Literature library

Estate planning adviser guide

IHTB10026 - A form to help you discuss potential estate planning needs with your clients.

Declaration of residence outside Ireland - Additional trustees form

IHTF10043 - Complete this declaration to confirm your non-residence status outside the Republic of Ireland.

Discounted Gift Trust (Absolute)

INVF11284 - Complete this form to notify a declaration of trust.

Discounted Gift Trust Declaration of Health - Prudential Onshore Portfolio Bond (POPB)

INVM11831 - Complete this form so we can assess your clients health and obtain a General Practitioners report.

Discounted Gift Trust Deed (Discretionary Trust Declaration form)

INVF11285 - Complete this form to notify a declaration of trust.

Discounted Gift Trust Tele Interview Form: To be completed where the settlor is under the age of 80

INVM160501 - Complete this form to allow you to go through the application process for the Discounted Gift Trust over the telephone.

Discounted Gift Trust declaration of health

INVM10978 - Complete this form for a General Practitioners report to be obtained to assess your health.

Discounted Gift Trust declaration of health offshore

INVM11010 - Complete this form for a General Practitioners report to be obtained to assess your health.

Draft Deed of Assignment to Beneficiaries - Onshore

INVM11064 - Complete this form if you wish to assign a policy to a beneficiary. This form is designed to be used with our Onshore Investments written under an absolute or discretionary Trust.

A guide to the Discounted Gift Trust

IHTB10039 - A guide to help you and your client understand more about our Discounted Gift Trust and inheritance tax.

A quick guide to trusts from Prudential and Prudential International - Trusts for Inheritance Tax Planning

IHTS10092 - A guide for you and your client to help you explore the Prudential trusts and the options available.

Counsel's opinion on the Discounted Gift Trust - Discretionary Version

IHTM10044 - This document sets out the Counsel's instructions submitted to the QC and the Counsel's opinion subsequently received.

Discounted Gift Trust - Tele-underwriting

A guide to help you through the stages involved in setting up a Discounted Gift Trust.

Estate planning questionnaire

INTP10139 - A form designed to help you discuss potential estate planning need with your clients.

Setting up a Discounted Gift Trust

IHTS10040 - Sales aid designed to help you and your client set up a Discounted Gift Trust.

Suitability Report paragraphs

IHTB10030 - Trusts for inheritance Tax Planning

Declaration of residence outside Ireland - Additional trustees form

IHTF10043 - Complete this declaration to confirm your non-residence status outside the Republic of Ireland.

Deed of appointment of an additional Trustees by existing Trustees

IHTM1007001 - Complete this form where the existing trustees wish to appoint additional trustees.

Draft Deed of Assignment of a Policy to an Existing Trust

INVM11063 - Complete this form if you wish to assign your policy to an existing trust.

Draft Deed of Assignment of a policy to an existing trust

IHTF10078 - Complete this form if you wish to assign your policy to an existing trust.

Draft Deed of Retirement of Trustee

IHTM10071 - Complete this form where a trustee wants to retire from his/her duties as a Trustee.

INVF11122_09_19

INVF11122 - Complete this form where a Settlor wishes to appoint additional trustees.

INVM11065_10_19

INVM11065 - Complete this form where a Settlor wishes to remove a Trustee from his or her duties.

Letters of Wishes

INVM10972 - Complete this form if your client, the settlor of a trust wishes to inform trustees the matters to be taken into account when trustees are exercising their discretionary powers.

Declaration of residence outside Ireland - Additional trustees form

IHTF10043 - Complete this declaration to confirm your non-residence status outside the Republic of Ireland.

A guide to the Excluded Property Trust

INVB10156 - A guide to help you and your client understand more about the Excluded Property Trust.

Estate planning questionnaire

INTP10139 - A form designed to help you discuss potential estate planning need with your clients.

Suitability Report paragraphs

IHTB10030 - Trusts for inheritance Tax Planning

Declaration of residence outside Ireland - Additional trustees form

IHTF10043 - Complete this declaration to confirm your non-residence status outside the Republic of Ireland.

Letters of Wishes

INVM10972 - Complete this form if your client, the settlor of a trust wishes to inform trustees the matters to be taken into account when trustees are exercising their discretionary powers.

Spousal Bypass Trust form

FRPF10292 - Members of Schemes can express a wish to the trustees of the Scheme asking them to consider paying lump sum death benefits.

Trust declaration form

IHTF6362 - Complete this form for the Excluded Property Trust.

