Select Investment

Application Forms

Title Reference Last updated
Application for additional investment pdf
IN88058 21-02-2022
Adviser Charge Agreement on Bonds pdf
IN06055 14-02-2022
Select Investment application form pdf
IN88003 22-06-2022
Select Investment Declaration for Electronic Business pdf
IN88005 13-12-2021

Brochures and guides

Title Reference Last updated
Select Investment at a glance pdf
IN13188 14-02-2022
Smooth Managed Fund client brochure pdf
LF01102 01-04-2021
Bonds Tax Flyer for Isle of Man pdf
IN09134 05-11-2021
Smooth Managed Fund Sales Aid - Bond pdf
IN88019 13-10-2021
Bond Suitability Wording pdf
IN13333 09-05-2022
Select Investment Guaranteed Funds brochure pdf
IN06049 14-02-2022
A guide to your with-profits investment and how we manage our With-Profit Fund - For customers investing through an Aviva investment bond (CFPPFM) pdf
IN50005 16-03-2022
Select Investment information pack brochure pdf
IN88001 14-02-2022
With Profit Guarantee Flyer pdf
IN22141 25-02-2022

Key Features

Title Reference Last updated
Select Investment Key Features pdf
IN88002 14-02-2022

Servicing forms

Title Reference Last updated
Tax Residence Self-Certification Declaration Form -FACTA (Individual) pdf
IN06062 30-03-2022
Tax Residence Self Certification Declaration Form - FATCA (Company) pdf
IN06064 16-08-2021
Switching form for use with Aviva's investment bonds (generic multi-product) pdf
IN13200 30-06-2021

Technical Guides

Title Reference Last updated
Select Investment Growth and Income - Statement of Facts pdf
IN88018 17-06-2022

Terms and Conditions

Title Reference Last updated
Select Investment Growth and Income Option Terms and Conditions pdf
IN06048 14-02-2022

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)

Title Reference Last updated
Choosing the right trust for your clients Investment bond pdf
IN11026 29-04-2021
Discretionary Discounted Gift Trust Deed pdf
IN11012 29-03-2022
Bare Discounted Gift Trust Deed pdf
IN87002 13-04-2021
Married Women's Property Act Flexible Trust pdf
IN90009 01-04-2021
Aviva Discounted Gift Trust Assessment of life expectancy - underwriting form pdf
IN90012 24-05-2021
A Customer Guide to Discretionary Discounted Gift Trust from Aviva pdf
IN11022 24-05-2021
Probate Trust Deed pdf
IN11016 23-05-2022
Bare Trust Deed pdf
IN87014 20-05-2022
Bare Trust Brochure pdf
IN87015 05-04-2022
Probate Trust Brochure pdf
IN90008 08-12-2020
Tax Residence Self-Certification Declaration Form -FACTA (Individual) pdf
IN06062 30-03-2022
Tax Residence Self Certification Declaration Form - FATCA (Company) pdf
IN06064 16-08-2021
Tax Advice Leaflet pdf
IN13136 23-11-2020
Deed of Appointment and/or Retirement of Trustees pdf
IN87009 23-06-2022
Deed of Assignment pdf
IN87010 23-06-2022
Deed Adding Potential Beneficiaries pdf
IN90013 01-04-2021
Expression of Wishes for Aviva Discretionary Trust pdf
IN90014 08-12-2020
Aviva Discretionary Gift Trust (Investment) pdf
IN11013 04-01-2022
A Customer Guide - Discretionary Loan Trust pdf
IN11024 14-10-2020
Discretionary Gift Trust Investment customer guide pdf
IN11023 08-12-2020
Guide for trustees pdf
PT38001 19-04-2022
Deed of appointment of beneficiaries pdf
GN05011 06-01-2022
Discretionary Loan Trust Deed pdf
IN11011 01-03-2021