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| Download | |||
|---|---|---|---|
| Due Diligence Toolkit | |||
| LF01075 | Due Diligence Toolkit - PDF | 06-06-2025 | Download Due Diligence Toolkit |
| Adviser support | |||
| LF01115 | Tax Table 2025/2026 - PDF | 06-04-2025 | Download Tax Table 2025/2026 |
| LF10226 | Suitability paragraphs - PDF | 21-05-2025 | Download Suitability paragraphs |
| LF10270 | Aviva Platform ISA Portfolio - Target Market Statement - PDF | 03-01-2024 | Download Aviva Platform ISA Portfolio - Target Market Statement |
| LF10284 | Aviva Platform Junior ISA Portfolio - Target Market Statement - PDF | 12-08-2024 | Download Aviva Platform Junior ISA Portfolio - Target Market Statement |
| LF10269 | Aviva Platform Investment Portfolio - Target Market Statement - PDF | 03-01-2024 | Download Aviva Platform Investment Portfolio - Target Market Statement |
| LF10271 | Aviva Platform Pension Portfolio - Target Market Statement - PDF | 24-01-2025 | Download Aviva Platform Pension Portfolio - Target Market Statement |
| LF10287 | Aviva Platform Investment Portfolio - Value for Money Assessment - PDF | 19-02-2024 | Download Aviva Platform Investment Portfolio - Value for Money Assessment |
| LF10288 | Aviva Platform ISA Portfolio - Value for Money Assessment - PDF | 19-02-2024 | Download Aviva Platform ISA Portfolio - Value for Money Assessment |
| LF10310 | Aviva Platform Junior ISA Portfolio - Value for Money Assessment - PDF | 12-08-2024 | Download Aviva Platform Junior ISA Portfolio - Value for Money Assessment |
| LF10289 | Aviva Platform Pension Portfolio - Value for Money Assessment - PDF | 19-02-2024 | Download Aviva Platform Pension Portfolio - Value for Money Assessment |
| LF10316 | Junior ISA Portfolio At A Glance - PDF | 12-08-2024 | Download Junior ISA Portfolio At A Glance |
| LF10291 | Consumer Duty summary assessment - PDF | 05-11-2024 | Download Consumer Duty summary assessment |
| lf50549 | Joint Bed and ISA Guide - PDF | 11-06-2025 | Download Joint Bed and ISA Guide |
| LF01196 | Junior ISA Portfolio Adviser FAQs - PDF | 12-08-2024 | Download Junior ISA Portfolio Adviser FAQs |
| IN06079 | Onshore Bond - making withdrawals less taxing - PDF | 05-03-2025 | Download Onshore Bond - making withdrawals less taxing |
| LF01200 | Onshore Bond - At a glance - PDF | 24-06-2025 | Download Onshore Bond - At a glance |
| LF01201 | Onshore Bond - Target market statement - PDF | 25-02-2025 | Download Onshore Bond - Target market statement |
| LF01202 | Onshore Bond - Value for money assesment - PDF | 25-02-2025 | Download Onshore Bond - Value for money assesment |
| LF01203 | Onshore Bond FAQ's - PDF | 09-06-2025 | Download Onshore Bond FAQ's |
| LF20018 | Utmost International Investment Bond FAQ's - PDF | 19-03-2025 | Download Utmost International Investment Bond FAQ's |
| Adviser and Client Brochures | |||
| LF10249 | Aviva Platform guide to Pension Portfolio transfers using the Origo Transfer Service - PDF | 09-07-2021 | Download Aviva Platform guide to Pension Portfolio transfers using the Origo Transfer Service |
| LF10250 | Aviva Platform guide to ISA Portfolio and Investment Portfolio transfers using the Origo Transfer Service - PDF | 04-08-2021 | Download Aviva Platform guide to ISA Portfolio and Investment Portfolio transfers using the Origo Transfer Service |
| ex03107c | My Aviva User Guide For Aviva Platform Customers - PDF | 12-08-2024 | Download My Aviva User Guide For Aviva Platform Customers |
| LF10208 | Managed Portfolio Service client guide - PDF | 21-05-2025 | Download Managed Portfolio Service client guide |
| LF10205 | ISA Portfolio Client Brochure - PDF | 04-11-2024 | Download ISA Portfolio Client Brochure |
| LF10206 | Investment portfolio client brochure - PDF | 12-11-2024 | Download Investment portfolio client brochure |
| LF10207 | Pension portfolio client brochure - PDF | 04-11-2024 | Download Pension portfolio client brochure |
| LF10239 | Client Guide to expression of wishes and Pension Portfolio Trust - PDF | 22-11-2024 | Download Client Guide to expression of wishes and Pension Portfolio Trust |
| LF10241 | Pension Portfolio Trust Adviser Guide - PDF | 16-07-2024 | Download Pension Portfolio Trust Adviser Guide |