Fast Facts

FRPS10130 - Quick guide to the Flexible Retirement Plan which is a flexible account style plan allowing payments to be easily changed and offering a wide range of investment options.

Absolute Trust Declaration form

INVS10942 - Declaration form which must be completed when you are setting up a Trust Fund in Absolute Trust.

DEED OF ASSIGNMENT TO BENEFICIARIES - PIA version

INVM11828 - Complete this form where the Trustees wish to assign a policy to a beneficiary. This form is designed to be used with our Offshore Investments written under an absolute or discretionary Trust.

Declaration of residence outside Ireland - Additional trustees form

IHTF10043 - Complete this declaration to confirm your non-residence status outside the Republic of Ireland.

Discretionary Gift Trust Form

INVS10940 - Declaration form which must be completed when you are setting up a Discretionary Trust fund.

Draft Deed of Assignment to Beneficiaries - Onshore

INVM11064 - Complete this form if you wish to assign a policy to a beneficiary. This form is designed to be used with our Onshore Investments written under an absolute or discretionary Trust.

AKG With-Profits Report

GENM11347 - Prudential Assurance Company Ltd

A quick guide to trusts from Prudential and Prudential International - Trusts for Inheritance Tax Planning

IHTS10092 - A guide for you and your client to help you explore the Prudential trusts and the options available.

Estate planning questionnaire

INTP10139 - A form designed to help you discuss potential estate planning need with your clients.

Gifting an investment into trust - Gift Trust and Investment Bonds

IHTS10029 - A guide to help you and your client understand more about the Gift Trust, which provides an inheritance tax planning solution.

Suitability Report paragraphs

IHTB10030 - Trusts for inheritance Tax Planning

Declaration of residence outside Ireland - Additional trustees form

IHTF10043 - Complete this declaration to confirm your non-residence status outside the Republic of Ireland.

Deed of appointment of an additional Trustees by existing Trustees

IHTM1007001 - Complete this form where the existing trustees wish to appoint additional trustees.

Draft Deed of Appointment of Additional Trustees by Existing Trustees

IHTM10099 - Complete this form where the Settlor is no longer alive and you, as Existing Trustees, wish to appoint additional Trustees.

Draft Deed of Assignment of a Policy to an Existing Trust

INVM11063 - Complete this form if you wish to assign your policy to an existing trust.

Draft Deed of Retirement of Trustee

IHTM10071 - Complete this form where a trustee wants to retire from his/her duties as a Trustee.

Draft deed of appointment of a Trustee by a Settlor

INVF11825 - Complete this form where the Settlor wishes to appoint additional Trustees.

Draft deed of removal of Trustee by Settlor

INVM11829 - Complete this form where a settlor wants to remove a Trustee from his or her duties.

Draft deed of retirement of Trustee

IHTM10100 - Complete this form where a trustee wants to retire from his/her duties as a Trustee.

INVF11122_09_19

INVF11122 - Complete this form where a Settlor wishes to appoint additional trustees.

INVM11065_10_19

INVM11065 - Complete this form where a Settlor wishes to remove a Trustee from his or her duties.

Letters of Wishes

INVM10972 - Complete this form if your client, the settlor of a trust wishes to inform trustees the matters to be taken into account when trustees are exercising their discretionary powers.

Letters of wishes

INVM11826 - Complete this form if your client, the settlor of a trust wishes to inform trustees the matters to be taken into account when trustees are exercising their discretionary powers.

Help your clients combine and sort out their finances

GENM916106 -

Help your clients leave the legacy that tells their story best

GENM916105 -

Help your clients prepare for their retirement

Help your clients prepare for their retirement.

Help your clients through separation and divorce

GENM903406 -

Help your clients to prepare for children or grandchildren

GENM916203 -

Help your clients when they come into money

GENM916205 -

Estate planning adviser guide

IHTB10026 - A form to help you discuss potential estate planning needs with your clients.

Absolute Trust declaration form

INVS10941 - Complete this form if your client wishes to choose the Absolute Trust option for the Loan Trust.

Declaration of residence outside Ireland - Additional trustees form

IHTF10043 - Complete this declaration to confirm your non-residence status outside the Republic of Ireland.

Discretionary Trust declaration form

INVS10833 - Complete this form if your client wishes to choose the Discretionary Trust option for the Loan Trust.

