Forms

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.

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.

Editable application and top-up form to the Royal Skandia Bond for QROPS and QNUPS trustees.

Use this application form for all top ups to the Royal Skandia Collective Bond or Executive Bond, providing the Bond was set up before 31 December 2012.

Guidance notes to accompany the application form for all top ups to the Royal Skandia Collective Bond or Executive Bond, providing the Bond was set up before 31 December 2012.