Adviser support
Find answers to commonly asked questions, helpful links, tools and contact details.
CanProtect Whole of Life Plan
Protecting your family’s wealth
All the documents you need in one place. From forms and client guides to product brochures and key features.
Key documents
Client guide
Adviser guides
CanProtect Whole of Life application forms
Currently unavailable
Guide to medical evidence requirements
Bare Gift Trust Tax Notes
Bare Gift Trust Deed
Discretionary Gift Trust Tax Notes
Discretionary Gift Trust Deed
Suitability letters
Change of circumstances
How to make a death claim
Anti-Money Laundering submission sheet
Also worth knowing
Next steps
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