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Offshore Collective Investment Bond

  • Switch request for the Offshore Collective Investment Bond

    Form to request a switch, redirection or portfolio restructure on an Offshore Collective Investment Bond.

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  • Withdrawal/Closure form for the Offshore Collective Investment Bond

    Use this form to request a withdrawal from, or closure of, an Offshore Collective Investment Bond.

    IMPORTANT, PLEASE NOTE: you may be required to send us additional documents with this form; without them we cannot release payment/carry out your request.

    This is so that we can comply with the legislation in Guernsey, which governs this product.

    Download
  • Automatic rebalancing instruction

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

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  • Change of name

    Use this form to notify us of a change of name for an Offshore Collective Investment Bond investor.

    IMPORTANT, PLEASE NOTE: you may be required to send us additional documents with this form; without them we cannot carry out your request.

    This is so that we can comply with the legislation in Guernsey, which governs this product.

    Download
  • Change of address

    Use this form to notify us of a change of address for an Offshore Collective Investment Bond investor.

    IMPORTANT, PLEASE NOTE: you may be required to send us additional documents with this form; without them we cannot carry out your request.

    This is so that we can comply with the legislation in Guernsey, which governs this product.

    Download
  • Automatic Withdrawal form

    Use this form to set up a new automatic withdrawal, or amend an existing instruction, on an Offshore Collective Investment Bond.

    IMPORTANT, PLEASE NOTE: you may be required to send us additional documents with this form; without them we cannot carry out your request.

    This is so that we can comply with the legislation in Guernsey, which governs this product.

    Download
  • OCIB Customer Information Form

    Use this form to provide up-to-date information about bond holders and other parties associated with Offshore Collective Investment Bonds.  Under Guernsey Financial Services Commission regulations, we are required to ensure that information we hold is current before carrying out withdrawals from the OCIB.

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Financial Adviser Verification