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 268 KB)
- Form of Indemnity (PDF 74 KB)
- Investment Variation (PDF 68 KB)
- Discretionary Asset Manager Appointment Request Form (PDF 214 KB)
- Regular Withdrawal Form (PDF 240 KB)
- Surrender Request Form (PDF 123 KB)
- Additional Investment Supplementary Form (PDF 176 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 132 KB)
- Literature Guide (PDF 765 KB)
- Commission and Charges Guide (PDF 208 KB)
- IPB sample paragraphs (PDF 61 KB)
Product literature
- Key Features (PDF 1118 KB)
- Product Details (PDF 433 KB)
- Policy Provisions (PDF 394 KB)
- Life Funds Key Features (PDF 309 KB)
- Charges Guide (PDF 157 KB)
Application forms
- Personal Investors (PDF 240 KB)
- Corporate Investors (PDF 238 KB)
- Trustees of existing Trusts (PDF 246 KB)
- Additional Investment Application Form (PDF 149 KB)
- Application checklist (PDF 124 KB)
- AML checklist (PDF 123 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 121 KB)
- Trustees of existing Trusts (PDF 155 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 304 KB)
- Calculator for examples of the Discounted Value (PDF 327 KB)
- Product Summary (PDF 185 KB)
Product literature
- Key Features (PDF 617 KB)
- Donor Questionnaire (PDF 240 KB)
- Policy Provisions (PDF 453 KB)
- Product Details (PDF 464 KB)
- Counsel's Opinion (PDF 282 KB)
- Product Details For The Initial and Ongoing Charge Version (PDF 111 KB)
- Charges Guide (PDF 309 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)
