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Literature library.
Servicing Forms
International Portfolio Bond
| Sales literature |
|---|
| Investors Guide to the Transaction Account PDF: 598KB |
| Product Summary PDF: 70KB |
| Commission and Charges Guide PDF: 837KB |
| Sample paragraphs for the International Portfolio Bond for individual clients PDF: 58KB |
| Customer Adviser Journey PDF: 943KB |
| Product literature |
| Key Features PDF: 659KB |
| Product Details PDF: 235KB |
| Policy Provisions PDF: 1.08MB |
| International Funds Key Features PDF: 121KB |
| Charges Guide PDF: 59KB |
| Application forms |
| IPB Application form for personal investors PDF: 980KB |
| IPB Application form for corporate investors PDF: 124KB |
| IPB Application Form for trustees of existing trusts PDF: 241KB |
| Additional Investment Application Form PDF: 59KB |
| Application Checklist PDF: 3KB |
| AML checklist PDF: 129KB |
Platforms
| Skandia Investment Solutions Platform |
|---|
| Platform and Financial Adviser Appointment Form |
| How the IPB works with an investment platform |
International Discounted Gift Scheme
| Sales literature |
|---|
| Examples of the Discounted Value of the Investment PDF: 174KB |
| Application forms |
| Trustees Application form PDF: 945KB |
| Donor Questionnaire PDF: 332KB |
| Trust deeds |
| IDGS Absolute Trust Deed PDF: 153KB |
| IDGS Discretionary Trust Deed PDF: 158KB |
| Discounted Gift Scheme Trust Completion Guide PDF: 2.96MB |
| Support material |
| Technical Guide PDF: 168KB |
| Settlor/Donor's Guide PDF: 726KB |
| Counsel's Opinion PDF: 282KB |
| Legal & General International Trust Decision Tree PDF: 116KB |
Trusts - Gift Scheme
| Trust deeds |
|---|
| Gift Scheme Absolute Trust Deed PDF: 147KB |
| Gift Scheme Discretionary Trust Deed PDF: 546KB |
| Gift Scheme Flexible Trust Deed PDF: 550KB |
| Gift Scheme Completion Guide PDF: 1.59MB |
| Support material |
| Gift Scheme Customer Guide PDF: 279KB |
| Gift Scheme Adviser Guide PDF: 247KB |
| Legal & General International Trust Decision Tree PDF: 116KB |
Trusts - Loan Scheme
| Trust Deeds |
|---|
| Loan Scheme Absolute Trust Deed PDF: 139KB |
| Loan Scheme Discretionary Trust Deed PDF: 146KB |
| Loan Scheme Completion Guide PDF: 3.05MB |
| Support Material |
| Loan Scheme Customer Guide PDF: 285KB |
| Loan Scheme Adviser Guide PDF: 244KB |
| Loan Scheme Technical Guide PDF: 148KB |
| Legal & General International Trust Decision Tree PDF: 116KB |
Trusts - Excluded Property Trust
| Trust Deed |
|---|
| Excluded Property Trust Deed PDF: 548KB |
| Excluded Property Trust Completion Guide PDF: 1.03MB |
| Support Material |
| Excluded Property Trust Technical Guide PDF: 121KB |
Trusts - Will Trust Solution
| Will Trust Solution |
|---|
| Will Trust Solution PDF: 156KB |
| Support Material |
| Will Trust Solution Customer Guide PDF: 305KB |
| Will Trust Solution Adviser Guide PDF: 309KB |
| Legal & General International Trust Decision Tree PDF: 116KB |
Trusts - Probate Scheme
| trust deeds |
|---|
| Probate Scheme Absolute Trust Deed PDF: 533KB |
| Probate Scheme Discretionary Trust Form PDF: 544KB |
| support material |
| Probing the Probate Trust PDF: 147KB |
Supplementary Trust Deeds
Promotional Material
| Why offshore adviser brochure PDF: 1.03MB |
| LGII AKG report PDF: 247KB |
| AILO guide to offshore bonds - client brochure PDF: 505KB |
| AILO guide to offshore bonds and policyholder protection PDF: 385KB |
| An Adviser Guide to Offshore Bonds PDF: 1.39MB |
| A Guide to Offshore Bonds in Retirement Planning PDF: 667KB |
| S&P Financial Strength Flyer PDF: 122KB |
Funds Fact Sheets
Insights
For further information and explanatory notes on each of the Insights visit our Insights page.
A gain from capital losses PDF: 57KB
Prepare for a less taxing time PDF: 209KB
Multiple trust strategy PDF: 52KB
Think offshore for trustee investors PDF: 193KB
Think offshore for trustee investors 2 PDF: 197KB
Budgeting for increased taxes PDF: 195KB
Getting personal with allowances PDF: 194KB
Think offshore for non domiciled UK residents PDF: 214KB
Some relief from working abroad PDF: 208KB
School fees too much to bare PDF: 197KB
University costs at your discretion PDF: 196KB
Take it from the top PDF: 209KB
Advice worth inheriting PDF: 229KB
Where theres a will trust theres a way PDF: 214KB
Loan Scheme for IHT planning PDF: 246KB
Gift scheme for IHT planning PDF: 243KB
Discounted Gift Scheme for IHT planning PDF: 234KB
Bill and Ben the encashment men PDF: 209KB
QNUPS/ROPS for UK residents PDF: 3KB
A pension problem solved PDF: 191KB
Segmenting the future PDF: 159KB
Other
| Policyholder Protection PDF: 44KB |
| Deposit Account Rates PDF: 100KB |
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