Draft Deed of Assignment to Beneficiaries - Onshore

INVM11064 - Complete this form if you wish to assign a policy to a beneficiary. This form is designed to be used with our Onshore Investments written under an absolute or discretionary Trust.

AKG With-Profits Report

GENM11347 - Prudential Assurance Company Ltd

A guide to the Loan Trust - Your questions answered

IHTB10023 - A guide to help you and your client understand more about the Loan Trust, how it trusts works and the choice of trusts available.

A quick guide to trusts from Prudential and Prudential International - Trusts for Inheritance Tax Planning

IHTS10092 - A guide for you and your client to help you explore the Prudential trusts and the options available.

Estate planning questionnaire

INTP10139 - A form designed to help you discuss potential estate planning need with your clients.

Suitability Report paragraphs

IHTB10030 - Trusts for inheritance Tax Planning

Additional Loan Agreement

INTF10110 - Complete this form where a Loan Trust is already in existence and the Settlors of the original Loan Trust would like to make an additional loan to the Trustees.

Declaration of residence outside Ireland - Additional trustees form

IHTF10043 - Complete this declaration to confirm your non-residence status outside the Republic of Ireland.

Deed to waive a loan

INVS11901 - Complete this deed form to waive a loan.

INVF11122_09_19

INVF11122 - Complete this form where a Settlor wishes to appoint additional trustees.

INVM11065_10_19

INVM11065 - Complete this form where a Settlor wishes to remove a Trustee from his or her duties.

Letters of Wishes

INVM10972 - Complete this form if your client, the settlor of a trust wishes to inform trustees the matters to be taken into account when trustees are exercising their discretionary powers.

Loan trust transaction record

IHTM10060 - Complete this form for any transactions relating to loans.

Client guide for PruFolio Risk Managed Active, Passive and Smoothed funds

GENM970202 - Client guide for Risk Managed Active, Passive and Smoothed funds - funds to meet a wide variety of different investor' needs and attitudes to risk.

Prudential Risk Managed Passive range Quarterly Update

INVB372205 - An insight on investment markets and funds over the period.

Risk Managed Active Range Quarterly Update

INVB11277 - An insight on investment markets and funds over the period.

An independent mapping tool

GENM11365 - An independent mapping tool to allow you to create a risk profile and suitable portfolio for your client.

Estate planning adviser guide

IHTB10026 - A form to help you discuss potential estate planning needs with your clients.

Probate Trust adviser guide

GENS357201 - A guide to help you and your client understand more about Probate Trust.

Discretionary Trust declaration form

INVS329104 - Complete this form if your client wishes to choose the Discretionary Trust option.

A quick guide to trusts from Prudential and Prudential International - Trusts for Inheritance Tax Planning

IHTS10092 - A guide for you and your client to help you explore the Prudential trusts and the options available.

Estate planning questionnaire

INTP10139 - A form designed to help you discuss potential estate planning need with your clients.

The Probate Trust in action client guide

GENS351601 - Guide to show how the Probate Trust could benefit your clients and access different investment solutions.

Counsel opinion - Bare Trust Version

INVP10686 - This guide will set out the Counsel's Instructions submitted to the QC and the Counsel's opinion subsequently received.

Counsel opinion - Discretionary Trust Version

INVP10687 - This guide will set out the Counsel's Instructions submitted to the QC and the Counsel's opinion subsequently received.

Estate planning adviser guide

IHTB10026 - A form to help you discuss potential estate planning needs with your clients.

Absolute Trust declaration form

X607 - Complete this form if your client wishes to choose the Absolute Trust option for the Prudence Inheritance Bond

Adviser Charge Instruction Form

PIBF10013 - Complete this form for any change to the adviser charge instructions

Confirmation of verification of identity - Private Individual

GENM6637 - Complete this form with the Prudence Inheritance Bond, Flexible Retirement Plan or Prudential Investment Plan application form to verify your client's details.

PFPB10350_06_18

PIBF6397 - Complete this form if your client wishes to choose the Discretionary Trust option for the Prudence Inheritance Bond

Prudence Inheritance Bond application form

Y846 - Application form to open the Prudence Inheritance Bond for your client

Tax Residency Self-Certification Declaration form

INVF11781 - Declaration form for your clients to complete to self certify their tax residency status..

Prudence Inheritance Bond

INVS11288 - A guide to help you and your client understand more about our funds available

Prudence Inheritance Bond client guide

IHTB10021 - Guide to show how the Prudence Inheritance Bond can access different investment solutions.

