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| Download | |||
|---|---|---|---|
| Application Forms | |||
| IN06055 | Adviser Charge Agreement on Bonds - PDF | 16-05-2025 | Download Adviser Charge Agreement on Bonds |
| IN13200 | Switching form for use with Aviva's investment bonds (generic multi-product) - PDF | 30-06-2021 | Download Switching form for use with Aviva's investment bonds (generic multi-product) |
| Servicing forms | |||
| 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 |
| IN13200 | Switching form for use with Aviva's investment bonds (generic multi-product) - PDF | 30-06-2021 | Download Switching form for use with Aviva's investment bonds (generic multi-product) |
| IN86019 | Regular withdrawals from your life insurance bond - PDF | 01-07-2024 | Download Regular withdrawals from your life insurance bond |
| Trust documents - PLEASE NOTE - if you need to tell us about a change of ownership for a bond please fill in the appropriate self-certification form (IN06062 or IN06064) | |||
| IN11026 | Choosing the right trust for your clients Investment Bond - PDF | 26-06-2023 | Download Choosing the right trust for your clients Investment Bond |
| IN87002 | Bare Discounted Gift Trust Deed - PDF | 14-04-2023 | Download Bare Discounted Gift Trust Deed |
| IN11016 | Probate Trust from Aviva - PDF | 13-01-2023 | Download Probate Trust from Aviva |
| IN87014 | Bare Trust Deed - PDF | 19-08-2022 | Download Bare Trust Deed |
| IN87015 | Bare Trust Brochure - PDF | 23-01-2024 | Download Bare Trust Brochure |
| IN90008 | Probate Trust Brochure - PDF | 12-02-2024 | Download Probate Trust Brochure |
| 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 |
| IN13136 | Tax Advice Leaflet - PDF | 01-08-2024 | Download Tax Advice Leaflet |
| IN87009 | Deed of Appointment and/or Retirement of Trustees - PDF | 13-01-2023 | Download Deed of Appointment and/or Retirement of Trustees |
| IN87010 | Deed of Assignment - PDF | 22-08-2022 | Download Deed of Assignment |
| IN90013 | Deed Adding Potential Beneficiaries - PDF | 15-03-2024 | Download Deed Adding Potential Beneficiaries |
| IN90014 | Expression of Wish for Aviva Discretionary Trust - PDF | 16-10-2023 | Download Expression of Wish for Aviva Discretionary Trust |
| IN11013 | Aviva Discretionary Gift Trust (Investment) - PDF | 26-05-2023 | Download Aviva Discretionary Gift Trust (Investment) |
| IN11024 | A Customer Guide - Discretionary Loan Trust - PDF | 14-10-2020 | Download A Customer Guide - Discretionary Loan Trust |
| IN11023 | Discretionary Gift Trust (Investment) customer guide - PDF | 05-03-2025 | Download Discretionary Gift Trust (Investment) customer guide |
| PT38001 | Guide for trustees - PDF | 28-03-2024 | Download Guide for trustees |
| GN05011 | Deed of Appointment of Beneficiaries - PDF | 28-09-2022 | Download Deed of Appointment of Beneficiaries |
| IN11011 | Discretionary Loan Trust from Aviva, Deed - PDF | 13-03-2023 | Download Discretionary Loan Trust from Aviva, Deed |
| Brochures and guides | |||
| LF01102 | Smooth Managed Funds Customer Guide - PDF | 27-06-2025 | Download Smooth Managed Funds Customer Guide |
| IN06049 | Select Investment Guaranteed Funds brochure - PDF | 12-12-2023 | Download Select Investment Guaranteed Funds brochure |
| IN50005 | Old and New With-Profits Sub-Funds - Investment Summary - Old and New CFPPFM - PDF | 30-05-2025 | Download Old and New With-Profits Sub-Funds - Investment Summary - Old and New CFPPFM |
| Your guide to how we manage our unit linked business. - PDF | 18-06-2025 | Download Your guide to how we manage our unit linked business. | |
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