Aviva Platform

Smooth Managed Fund sales aid

Title Reference Last updated
Smooth Managed Fund past performance sales aid - pensions pdf
LF10245 23-04-2020
Smooth Managed Fund - Case Study - Helen's story - pre-retired pdf
IN88032 21-09-2020
Smooth Managed Fund - Case Study - John's story - retired pdf
IN88033 21-09-2020
Smooth Managed Fund - Case Study - Paul and Barbara's story - bond pdf
IN88034 21-09-2020

Due Diligence Toolkit

Title Reference Last updated
Due Diligence toolkit pdf
LF01075 25-02-2021

Adviser support

Title Reference Last updated
Tax table for current year pdf
LF01115 20-03-2020
Aviva Platform suitability content pdf
LF10226 12-04-2021
Aviva Platform Investment Portfolio - Target Market Statement pdf
LF10269 12-07-2021
Aviva Platform ISA Portfolio - Target Market Statement pdf
LF10270 12-07-2021
Aviva Platform Pension Portfolio - Target Market Statement pdf
LF10271 12-07-2021

Adviser and Client Brochures

Title Reference Last updated
Aviva Platform guide to Pension Portfolio transfers using the Origo Transfer Service pdf
LF10249 09-07-2021
Aviva Platform guide to ISA Portfolio and Investment Portfolio transfers using the Origo Transfer Service pdf
LF10250 04-06-2021
MyAviva user guide for Aviva Platform customers pdf
EX03107 13-10-2020
Managed Portfolio Service client guide pdf
LF10208 02-12-2020
Smooth Managed Fund past performance sales aid - pensions pdf
LF10245 23-04-2020
ISA Portfolio Client Brochure pdf
LF10205 15-10-2020
Investment portfolio client brochure pdf
LF10206 15-10-2020
Pension portfolio client brochure pdf
LF10207 29-06-2021
Client Guide to expression of wishes and Pension Portfolio Trust pdf
LF10239 15-10-2020
Aviva Pension Portfolio Trust Adviser Guide pdf
LF10241 03-07-2020
Smooth Managed Fund client brochure pdf
LF01102 01-04-2021
Income Drawdown on the Aviva Platform pdf
LF01125 01-04-2021
Responsible Investment & The Stewardship Funds pdf
IN37057 15-01-2021

Commercial Property

Title Reference Last updated
Curtis Banks property disposal guide pdf
LF10265 12-11-2019
Panel of Surveyors for Aviva Commercial Property Investment provided by Curtis Banks as part of a Pension Portfolio pdf
LF10264 12-04-2021
Changes to your Aviva Commercial Property Investment (CPI): A guide - We're changing the fees in your CPI pdf
LF10266 31-08-2019
Schedule of Fees for the Aviva Commercial Property Investment (CPI) provided by Curtis Banks as part of a Pension Portfolio - October 2019 pdf
LF10210 30-11-2019
A guide to property purchase for the Aviva Commercial Property Investment provided by Curtis Banks as part of a Pension Portfolio pdf
LF10209 30-01-2020
Property form for the Aviva Commercial Property Investment (CPI) provided by Curtis Banks as part of a Pension Portfolio pdf
LF10211 12-11-2019
Panel of Solicitors for the Aviva Commercial Property Investment provided by Curtis Banks as part of a Pension Portfolio pdf
LF10212 22-06-2020
Key Features of the Aviva Commercial Property Investment (CPI) provided by Curtis Banks as part of a Pension Portfolio pdf
LF20009 30-06-2020
Terms and Conditions of the Aviva Commercial Property Investment (CPI) provided by Curtis Banks as part of a Pension Portfolio pdf
LF30021 22-07-2021
Application form for the Aviva Commercial Property Investment (CPI) provided by Curtis Banks as part of a Pension Portfolio pdf
LF40057 01-05-2019

Guides to the Aviva Platform

Title Reference Last updated
Adviser charging on the platform pdf
LF10253 01-12-2019
Guide to client report bespoking pdf
LF50448 17-08-2020
Adviser guide to Aviva Platform client report pdf
LF50342 17-08-2020
Platform user guide pdf
LF50360 05-02-2021