Prudence Inheritance Bond funds factsheet

PRUS6468 - A guide to help you and your client understand more about the Prudence Inheritance Bond Fund, it's performance, aims and objectives.

Prudence Inheritance Bond

IHTK10022 - This booklet provides useful information about the Plan and will help clients decide which trusts to choose and their investment options.

Deed of appointment of an additional Trustees by existing Trustees

IHTM1007001 - Complete this form where the existing trustees wish to appoint additional trustees.

Draft Deed of Retirement of Trustee

IHTM10071 - Complete this form where a trustee wants to retire from his/her duties as a Trustee.

INVF11122_09_19

INVF11122 - Complete this form where a Settlor wishes to appoint additional trustees.

INVM11065_10_19

INVM11065 - Complete this form where a Settlor wishes to remove a Trustee from his or her duties.

Letters of Wishes

INVM10972 - Complete this form if your client, the settlor of a trust wishes to inform trustees the matters to be taken into account when trustees are exercising their discretionary powers.

PFPB10350_06_18

PIBF6397 - Complete this form if your client wishes to choose the Discretionary Trust option for the Prudence Inheritance Bond

Request for Distributions

U149 - Complete this form where the entitled trustees wish to request payments/redistributions to be made in the Prudence Inheritance Bond.

Tax Residency Self-Certification Declaration form

INVF11781 - Declaration form for your clients to complete to self certify their tax residency status..

Policy Rules

RT10068 - Policy rules for the Prudence Inheritance Bond.

Criteria for acceptable business

IPBB10252 - A document outlining Prudential International's acceptable business requirements for the relevant countries and acceptable sales conditions.

Fast Facts

Quick guide to the Prudential International Investment Bond which offers a range of unit-linked investment funds.

Prohibited countries list

INVS11280 - A guide outlining the countries where Prudential International doesn’t accept business from due to tax, regulatory and other restrictions.

PruFund Range of Funds - Prudential International Investment Bond

INVS11699 - This leaflet highlights some of the key reasons to consider the PruFund Range of Funds as part of your International Prudence Bond and Prudential International Investment Bond investment plans.

Prudential International - Anti Money Laundering (AML) Requirements - Guide for new business, top-ups and payments out

IPBB10303 - This document is an aid for completion of the application form and should be read in conjunction with the relevant new business application form.

Prudential International Service Charter

INTN10028 - A booklet outlining Prudential International's service standards commitments.

Bare Trust for Settlor

INVM11307 - Complete this form to set up a settlor.

Declaration of Beneficial Ownership - Supplementary form for trustee and nominee applications

INVF11577 - Complete this form in conjunction with all applications by a trust, Trust Company or Nominee Company.

Declaration of residence outside Ireland

INVF10979 - Complete this declaration to confirm your non-residence status outside the Republic of Ireland.

Prudential International - Anti Money Laundering (AML) Requirements - Guide for new business, top-ups and payments out

IPBB10303 - This document is an aid for completion of the application form and should be read in conjunction with the relevant new business application form.

Prudential International Investment Bond application form

INVF11521 - Application form to open the International Investment Bond for your client

Prudential International Investment Bond top-up application form

INVF11537 - Application form if your client wishes to make an additional investment to their Prudential International Investment bond.

Tax residency self-certification declaration form

INVF11804 - Declaration form for your clients to complete to self certify their tax residency status..

A guide to the Prudential International Investment Bond

PIIBB10008 - Guide to show how the Prudential International Investment Bond could benefit your clients and provide access to different investment solutions.

PruFund Client Brochure (Non – Retirement Account version)

PFBS10000 - This client guide introduces the PruFund range of funds, looking at how they work, how they have performed and their availability across Prudential’s product wrappers.

Your With-Profits Bond

IPBB10049 - Your With-Profits Bond - a guide to how we manage the PruFund Range of Funds. Prudential International Investment Bond and International Prudence Bond

PAC Euro With-Profits fund

INVS10585 - A guide to help you and your client understand more about the Euro With-Profits fund, it's performance, aims and objectives.

PruFund Cautious

INVF11119 - A guide to help you and your client understand more about the PruFund Cautious (US Dollar) / PruFund Protected Cautious (US Dollar) fund, its performance, aims and objectives.

PruFund Cautious

INVF11118 - A factsheet to help you and your client understand more about the PruFund Cautious (Sterling) / PruFund Protected Cautious (Sterling) fund, its performance, aims and objectives.

