FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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INVESTMENT ACCOUNT

Applications and guidance notes

    • Investment Account Application form - individual investors

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

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    • Guidance Notes - Investment Account for Individual Investors

      Guidance notes to accompany the application form for individual investors wishing to invest in the 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

    • Investment Account client brochure

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

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    • Investment Account Product Summary

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

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    • Investment Account Illustrations

      As the Investment Account is open to non-accredited investots, we require the applicant(s) to submit a signed personalised illustration.

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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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Terms and conditions

    • Terms applicable to Investment Account policies (ref S02)

      The terms applicable to the Investment Account with the Wealth Interactive endorsement.

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Financial Adviser Verification

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