| LF01102 | Smooth Managed Funds Customer Guide - PDF | 27-06-2025 | Download Smooth Managed Funds Customer Guide |
| LF01125 | Income drawdown on the Aviva Platform - PDF | 17-06-2025 | Download Income drawdown on the Aviva Platform |
| LF01156 | ISA Portfolio Sales Aid - PDF | 14-11-2024 | Download ISA Portfolio Sales Aid |
| lf10285 | Junior ISA Portfolio Client Brochure - PDF | 04-11-2024 | Download Junior ISA Portfolio Client Brochure |
| IN11023 | Discretionary Gift Trust (Investment) customer guide - PDF | 05-03-2025 | Download Discretionary Gift Trust (Investment) customer guide |
| LF10314 | Onshore Bond - client brochure - PDF | 05-03-2025 | Download Onshore Bond - client brochure |
| Commercial Property (Currently closed to new business) | |||
| LF10210 | Schedule of Fees for the Aviva Commercial Property Investment (CPI) provided by Curtis Banks as part of a Pension Portfolio - PDF | 12-02-2025 | Download Schedule of Fees for the Aviva Commercial Property Investment (CPI) provided by Curtis Banks as part of a Pension Portfolio |
| Property Disposal Guide - PDF | 23-06-2025 | Download Property Disposal Guide | |
| LF20009 | Key Features of the Aviva Commercial Property Investment (CPI) provided by Curtis Banks - PDF | 18-06-2024 | Download Key Features of the Aviva Commercial Property Investment (CPI) provided by Curtis Banks |
| LF30021 | Terms and Conditions of the Aviva Commercial Property Investment (CPI) provided by Curtis Banks as part of a Pension Portfolio - PDF | 29-01-2025 | Download Terms and Conditions of the Aviva Commercial Property Investment (CPI) provided by Curtis Banks as part of a Pension Portfolio |
| LF10209 | Property Guide For the Aviva Commercial Property Investment provided by Curtis Banks as part of an Aviva Pension Portfolio - PDF | 29-01-2025 | Download Property Guide For the Aviva Commercial Property Investment provided by Curtis Banks as part of an Aviva Pension Portfolio |
| Guides to the Aviva Platform | |||
| LF10309 | Cash management user guide - PDF | 26-02-2024 | Download Cash management user guide |
| LF10253 | Adviser Charging on the Aviva Platform - PDF | 01-04-2025 | Download Adviser Charging on the Aviva Platform |
| LF50342 | Guide to the Aviva Platform Client Report - PDF | 28-01-2025 | Download Guide to the Aviva Platform Client Report |
| LF50360 | Aviva Platform User Guide - PDF | 17-06-2025 | Download Aviva Platform User Guide |
| IN13416 | DIM Contact Points - PDF | 24-02-2023 | Download DIM Contact Points |
| LF10296c | Keep Track of Your Investments- Existing Customer Platform Guide - PDF | 13-09-2023 | Download Keep Track of Your Investments- Existing Customer Platform Guide |
| lf50520 | Client change of address - PDF | 24-08-2022 | Download Client change of address |
| X-Hub User Guide - PDF | 20-06-2025 | Download X-Hub User Guide | |
| Terms & Conditions | |||
| LF01110 | Investment Portfolio Terms and Conditions for Corporate and Corporate Trustee Investors - PDF | 06-04-2024 | Download Investment Portfolio Terms and Conditions for Corporate and Corporate Trustee Investors |
| LF01062 | Investment Portfolio Terms and Conditions - PDF | 06-04-2024 | Download Investment Portfolio Terms and Conditions |
| LF01063 | ISA Portfolio Terms and Conditions - PDF | 06-04-2024 | Download ISA Portfolio Terms and Conditions |
| LF01064 | Pension Portfolio Terms and Conditions - PDF | 06-04-2024 | Download Pension Portfolio Terms and Conditions |
| GN61005 | Order execution policy - PDF | 12-08-2024 | Download Order execution policy |
| GN63045 | Conflicts of interest policy - PDF | 24-05-2023 | Download Conflicts of interest policy |
| LF30028 | The Life Policy (Smooth Managed Fund 2) within the ISA PortfolioThe Life Policy - PDF | 13-06-2024 | Download The Life Policy (Smooth Managed Fund 2) within the ISA PortfolioThe Life Policy |
| LF30027 | Terms and Conditions of the Life Policy (Smooth Managed Fund) within the ISA Portfolio - PDF | 13-06-2024 | Download Terms and Conditions of the Life Policy (Smooth Managed Fund) within the ISA Portfolio |
| lf01153 | Junior ISA Portfolio Terms and Conditions - PDF | 12-08-2024 | Download Junior ISA Portfolio Terms and Conditions |
