Offshore Savings Account
A simple, tax-efficient savings plan
All the documents you need in one place. From forms and client guides to product brochures and key features documents.
Key documents
Client guide
Guide to Anti Money Laundering
Application form
Charges and fees
Key features
Key Information Document
Suitability letter
Terms & conditions
Surrender and withdrawal form
Deed of assignment
Adviser support
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Webinars
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Learn moreBriefing notes
Short guides on a variety of topics that explain and simplify some of the key areas of financial planning.
Learn moreAlso worth knowing
Tools and resources
Adviser Connect (international)
A hub of helpful information, including policy and investment details and transaction and withdrawal histories.
Fund centre
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Next steps
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A range of technical content and training materials to help you support your clients.
