Product Literature
Legal & General International's literature library is primarily available in Adobe Acrobat PDF format for downloading.
Administration Forms
Administration Forms
- Investment Adviser Appointment (PDF 129 KB)
- Form of Indemnity (PDF 74 KB)
- Investment Variation (PDF 125 KB)
- Discretionary Asset Manager Appointment Request Form (PDF 214 KB)
- Regular Withdrawal Form (PDF 116 KB)
- Surrender Request Form (PDF 123 KB)
- Deed of Assignment from Trustees to a Beneficiary (DOC 84 KB)
- Deed of Assignment (not involving a Trust) (DOC 69 KB)
The Experienced Investor Form - to be used in conjunction with non standard funds.
Structured Deposit Additional Details Form - to be used in conjunction with structured products only.
Bank Deposit Additional Details Form - to be used where the bank or building society's rating does not meet LGII's minimum rating criteria.
International Portfolio Bond
Sales literature
- Investor’s Guide to the Transaction Account (PDF 539 KB)
- Product Summary (PDF 137 KB)
- Literature Guide (PDF 765 KB)
- Commission and Charges Guide (PDF 158 KB)
- IPB sample paragraphs (PDF 61 KB)
Product literature
- Key Features (PDF 983 KB)
- Product Details (PDF 825 KB)
- Policy Provisions (PDF 391 KB)
- Life Funds Key Features (PDF 309 KB)
- Product Details For The Initial and Ongoing Charge Version (PDF 111 KB)
- Charges Guide (PDF 308 KB)
- Special Provisions For The Initial and Ongoing Charge Version (PDF 108 KB)
Application forms
- Personal Investors (PDF 200 KB)
- Corporate Investors (PDF 198 KB)
- Trustees of existing Trusts (PDF 232 KB)
- Additional Investment Application Form (PDF 193 KB)
- Application checklist (PDF 104 KB)
Trust Deeds are available from our Trust Solutions section.
Cofunds International Portfolio Bond
Sales literature
- How the Bond works (PDF 1083 KB)
- Product Summary (PDF 726 KB)
- Literature Guide (PDF 1204 KB)
Product literature
- Key Features (PDF 1504 KB)
- Product Details (PDF 828 KB)
- Policy Provisions (PDF 441 KB)
- Life Funds Key Features (PDF 217 KB)
Application forms
- Personal Investors (PDF 116 KB)
Trust Deeds are available from our Trust Solutions section.
For more information on this product visit the Cofunds website.
International Discounted Gift Scheme
Sales literature
- A guide to how it works (PDF 344 KB)
- Literature Guide (PDF 310 KB)
- Calculator for examples of the Discounted Value (PDF 221 KB)
- Product Summary (PDF 185 KB)
Product literature
- Key Features (PDF 603 KB)
- Donor Questionnaire (PDF 258 KB)
- Policy Provisions (PDF 453 KB)
- Product Details (PDF 568 KB)
- Counsel's Opinion (PDF 282 KB)
- Product Details For The Initial and Ongoing Charge Version (PDF 111 KB)
- Charges Guide (PDF 342 KB)
- Special Provisions For The Initial and Ongoing Charge Version (PDF 107 KB)
Application forms
- Trustee’s Application Form (PDF 259 KB)
Trust deeds
- Discounted Gift Scheme Absolute Trust Deed (PDF 108 KB)
- Discounted Gift Scheme Discretionary Trust Deed (PDF 119 KB)
- Discounted Gift Scheme Trust Completion Guide (PDF 493 KB)
Support material
- IDGS Absolute Trust Case Study (PDF 199 KB)
- IDGS Discretionary Trust Case Study (PDF 195 KB)
- International Discounted Gift Scheme Explanatory Guide (PDF 261 KB)
- International Discounted Gift Scheme Technical Guide (PDF 168 KB)
- Overview of the International Discounted Gift Scheme (PDF 170 KB)