| GN01671 | Privacy Notice - Onshore Bond - PDF | 04-03-2025 | Download Privacy Notice - Onshore Bond |
| LF30029 | Onshore Bond - Terms and Conditions - PDF | 25-06-2025 | Download Onshore Bond - Terms and Conditions |
| Key Features | |||
| LF01111 | Key Features of the Investment Portfolio for corporate and corporate trustee investors - PDF | 02-12-2024 | Download Key Features of the Investment Portfolio for corporate and corporate trustee investors |
| LF01066 | Key Features of the Investment Portfolio - PDF | 02-12-2024 | Download Key Features of the Investment Portfolio |
| LF01067 | Key Features of ISA Portfolio - PDF | 02-12-2024 | Download Key Features of ISA Portfolio |
| LF01068 | Key Features of the Pension Portfolio - PDF | 02-12-2024 | Download Key Features of the Pension Portfolio |
| LF01154 | Key Features of the Junior ISA Portfolio - PDF | 02-12-2024 | Download Key Features of the Junior ISA Portfolio |
| LF20017 | Onshore Bond - Key Features - PDF | 05-03-2025 | Download Onshore Bond - Key Features |
| Investments | |||
| LF01122 | Aviva Platform Exchange-Traded Instruments important information - PDF | 28-02-2025 | Download Aviva Platform Exchange-Traded Instruments important information |
| LF10201 | Aviva Platform Governed Portfolios managed by Morningstar - PDF | 01-11-2023 | Download Aviva Platform Governed Portfolios managed by Morningstar |
| LF50423 | Funds currently in suspension - PDF | 24-03-2025 | Download Funds currently in suspension |
| LF50424 | Suspended funds Q&As - PDF | 25-03-2024 | Download Suspended funds Q&As |
| LF50499 | Guide to the Aviva Platform ESG profiler - PDF | 26-06-2024 | Download Guide to the Aviva Platform ESG profiler |
| IN13406 | LEI Requirements - PDF | 27-01-2023 | Download LEI Requirements |
| LF10292 | Aviva Guide to ESG Sandbox - PDF | 26-06-2024 | Download Aviva Guide to ESG Sandbox |
| Forms | |||
| LF40045 | Pension Portfolio - Death Benefit Expression of Wishes - PDF | 09-01-2023 | Download Pension Portfolio - Death Benefit Expression of Wishes |
| GN01514 | Fair Processing Notice - Aviva Platform ISA Portfolio and Investment Portfolio - PDF | 12-08-2024 | Download Fair Processing Notice - Aviva Platform ISA Portfolio and Investment Portfolio |
| GN01516 | Fair Processing Notice - Aviva Platform - Pension Portfolio - PDF | 01-04-2021 | Download Fair Processing Notice - Aviva Platform - Pension Portfolio |
| LF40072 | Crest transfer form - PDF | 29-03-2021 | Download Crest transfer form |
| LF50341 | Direct debit script for advisers - PDF | 02-06-2021 | Download Direct debit script for advisers |
| LF01117 | Non-Origo pension transfer declaration wording - PDF | 19-10-2022 | Download Non-Origo pension transfer declaration wording |
| LF01031 | Aviva Platform Pension Portfolio Discharge Form - PDF | 04-11-2024 | Download Aviva Platform Pension Portfolio Discharge Form |
| LF01069 | Aviva Platform & Onshore Bond - Client Declaration Form - PDF | 05-03-2025 | Download Aviva Platform & Onshore Bond - Client Declaration Form |
| LF01071 | Aviva Platform Transfer in or re-registration form (non-Origo transfers only) Investment, ISA and JISA Portfolio - PDF | 12-08-2024 | Download Aviva Platform Transfer in or re-registration form (non-Origo transfers only) Investment, ISA and JISA Portfolio |
| LF01074 | Drawdown Client Declaration Form to be used for Pension Portfolio - PDF | 14-08-2024 | Download Drawdown Client Declaration Form to be used for Pension Portfolio |
| LF01088 | Aviva Platform - Cash Request or Regular Withdrawal Form (Trusts/Corporate only) - PDF | 14-08-2024 | Download Aviva Platform - Cash Request or Regular Withdrawal Form (Trusts/Corporate only) |
| LF40054 | Aviva Platform & Onshore Bond - Change of Adviser Charge Form - PDF | 05-03-2025 | Download Aviva Platform & Onshore Bond - Change of Adviser Charge Form |
| LF40060 | Aviva Platform Bank Account verification - PDF | 12-08-2024 | Download Aviva Platform Bank Account verification |
| LF40064 | Investment Portfolio application for SIPP and SSAS holders - PDF | 29-05-2025 | Download Investment Portfolio application for SIPP and SSAS holders |
