FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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EXECUTIVE INVESTMENT ACCOUNT

Applications and guidance notes

    • Executive Investment Account application for trustee of QROPS, QNUPS, IPP or SIPP

      Please use this application form for starting or adding to your Executive Investment Account for the trustee of the QROPS, QNUPS, IPP or SIPP who have acceptable applicant status (accredited investor).

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    • Guidance Notes - Executive Investment Account for Accredited Individual Investors

      Guidance notes to accompany the application form for accredited individual investors wishing to invest in the Executive Investment Account.

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    • Executive Investment Account Application form for accredited individual investors

      Please use this application for accredited individual investors wishing to invest in the Executive Investment Account.

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    • Portfolio Bond endorsement request

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Forms

    • Data Capture for the Executive Investment Accout and Investment Account

      This form is for financial advisers to gather the necessary information from a client to input new business online for the Executive Investment Account and Investment Account on Wealth Interactive.

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Brochures and sales aids

    • Executive Investment Account client brochure - widest possible investment opportunities

      Client brochure promoting the benefits of investing in the Executive Investment Account.

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    • Executive Investment Account - charges confirmation

      This document should be read in conjunction with the Executive Investment Account/Investment Account Policy Terms and the Product Summary, all of which explain how the charges are taken.  

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    • Benefits of using Executive Investment Account and Investment Account sales aid

      This document highlights the main features of the Executive Investment Account and Investment Account.

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    • Transferring Assets into the Executive Investment Account

      We offer a facility to transfer assets into the Executive Investment Account as part of your clients initial investment or as a subsequent top-up. This service allows your clients to switch an asset they already own into a EIA without charge.

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    • Executive Investment Account product summary

      This document is a summary of the product and should be read before investing in the Executive Investment Account.

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Terms and conditions

    • Executive Investment Account policy terms and conditions

      The policy terms and conditions for the Executive Investment Account with the Wealth Interactive endorsement.

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Financial Adviser Verification

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