APPLICATIONS AND GUIDANCE NOTES
Guidance Notes - Executive Wealthbuilder Account
These guidance notes are to be used alongside the application form for individual investors wishing to invest in the Executive Wealthbuilder Account. These guidance notes cover both Life Assurance and Redeption versions.
Executive Wealthbuilder Account application form
Please use this application form for individual investors wishing to invest in the Executive Wealthbuilder Account. This application can be used for both Life Assurance and Redemption versions of the Executive Wealthbuilder Account.
Please note that you will also need to fill out the Tax Declaration and Self Certification document. Click here for individual investors.
Tax Declaration and Self Certification for individual investors
Please use this form to confirm your clients country of residence for taxation.