Whole of Life Insurance+

Technical Guides

Title Reference Last updated
Technical guide to protection pdf
AL99016 07-12-2020
A guide to medical conditions and the underwriting process pdf
PT15357 08-12-2020
Automatic underwriting requirements pdf
AL98002 22-03-2021
Whole of Life Insurance - Statement of Facts pdf
AL14021 07-12-2020
Guide to Business Tracking pdf
AL97107 21-09-2020

Brochures

Title Reference Last updated
Whole of Life Insurance+ in focus guide pdf
AL14008 07-12-2020

Policy Summary

Title Reference Last updated
Whole of Life Insurance+ Policy Summary pdf
AL50007 07-12-2020

Policy Conditions

Title Reference Last updated
Whole of Life Insurance+ Policy Conditions pdf
AL50008 07-12-2020

Sales Aids

Title Reference Last updated
ALPS journey - Fair process notice pdf
AL55041 31-05-2019
Our High Value team pdf
AL98059 19-02-2021
Reasons why client suitability letters pdf
AL99136 07-12-2020

Forms

Title Reference Last updated
Access to Medical Reports Declaration (for ALPS products only) pdf
AL99021 16-05-2018
Personal Protection Application and Data Capture Form pdf
AL55001 21-03-2021
Whole of Life Insurance+ Application and Data Capture Form pdf
AL55036 06-12-2020
ALPS Direct Debit Form pdf
AL99014 04-06-2019

Trust Information

Title Reference Last updated
Aviva Survivor Trust (protection) pdf
AL53002 15-04-2021
Aviva Discretionary Gift Trust (protection) pdf
AL53003 15-04-2021
Adviser guide to trusts pdf
AL99073 31-05-2019
Probate hurdles pdf
AL99074 21-09-2020
Deed of assignment (protection) pdf
AL53006 15-04-2021
Deed of appointment/retirement of trustees (protection) pdf
AL53007 15-04-2021
Expression of wishes (protection) pdf
AL53009 15-04-2021
Guide for trustees pdf
PT38001 20-04-2021
Deed of appointment of beneficiaries (protection) pdf
AL53008 15-04-2021
Benefits of trusts pdf
AL99075 01-04-2021
Information on online trusts pdf
AL53004 29-07-2020
Bare Trust (Protection) form pdf
AL14004 07-04-2021
Guide to trusts pdf
AL53005 09-04-2020

Estate and Inheritance tax planning

Title Reference Last updated
Estate and IHT planning - how Aviva can help pdf
AL55038 01-12-2020
Business development - protecting assets pdf
AL55039 27-10-2020