| LF40065 | Investment Portfolio & Onshore Bond - Corporate application form - PDF | 29-05-2025 | Download Investment Portfolio & Onshore Bond - Corporate application form |
| LF40069 | Investment Portfolio & Onshore Bond - Individual trustee(s) application form - PDF | 29-05-2025 | Download Investment Portfolio & Onshore Bond - Individual trustee(s) application form |
| LF60009 | Cheque remittance advice - PDF | 05-03-2025 | Download Cheque remittance advice |
| LF50350 | 3rd party direct debit form Investment/ISA Portfolio - PDF | 01-04-2021 | Download 3rd party direct debit form Investment/ISA Portfolio |
| LF50351 | 3rd party direct debit form Pension Portfolio - PDF | 01-04-2021 | Download 3rd party direct debit form Pension Portfolio |
| LF40068 | Aviva Pension Portfolio Trust deed - PDF | 09-01-2023 | Download Aviva Pension Portfolio Trust deed |
| LF40067 | Pension Portfolio Benefit Direction Form. Direction to not pay death benefits as a lump sum - PDF | 23-09-2022 | Download Pension Portfolio Benefit Direction Form. Direction to not pay death benefits as a lump sum |
| LF40048 | Small lump sum payment form - PDF | 15-02-2025 | Download Small lump sum payment form |
| lf01155 | Junior ISA Portfolio Change of Registered Contact Form - PDF | 12-08-2024 | Download Junior ISA Portfolio Change of Registered Contact Form |
| lf01160 | Junior ISA Portfolio Client Declaration Form - PDF | 23-03-2025 | Download Junior ISA Portfolio Client Declaration Form |
| lf01204 | Junior ISA Portfolio Creating a Registered Contact Customer Record Form - PDF | 26-09-2024 | Download Junior ISA Portfolio Creating a Registered Contact Customer Record Form |
| GN01663 | Application of identity verification (SIPP or SSAS holder) - PDF | 02-01-2025 | Download Application of identity verification (SIPP or SSAS holder) |
| GN01780 | Certificate for the verification of identity (corporate) - PDF | 02-01-2025 | Download Certificate for the verification of identity (corporate) |
| IN06062 | Tax Residence Self-Certification (change of ownership or tax residency) - PDF | 27-12-2024 | Download Tax Residence Self-Certification (change of ownership or tax residency) |
| IN06064 | Tax Residence Self-Certification declaration form - PDF | 22-08-2024 | Download Tax Residence Self-Certification declaration form |
| IN06081 | Aviva Discretionary Gift Trust (Investment) - PDF | 25-06-2025 | Download Aviva Discretionary Gift Trust (Investment) |
| IN06084 | Discretionary Discounted Gift Trust - PDF | 25-06-2025 | Download Discretionary Discounted Gift Trust |
| IN06085 | Discretionary Discounted Gift Trust - customer guide - PDF | 05-03-2025 | Download Discretionary Discounted Gift Trust - customer guide |
| IN90193 | Discounted Gift Trust - Assessment of life expectancy form - PDF | 11-03-2025 | Download Discounted Gift Trust - Assessment of life expectancy form |
| LF40075 | Investment Portfolio for Offshore Bond Investments - Corporate application form - PDF | 18-03-2025 | Download Investment Portfolio for Offshore Bond Investments - Corporate application form |
| LF01215 | Aviva Onshore Bond - Regular Withdrawal Form (Trusts/Corporate only) - PDF | 27-05-2025 | Download Aviva Onshore Bond - Regular Withdrawal Form (Trusts/Corporate only) |
| IN86021 | One-Off Withdrawals from your Onshore Bond (Trusts/Corporate only) - PDF | 27-05-2025 | Download One-Off Withdrawals from your Onshore Bond (Trusts/Corporate only) |
| Client Support | |||
| LF01139 | UK Platform Group factsheet advised - PDF | 26-07-2021 | Download UK Platform Group factsheet advised |
| LF50331 | Working out your Lump Sum Allowance and Lump Sum & Death Benefit Allowance - PDF | 08-05-2025 | Download Working out your Lump Sum Allowance and Lump Sum & Death Benefit Allowance |
| LF01087 | External account providers and interest rate - PDF | 22-06-2025 | Download External account providers and interest rate |
| LF10203 | Client guide to the Aviva Platform - PDF | 01-04-2025 | Download Client guide to the Aviva Platform |
| LF10204 | Aviva Platform guide for customers invested in Structured Products - PDF | 07-11-2022 | Download Aviva Platform guide for customers invested in Structured Products |
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