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Elite and Prestige accounts

Greater protection for large investments

All the documents you need in one place. From forms and client guides to product brochures and key features documents.

Key documents

Application form

Currently unavailable

Key Information Document

Surrender and withdrawal form
Investment dealing form

Adviser support

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Login to Adviser Connect

Manage all your clients’ policies in one place.

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Adviser learning zone


Join our rolling programme of webinars to keep up with the latest industry developments and news.

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Our panel of experts offer in-depth knowledge and technical insight on a wide range of subjects.

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Briefing notes

Short guides on a variety of topics that explain and simplify some of the key areas of financial planning.

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Investment options

Frequently asked questions

Tools and resources

Segment Calculator

Look at the benefits of setting up an offshore bond with the maximum number of segments.

Fund Centre

Explore all our available funds. See our price list, fund performance, factsheets and more.

Fund centre

Next steps

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CPD training

Discover a range of online tools and resources to help you support your clients. For advisers only.

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Do you need technical support?

A range of technical content and training materials to help you support your clients.

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Get in touch

Call for Adviser sales and service

0333 015 1382

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Monday – Friday 9am to 5pm

Other contacts