Guides and brochures

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Guides and brochures

  • Capital protected death benefit - for bonds taken out before 21 December 2012

    Protecting your client's capital in the event of death of the relevant life assured, Capital Protected Death Benefit is available on the onshore Collective Investment Bond. This guide explains much more.

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  • Capital protected death benefit - for bonds taken out after 21 December 2012

    Protecting your client's capital in the event of death of the relevant life assured, Capital Protected Death Benefit is available on the onshore Collective Investment Bond. This guide explains much more.

    Download
  • Making the cost of investment clear - Charge Basis 1

    This document summarises the charges on your clients' platform 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 clients' platform 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 clients' platform 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 clients' platform investment for the WealthSelect investment range on Charge Basis 3.

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