PruFund Cautious and Protected Cautious (Euro) fund factsheet

INVF11117 - A guide to help you and your client understand more about the PruFund Cautious (Euro) / PruFund Protected Cautious (Euro) fund, it's performance, aims and objectives.

PruFund Growth (Euro) and PruFund Protected Growth (Euro) fund factsheet

INVF10936 - A guide to help you and your client understand more about the PruFund Growth (Euro) / PruFund Protected Growth (Euro) fund, it's performance, aims and objectives.

PruFund Growth (Sterling) and PruFund Protected Growth (Sterling) fund factsheet

INVF10935 - A guide to help you and your client understand more about the PruFund Growth (Sterling) / PruFund Protected Growth (Sterling) fund, its performance, aims and objectives.

PruFund Growth (US Dollar) and PruFund Protected Growth (US Dollar) fund factsheet

INVF10937 - A factsheet to help you and your client understand more about the PruFund Growth (US Dollar) / PruFund Protected Growth (US Dollar) fund, it's performance, aims and objectives.

Prudential Assurance Company Sterling With-Profits fund factsheet

INVS10584 - A guide to help you and your client understand more about the Sterling With-Profits fund, it's performance, aims and objectives.

Prudential Assurance Company US Dollar With-Profits fund factsheet

INVS10021 - A guide to help you and your client understand more about the US Dollar With-Profits fund, it's performance, aims and objectives.

PruFund Annualised Returns

PRUF479302 - A guide for you and your clients illustrating the annualised returns of the PruFund from 2009 to 2015.

Prudential International Investment Bond and International Prudence Bond fund guide

INVB5260 - This fund guide gives you a list of funds that you can choose from, an indication of the potential rewards and risk of each fund and fund charges.

Your With-Profits Bond

IPBB10049 - Your With-Profits Bond - a guide to how we manage the PruFund Range of Funds. Prudential International Investment Bond and International Prudence Bond

Your With-Profits Bond

WPGB0033 - This guide explains how our With-Profits fund works and our current approach to managing it. It contains information relevant to the PAC With-Profits Fund.

Your guide to investing in the PruFund Range of Funds

IPBB10046 - IPBB10046 - A guide to help you and your client understand more about investing in the PruFund Range of Funds.

AKG With-Profits Report

GENM11347 - Prudential Assurance Company Ltd

Key features of the Prudential International Investment Bond

PIIBK10000 - This booklet provides a summary of the key features of the Prudential International Investment Bond and will help your clients decide whether the Bond is right for them.

Key features of the Prudential International Investment Bond - Capital Redemption Option

PIIBK10005 - This booklet provides a summary of the Key Features of the Prudential International Investment Bond (Capital Redemption Option) and will help your clients decide whether the Bond is right for them.

A guide to the Prudential International Investment Bond

PIIBB10008 - Guide to show how the Prudential International Investment Bond could benefit your clients and provide access to different investment solutions.

Criteria for acceptable business

IPBB10252 - A document outlining Prudential International's acceptable business requirements for the relevant countries and acceptable sales conditions.

International Prudence Bond, Prudential International Investment Bond bonus rates

GENM6349 - This booklet provides a summary the overall yields which combine regular and final bonuses.

Prohibited countries list

INVS11280 - A guide outlining the countries where Prudential International doesn’t accept business from due to tax, regulatory and other restrictions.

PruFund Annualised Returns

PRUF479302 - A guide for you and your clients illustrating the annualised returns of the PruFund from 2009 to 2015.

PruFund Expected Growth Rates sales aid

PRUE10294 - Expected Growth Rates (EGRs) for our range of PruFunds.

Prudential International Investment Bond key reasons

PIIBS10004 - ()

The Bare Trust for Settlor in Action

INVS121502 - This document outlines the key aspects of the trust, how it works, the investment choices and how to set one up.

Adviser charge instruction form

PIIBF10006 - Complete this form for any change to the adviser charge instructions

Change of Address Form

INVF10826 - Complete this form to update your change of address details.

Declaration of Beneficial Ownership - Supplementary form for trustee and nominee applications

INVF11577 - Complete this form in conjunction with all applications by a trust, Trust Company or Nominee Company.

Deed of Assignment - Single to Single

GENS6751 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from single assignor to single assignee.

Draft Deed of Assignment of a policy to an existing trust

IHTF10078 - Complete this form if you wish to assign your policy to an existing trust.

