Adviser support
Find answers to commonly asked questions, helpful links, tools and contact details.
Flexible Life Plan
Helping you cover a potential inheritance tax liability
All the documents you need in one place. From forms and client guides to product brochures and key features documents.
Key documents
Client guides
Flexible Life Plan application forms
Medical Questionnaire forms
Bare Gift Trust Tax Notes
Discretionary Gift Trust Tax Notes
Business Trust Tax Notes
Suitability Letters
A guide to medical evidence requirements
A Customer Guide to Unit-Linked Funds
Fund Switch Request
Fund Redirection Request
Change of circumstances
Declaration Continued Good Health
Death Abroad Questionnaire
How to make a death claim
Anti-Money Laundering submission sheet
FAQs
Next steps
Meet the ican team
Award winning pre-sales technical help & guidance’ For advisers only.
