Select Investment

Key Features

Title Reference Last updated
Select Investment Key Features pdf
IN88002 30-06-2021

Servicing forms

Title Reference Last updated
Tax Residence Self-Certification Declaration Form -FACTA (Individual) pdf
IN06062 12-04-2021
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

Terms and Conditions

Title Reference Last updated
Select Investment Growth and Income Option Terms and Conditions pdf
IN06048 30-06-2021

Application Forms

Title Reference Last updated
Adviser Charge Agreement on Bonds pdf
IN06055 14-08-2020
Select Investment application form pdf
IN88003 08-04-2021
Select Investment Declaration for Electronic Business pdf
IN88005 28-04-2021

Brochures and guides

Title Reference Last updated
Select Investment at a glance pdf
IN13188 30-06-2021
Smooth Managed Fund client brochure pdf
LF01102 01-04-2021
Bonds Tax Flyer for Isle of Man pdf
IN09134 02-08-2021
Smooth Managed Fund Sales Aid - Bond pdf
IN88019 21-04-2020
Select Investment Guaranteed Funds brochure pdf
IN06049 01-02-2021
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 08-04-2021
Select Investment information pack brochure pdf
IN88001 30-06-2021
With Profit Guarantee Flyer pdf
IN22141 22-03-2021

Technical Guides

Title Reference Last updated
Select Investment Growth and Income - Statement of Facts pdf
IN88018 14-07-2019

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 24-05-2021
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 19-04-2021
Bare Trust Deed pdf
IN87014 01-04-2021
Bare Trust Brochure pdf
IN87015 15-07-2021
Probate Trust Brochure pdf
IN90008 08-12-2020
Tax Residence Self-Certification Declaration Form -FACTA (Individual) pdf
IN06062 12-04-2021
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 13-04-2021
Deed of Assignment pdf
IN87010 13-04-2021
Adding, removing, changing Trusts - A checklist and frequently asked questions pdf
GH04002 18-11-2020
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 15-04-2021
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 20-04-2021
Deed of appointment of beneficiaries pdf
GN05011 20-04-2021
Discretionary Loan Trust Deed pdf
IN11011 31-01-2020