FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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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.

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  • 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.

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  • EWA Application form for the individual investor

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  • Tax Declaration and Self Certification for individual investors

    Please use this form to confirm your clients country of residence for taxation. 

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  • Tax Declaration and Self Certification for corporate and trustee investors

    Please use this form to confirm the tax status for Trustee and Corporate applicants. 

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Financial Adviser Verification

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