Terms & Conditions

Title Reference Last updated
Investment Portfolio Terms and Conditions for Corporate and Corporate Trustee Investors pdf
LF01110 01-04-2021
Investment Portfolio Terms and Conditions pdf
LF01062 01-04-2021
ISA Portfolio Terms and Conditions pdf
LF01063 01-04-2021
Pension Portfolio Terms and Conditions pdf
LF01064 29-06-2021
Order execution policy pdf
GN61005 12-10-2020
Conflicts of interest policy pdf
GN63045 05-07-2019

Key Features

Title Reference Last updated
Key Features of the Investment Portfolio for corporate and corporate trustee investors pdf
LF01111 15-10-2020
Key Features of the Investment Portfolio pdf
LF01066 15-10-2020
Key Features of ISA Portfolio pdf
LF01067 15-10-2020
Key Features of the Pension Portfolio pdf
LF01068 05-02-2021

Investments

Title Reference Last updated
Aviva Platform Exchange-Traded Instruments important information pdf
LF01122 30-06-2019
Aviva Platform Governed Portfolios managed by Morningstar pdf
LF10201 08-12-2020
Fund suspension list pdf
LF50423 01-12-2020
Annual Top 5 Execution Venue Report of Aviva Wrap UK Ltd 2019 pdf
LF01130 20-04-2020
Top 5 Execution Venue Report of Aviva Wrap UK Ltd 2020 pdf
LF01138 15-04-2021

Forms

Title Reference Last updated
Pension Portfolio - Death Benefit Expression of Wishes pdf
LF40045 31-03-2021
Fair Processing Notice - Aviva Platform ISA Portfolio and Investment Portfolio pdf
GN01514 01-04-2021
Fair Processing Notice - Aviva Platform - Pension Portfolio pdf
GN01516 01-04-2021
Crest transfer form pdf
LF40072 29-03-2021
Certificate for the verification of identity (corporate) pdf
GN01780 31-07-2019
Direct debit script for advisers pdf
LF50341 02-06-2021
Non-Origo pension transfer declaration wording pdf
LF01117 28-02-2019
Aviva Platform Pension Portfolio Discharge Form pdf
LF01031 01-09-2019
Aviva Platform Product Portfolio Client Declaration Form pdf
LF01069 01-04-2021
Aviva Platform Transfer in or re-registration form (non-Origo transfers only) Investment and ISA Portfolio pdf
LF01071 19-04-2021
Drawdown Client Declaration Form to be used for Pension Portfolio pdf
LF01074 14-10-2020
Aviva Platform - Cash Request or Regular Withdrawal Form (Trusts/Corporate only) pdf
LF01088 15-04-2021
Aviva Platform - Product Portfolio Change of Adviser Charge Form pdf
LF40054 15-03-2021
Aviva Platform Bank Account verification pdf
LF40060 15-01-2021
Investment Portfolio application for SIPP and SSAS holders pdf
LF40064 08-02-2021
Corporation application form for Investment Portfolio pdf
LF40065 11-05-2021
Aviva Platform Individual Trustee application form pdf
LF40069 20-04-2021
Cheque remittance advice pdf
LF60009 25-06-2019
3rd party direct debit form Investment/ISA Portfolio pdf
LF50350 01-04-2021
3rd party direct debit form Pension Portfolio pdf
LF50351 01-04-2021
Aviva Pension Portfolio Trust deed pdf
LF40068 12-04-2021
Pension Portfolio Benefit Direction Form. Direction to not pay death benefits as a lump sum pdf
LF40067 01-03-2019
Small lump sum payment form pdf
LF40048 11-05-2021

Client Support

Title Reference Last updated
UK Platform Group factsheet advised pdf
LF01139 26-07-2021
Working out your lifetime allowance pdf
LF50331 01-04-2021
Cash account providers and interest rate pdf
LF01087 01-07-2021
Client guide to the Aviva Platform pdf
LF10203 12-02-2021
Aviva Platform guide to structured products pdf
LF10204 29-01-2021
Aviva Platform client report glossary pdf
LF50340 17-08-2020