Aviva Platform

Smooth Managed Fund sales aid

Title Reference Last updated
Smooth Managed Fund past performance sales aid - pensions PDF
LF10245 27-10-2022

Due Diligence Toolkit

Title Reference Last updated
lf01075c.pdf PDF

Adviser support

Title Reference Last updated
Tax table 2023/2024 PDF
LF01115 04-04-2023
Aviva Platform suitability content PDF
LF10226 29-09-2023
Aviva Platform Investment Portfolio - Target Market Statement PDF
LF10269 28-03-2023
Aviva Platform ISA Portfolio - Target Market Statement PDF
LF10270 28-03-2023
Aviva Platform Pension Portfolio - Target Market Statement PDF
LF10271 25-09-2023
Aviva Platform Investment Portfolio - Value for Money Assessment PDF
LF10287 17-04-2023
Aviva Platform ISA Portfolio - Value for Money Assessment PDF
LF10288 17-04-2023
Aviva Platform Pension Portfolio - Value for Money Assessment PDF
LF10289 17-04-2023
Consumer Duty Summary Assessment PDF
LF10291 21-06-2023

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 04-08-2021
MyAviva user guide for Aviva Platform customers PDF
EX03107 05-09-2023
Managed Portfolio Service client guide PDF
LF10208 01-11-2023
Smooth Managed Fund past performance sales aid - pensions PDF
LF10245 27-10-2022
ISA Portfolio Client Brochure PDF
LF10205 27-09-2022
Investment portfolio client brochure PDF
LF10206 27-09-2022
Pension portfolio client brochure PDF
LF10207 06-04-2023
Client Guide to expression of wishes and Pension Portfolio Trust PDF
LF10239 25-11-2021
Aviva Pension Portfolio Trust Adviser Guide PDF
LF10241 02-11-2023
Smooth Managed Fund client brochure PDF
LF01102 04-08-2023
Income drawdown on the Aviva Platform PDF
LF01125 02-11-2023
The Aviva Stewardship Funds PDF
24-03-2023
ISA Portfolio Sales Aid PDF
LF01156 02-02-2023

Commercial Property

Title Reference Last updated
Schedule of Fees for the Aviva Commercial Property Investment (CPI) provided by Curtis Banks as part of a Pension Portfolio PDF
LF10210 06-01-2023
Curtis Banks property disposal guide PDF
LF10265 05-01-2023
Key Features of the Aviva Commercial Property Investment (CPI) provided by Curtis Banks as part of a Pension Portfolio PDF
LF20009 16-12-2022
Terms and Conditions of the Aviva Commercial Property Investment (CPI) provided by Curtis Banks as part of a Pension Portfolio PDF
LF30021 24-05-2023

Guides to the Aviva Platform

Title Reference Last updated
Adviser charging on the platform PDF
LF10253 24-08-2021
Guide to client report bespoking PDF
LF50448 11-07-2023
Guide to the Aviva Platform Client Report PDF
LF50342 31-10-2023
Aviva Platform User Guide PDF
LF50360 31-10-2023
X Hub User Guide for DIMs PDF
IN13405 23-02-2023
DIM Contact Points PDF
IN13416 24-02-2023
Keep Track of Your Investments- Existing Customer Platform Guide PDF
LF10296c 13-09-2023
Client change of address PDF
lf50520 24-08-2022

Terms & Conditions

Title Reference Last updated
Investment Portfolio Terms and Conditions for Corporate and Corporate Trustee Investors PDF
LF01110 14-08-2023
Investment Portfolio Terms and Conditions PDF
LF01062 14-08-2023
ISA Portfolio Terms and Conditions PDF
LF01063 14-08-2023
Pension Portfolio Terms and Conditions PDF
LF01064 07-09-2023
Order execution policy PDF
GN61005 28-09-2023
Conflicts of interest policy PDF
GN63045 24-05-2023
Terms and Conditions of the Life Policy (Smooth Managed Fund 2) within the ISA Portfolio PDF
IN88057 15-11-2021
Terms and Conditions of the Life Policy (Smooth Managed Fund) within the ISA Portfolio PDF
IN88056 15-11-2021

Key Features

Title Reference Last updated
Key Features of the Investment Portfolio for corporate and corporate trustee investors PDF
LF01111 14-08-2023
Key Features of the Investment Portfolio PDF
LF01066 14-08-2023
Key Features of ISA Portfolio PDF
LF01067 14-08-2023
Key Features of the Pension Portfolio PDF
LF01068 14-08-2023

Investments

Title Reference Last updated
Aviva Platform Exchange-Traded Instruments important information PDF
LF01122 09-12-2022
Aviva Platform Governed Portfolios managed by Morningstar PDF
LF10201 01-11-2023
Funds currently in suspension PDF
LF50423 31-10-2023
Fund suspension Q&As PDF
LF50424 18-03-2020
Guide to the Aviva Platform ESG profiler PDF
LF50499 31-10-2023
Top 5 Execution Venue Report of Aviva Wrap UK Ltd 2020 PDF
LF01138 15-04-2021
LEI Requirements PDF
IN13406 27-01-2023
Aviva Guide to ESG Sandbox PDF
LF10292 26-06-2023

Forms

Title Reference Last updated
Pension Portfolio - Death Benefit Expression of Wishes PDF
LF40045 09-01-2023
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 28-10-2021
Direct debit script for advisers PDF
LF50341 02-06-2021
Non-Origo pension transfer declaration wording PDF
LF01117 19-10-2022
Aviva Platform Pension Portfolio Discharge Form PDF
LF01031 29-10-2021
Aviva Platform Product Portfolio Client Declaration Form PDF
LF01069 06-04-2023
Aviva Platform Transfer in or re-registration form (non-Origo transfers only) Investment and ISA Portfolio PDF
LF01071 11-01-2023
Drawdown Client Declaration Form to be used for Pension Portfolio PDF
LF01074 11-01-2023
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 27-09-2021
Corporation application form for Investment Portfolio PDF
LF40065 13-07-2023
Aviva Platform Individual Trustee application form PDF
LF40069 09-01-2023
Cheque remittance advice PDF
LF60009 20-09-2022
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 09-01-2023
Pension Portfolio Benefit Direction Form. Direction to not pay death benefits as a lump sum PDF
LF40067 23-09-2022
Small lump sum payment form PDF
LF40048 06-04-2023

Client Support

Title Reference Last updated
UK Platform Group factsheet advised PDF
LF01139 26-07-2021
Working out your lifetime allowance PDF
LF50331 06-04-2023
External account providers and interest rate PDF
LF01087 07-11-2023
Client guide to the Aviva Platform PDF
LF10203 11-11-2022
Aviva Platform guide for customers invested in Structured Products PDF
LF10204 07-11-2022
Aviva Platform client report glossary PDF
LF50340 17-08-2020