Webinar Chargeable Gains Top Slice 1360X784

Key information documents

Packaged retail investment and insurance products

Discover a range of guides and documents to help you understand and compare the different products and funds we offer.

Product information and guides

The Packaged Retail and Insurance-based Investment Products Regulations aim to help investors understand and compare the risks and costs of different products and funds.

Anyone who advises and recommends a Packaged Retail and Insurance-based Investment Product (PRIIP) to an investor must give them a Key Information Document before any transaction is made.  As we offer PRIIPs, you’ll find a Key Information Document for each product on our website.


Investment bonds documents

All of our investment bonds are PRIIPs, so you’ll find a simple Key Information Document for each one on the bond’s web page. Here, you’ll also find information on product key features, risks, rewards and costs. You can find all the documents for each product in our document library.


Select Account: Fund information

For our Select Account, we provide the Key Information Document and information on the funds available. You can find these Fund Information Guides at our fund centre.

We’ve written this guide to help you understand the differences between the performance scenarios shown on the Fund Information Guide and the projected figures shown on quotes for the Select Account.

There are a few funds where it hasn’t been possible to produce a guide. For these funds, you can access the Key Investor Information Document directly from the investment manager by clicking on the links below.


Link fund solutions


Tavistock Acumen


What are the risks?

As with any investment, the value can go down as well as up so you might get back less than you invest. Different investments have different levels of risk and past performance is no guide to future performance.

You may also be interested in

Fund monitoring

Keeping an eye on our life and pension funds.

Learn more

Guide to investing

Read about the different types of assets you can hold in a bond.

Learn more

Guide to investment bonds

Get an overview of onshore and offshore investment bonds.

Learn more

Next steps


Ctas Default Product At A Glance Find An Adviser CTA 864X480

Need an adviser?

Get a tailored quote for our products from a financial adviser. To find one, visit Unbiased.

Find a Financial Adviser
Ctas Default Product Details Adviser Support CTA 864X480

Adviser support

Find answers to commonly asked questions, helpful links, tools and contact details.

Adviser support
Ctas Default Product Adviser Resources Contact Us CTA 864X480

Get in touch

Contact our onshore team

0345 606 0708

or send an email

Contact our offshore team

0333 015 1382

or send an email

Monday – Friday 9am to 5pm

Other contacts