the cost of investment clear - Charge Basis 3 - WealthSelect

    This document summarises the charges on your Skandia Investment Solutions investment for the WealthSelect investment range on Charge Basis 3.

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Support material

  • Protecting your money

    This document describes the protection offered with your policy when you have an investment with Skandia.

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  • Skandia Investment Solutions (SIS) Reasons Why

    This document is designed for use by financial advisers only and should not be relied on by anyone else. The statements will help in the preparation of marketing material and ‘Reasons Why’ letters, to help you communicate to your clients the benefits of investing with Skandia Investment Solutions.

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  • Skandia Investment Solutions at a glance Charge Basis 1

    This document provides an overview of products and charges on the Skandia Investment Solutions platform. For Charge Basis 1 only.

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  • Skandia Investment Solutions at a glance Charge Basis 2

    This document provides an overview of products and charges on the Skandia Investment Solutions platform. For Charge Basis 2 only.

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  • Skandia Investment Solutions at a glance Charge Basis 3

    This document provides an overview of products and charges on the Skandia Investment Solutions platform. For Charge Basis 3 only.

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  • Skandia risk profile questionnaire for Individuals

    This version of the risk profile questionnaire can be used to help you assess a client's attitude to risk in relation to individual investors.

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  • Benefits of the UK Client Extranet

    This flyer highlights the benefits of registering for the UK Client Extranet.

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  • Important notes for debit card payments

    This document provides you with important information to consider when making debit card payments.

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