Fund switch request form

IPBF10036 - Complete this form if you wish to request a fund switch for Prudential International Investment Bond or International Prudence Bond.

Funds transfer request form

GENM5175 - Complete this form if your client wishes to make a funds transfer request.

Prudential International Investment Bond - Cash-In Form

PIIPF10002 - Complete this form if you wish to take a one-off partial withdrawal from your bond or to cash it in completely.

Regular withdrawal request form

PIIBF10010 - Complete this form if your client wishes to request a withdrawal from their International Investment Bond.

Prudential International Investment Bond (Capital Redemption Option) contract conditions

PIIBT10009 - Contract conditions for the Prudential International Investment Bond (Capital Redemption Option).

Prudential International Investment Bond (Capital Redemption Option) statement of charges

PIIBT10012 - Statement of charges for the Prudential International Investment Bond - Capital Redemption Option.

Prudential International Investment Bond contract conditions

PIIBT10001 - Contract conditions for the Prudential International Investment Bond.

Prudential International Investment Bond statement of charges

PIIBT10002 - Document which shows you and your clients the charges and limits which apply to the Bond.

Adviser guide to investment options and fund choice

INVG10921 - A guide to help you and your client understand more about our funds available and the investment solutions available

Criteria for acceptable business

IPBB10252 - A document outlining Prudential International's acceptable business requirements for the relevant countries and acceptable sales conditions.

Prohibited countries list

INVS11280 - A guide outlining the countries where Prudential International doesn’t accept business from due to tax, regulatory and other restrictions.

Prudential International - Anti Money Laundering (AML) Requirements - Guide for new business, top-ups and payments out

IPBB10303 - This document is an aid for completion of the application form and should be read in conjunction with the relevant new business application form.

Prudential International Investment Portfolio fast facts

PIIPS10010 - Quick guide to the Prudential International Investment Portfolio which is a single unit-linked investment contract with open architecture.

Prudential International Service Charter

INTN10028 - A booklet outlining Prudential International's service standards commitments.

Bare Trust for Settlor

INVM11307 - Complete this form to set up a settlor.

Declaration of Beneficial Ownership - Supplementary form for trustee and nominee applications

INVF11577 - Complete this form in conjunction with all applications by a trust, Trust Company or Nominee Company.

Declaration of residence outside Ireland

INVF10979 - Complete this declaration to confirm your non-residence status outside the Republic of Ireland.

Discretionary Asset Manager nomination form

DPBF10048 - Complete this form for nominating a Discretionary Asset Manager to manage fund assets for both the life assured and capital redemption options for the Prudential International Investment Portfolio, Portfolio Account and Prudence Portfolio Bond.

PIIPF10005_04_19

PIIPF10005 - Complete this form to confirm your appointed Investment Adviser for the fund to which your Bond will be linked.

Prudential International - Anti Money Laundering (AML) Requirements - Guide for new business, top-ups and payments out

IPBB10303 - This document is an aid for completion of the application form and should be read in conjunction with the relevant new business application form.

Prudential International Investment Portfolio Top-up application form

DPBF10059 - Complete this form if you wish to make an additional payment to an existing Prudential International Investment Portfolio.

Prudential International Investment Portfolio application form

DPBF10058 - Application form to open the Prudential International Investment Portfolio for your client

Tax residency self-certification declaration form

INVF11804 - Declaration form for your clients to complete to self certify their tax residency status..

PIIPB10009_10_19

PIIPB10009 - A guide to help you and your client understand more about the International Investment Portfolio and our available funds.

AKG With-Profits Report

GENM11347 - Prudential Assurance Company Ltd

Key features of the Prudential International Investment Portfolio

PIIPK10006 - This booklet provides useful information about the International Investment Portfolio and will help clients decide whether the Plan might be right for them.

Key features of the Prudential International Investment Portfolio (Capital Redemption Option)

PIIPK10007 - This booklet provides useful information about the International Investment Portfolio (Capital Redemption Option) and will help clients decide whether the Plan might be right for them.

Criteria for acceptable business

IPBB10252 - A document outlining Prudential International's acceptable business requirements for the relevant countries and acceptable sales conditions.

PIIPB10009_10_19

PIIPB10009 - A guide to help you and your client understand more about the International Investment Portfolio and our available funds.

Prohibited countries list

INVS11280 - A guide outlining the countries where Prudential International doesn’t accept business from due to tax, regulatory and other restrictions.

