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Servicing Forms

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)
Assignment of policy to existing trust IHTF10078.PDF view (156k) view (412k)
Change of address form INVF10826.PDF N/A view (179k)
Deed of assignment INVF11292.PDF view (81k) view (329k)
Fund Switch Request Form INVF10823.PDF N/A view (348k)
Partial or Full Cash-In Request Form GENM5243.PDF N/A view (362k)
Regular Withdrawal Request Form INVF10824.PDF N/A view (174k)
For UK Adviser Use Only - Not Approved For Use With Clients