Pre-Sales Forms
|
On this page you can download all the forms you might need to set-up your client's Flexible Lifetime Annuity. |
|||
|
The files are in PDF format (right click the link and select 'save target as' to save the PDF to your computer).
|
|||
| Item | Code | B&W (size) | Colour (size) |
| Adviser Bank Details | ANNF0208.PDF | N/A | view (128k) |
| Adviser Information Form | ANNF0183.PDF | N/A | view (120k) |
| Application Form FLA | ANNF0141.PDF | view (112k) | view (734k) |
| Personal Pension Questionnaire Form | ANNF0105.PDF | view (81k) | view (258k) |
| Personal Pension Transfer In Authority Form | ANNF0104.PDF | N/A | view (59k) |
Literature library