Prudent hand

GENM11648 - Your client's money is in prudent hands, Prudential offers a position of strength and resilience to help safeguard the financial wellbeing of our customers.

Prudential International Investment Portfolio - Key reasons

PIIPS10011 - ,

The Bare Trust for Settlor in Action

INVS121502 - This document outlines the key aspects of the trust, how it works, the investment choices and how to set one up.

Adviser charge instruction form

PIIBF10006 - Complete this form for any change to the adviser charge instructions

Declaration of Beneficial Ownership - Supplementary form for trustee and nominee applications

INVF11577 - Complete this form in conjunction with all applications by a trust, Trust Company or Nominee Company.

Deed of assignment

INVF11292 - Complete this form if you wish to change the legal ownership of a life assurance policy or a capital redemption policy by way of gift only.

Draft Deed of Assignment of a policy to an existing trust

IHTF10078 - Complete this form if you wish to assign your policy to an existing trust.

Fund switching request form

INVF10823 - Complete this form if your client wishes to complete a funds switch request.

Funds transfer request form

GENM5175 - Complete this form if your client wishes to make a funds transfer request.

INVF10824_04_19

INVF10824 - Complete this form if your client wishes to request a regular withdrawals from Prudential International Investment Portfolio, Portfolio Account or Prudence Portfolio Bond.

Partial or full cash-in request form

GENM5243 - Complete this form if you wish to take a one-off partial withdrawal from your bond or to cash it in completely.

Prudential International Investment Portfolio (Capital Redemption Option) contract conditions

PIIPT10013 - This guide outlines the contract conditions for the Prudential International Investment Portfolio.

Prudential International Investment Portfolio (Capital Redemption Option) statement of charges

PIIPT10014 - This guide details the charges applied to the Prudential International Investment Portfolio (Capital Redemption Option).

Prudential International Investment Portfolio contract conditions

PIIPT10003 - This guide outlines the contract conditions for the Prudential International Investment Portfolio.

Prudential International Investment Portfolio statement of charges

PIIPT10004 - This guide details the charges applied to the Prudential International Investment Portfolio.

Adviser guide to investment options and fund choice

INVG10921 - A guide to help you and your client understand more about our funds available and the investment solutions available

GENM600602_10_19

GENM600602 - A guide to explain corporate investing.

Online Bond Withdrawal Guide for Advisers

PRUAG6872 - Online Bond Withdrawal Guide for Advisers

Prudential Investment Plan fast facts

PIPS10006 - Quick guide to the Prudential Investment Plan which is a single premium investment Bond that allows your clients to invest in a wide range of funds.

Prudential Investment Plan fund guide

INVB11013 - This short fund guide gives you a list of funds that you can choose from, an indication of the potential rewards and risk of each fund, and fund charges.

Confirmation of verification of identity - Private Individual

GENM6637 - Complete this form with the Prudence Inheritance Bond, Flexible Retirement Plan or Prudential Investment Plan application form to verify your client's details.

Confirmation of verification of identity form - Corporate and other non-personal entity

GENM10278 - Complete this form application form to verify your client's details.

Investment Online Submission Declaration form

GENF10697 - This form is completed by the client where the application is being submitted online by the adviser.

Prudential Investment Plan - Additional investment application form

PIPF10028 - Application form if your client wishes to make an additional investment to their Prudential Investment Plan

Prudential Investment Plan Application form

PIPF10000 - Application form to open the Prudential Investment Plan for your client

Tax Residency Self-Certification Declaration form

INVF11781 - Declaration form for your clients to complete to self certify their tax residency status..

PruFund Client Brochure (Non – Retirement Account version)

PFBS10000 - This client guide introduces the PruFund range of funds, looking at how they work, how they have performed and their availability across Prudential’s product wrappers.

Prudential Investment Plan

PIPS10040 - This guide will show your client how Prudential's Investment Plan can access various investment solutions.

Prudential Investment Plan fund guide

INVB11013 - This short fund guide gives you a list of funds that you can choose from, an indication of the potential rewards and risk of each fund, and fund charges.

Your With-Profits Plan - a guide to how we manage the PruFund range of Funds. Prudential Investment Plan, Prudential ISA, Trustee Investment Plan, Flexible Retirement Plan

WPGB0031 - Your With-Profits Plan - a guide to how we manage the PruFund range of Funds. Prudential Investment Plan, Prudential ISA, Trustee Investment Plan, Flexible Retirement Plan

PruFund Cautious Life Fund Fact Sheet

INVS11354 - A guide to help you and your client understand more about the PruFund Life Fund.

