Select Account
Our simple, onshore investment bond
All the documents you need in one place. From forms and client guides to product brochures and key features documents.
Key documents
Client guide
Application form
Charges and fees
Key features
Key Information Document
Suitability letter
Top up form
Surrender and withdrawal form
Fund switch form
Deed of assignment
Adviser support
Login to Adviser Connect (Onshore)
Manage all your clients’ policies in one place.
Adviser learning zone
Webinars
Join our rolling programme of webinars to keep up with the latest industry developments and news.
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 moreFrequently 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
Adviser support
Find answers to commonly asked questions, helpful links, tools and contact details.
Do you need technical support?
A range of technical content and training materials to help you support your clients.
Get in touch
Call customer services
0345 606 0708
+44 1707 651 122
Call sales
0345 300 3199
Monday – Friday 9am to 5pm