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
Guide to Anti Money Laundering
Application form
Currently unavailable
Charges and fees
Key features
Key Information Document
Terms and conditions
Surrender and withdrawal form
Investment dealing form
Deed of assignment
Adviser support
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Adviser learning zone
Webinars
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Learn moreVideos
Our panel of experts offer in-depth knowledge and technical insight on a wide range of subjects.
Learn moreBriefing notes
Short guides on a variety of topics that explain and simplify some of the key areas of financial planning.
Learn moreInvestment 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.
Next steps
CPD training
Discover a range of online tools and resources to help you support your clients. For advisers only.
Do you need technical support?
A range of technical content and training materials to help you support your clients.