PruFund Growth Life Fund Fact Sheet

INVS11263 - A guide to help you and your client understand more about the PruFund Growth Life Fund, it's performance, aims and objectives.

PruFund Global Diversification

TIO271201 - TIO271201 - Sales aid demonstrating how globally diversified both the PruFund Growth and PruFund Cautious funds are

Prudential Investment Plan fund guide

INVB11013 - This short fund guide gives you a list of funds that you can choose from, an indication of the potential rewards and risk of each fund, and fund charges.

Your With-Profits Plan

WPGB0027 - A guide to explain how our With Profits fund works and our current approach to managing it.

Your With-Profits Plan - a guide to how we manage the PruFund range of Funds. Prudential Investment Plan, Prudential ISA, Trustee Investment Plan, Flexible Retirement Plan

WPGB0031 - Your With-Profits Plan - a guide to how we manage the PruFund range of Funds. Prudential Investment Plan, Prudential ISA, Trustee Investment Plan, Flexible Retirement Plan

AKG With-Profits Report

GENM11347 - Prudential Assurance Company Ltd

Guernsey Supplement - brochures and Key Features Document Documents for Investment Bonds and Plans

PRUF0342 - This booklet provides supplementary information for investment bonds and plans for residents of the Bailiwick Guernsey.

Isle of Man Supplement - brochures and Key Features Document

PRUF0343 - This booklet provides supplementary information for investment bonds and plans for residents of the Bailiwick Guernsey.

Jersey Supplement - brochures and Key Features Document Documents for Investment Bonds and Plans

PRUF0341 - This booklet provides supplementary information for investment bonds and plans for residents of the Island of Jersey.

Key Features of the Prudential Investment Plan

PIPK10011 - This booklet provides useful information about the Plan and will help clients decide which funds to invest in. Applicable to plans originally taken out from 11 November 2013.

5 reasons why an onshore bond may be suitable

INVS292803 - Quick summary guide outlining why an onshore bond may be suitable for your clients .

An independent mapping tool

GENM11365 - An independent mapping tool to allow you to create a risk profile and suitable portfolio for your client.

Investing surplus company cash

GENM417904 - Quick summary guide for your clients outlining why it is a good time to look at a bond for surplus cash.

Market Value Reduction - A clear explanation

PRUS6165 - A Market Value Reduction – or MVR – is a deduction we may make on certain withdrawals or switches from, or between, our With-Pro ts Funds.

PruFund Expected Growth Rates sales aid

PRUE10294 - Expected Growth Rates (EGRs) for our range of PruFunds.

PruFund Global Diversification

TIO271201 - TIO271201 - Sales aid demonstrating how globally diversified both the PruFund Growth and PruFund Cautious funds are

Prudential Investment Plan - suitability report paragraphs

INVM10960 - ()

Prudential Investment Plan fast facts

PIPS10006 - Quick guide to the Prudential Investment Plan which is a single premium investment Bond that allows your clients to invest in a wide range of funds.

Return of Premium Death Benefit Option

INVS10628 - Sales aid to providing information on the Return of Premium Death Benefit Option.

Summary Tax Liabilities for Bonds and Collectives

POPBS48801 - Quick summary guide for your clients outlining when personal tax liability applies for Bonds and Collectives.

Adviser charge instruction form

PIPF10048 - Complete this form for any change to the adviser charge instructions

Deed of Assignment - Gift Assignment - joint to joint

GENS6754 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from joint assignor to joint assignee.

Deed of Assignment - Joint to Single

GENS6753 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from joint assignor to single assignee.

Deed of Assignment - Judicial Separation, Divorce or Dissolution - Joint to Single

GENS11734 - Complete this form to change the legal ownership of a life assurance policy implementing a financial arrangement from joint assignors to single assignee.

Deed of Assignment - Single to Joint

GENS6752 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from single assignor to joint assignee.

Deed of Assignment - Single to Single

GENS6751 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from single assignor to single assignee.

Draft Deed of Assignment

INVF236001 - Complete this form where the Legal Personal Representatives, Executors or Administrators wish to assign a policy to beneficiaries.

Full and Partial Cash In Form

DISF5254 - Complete this form if your client wishes to take a full or partial withdrawal of their plan.

Fund Switching Form

PRUF0534 - Complete this form if your client wishes to complete a switch transaction for the Prudential Investment Plan.

Fund switch mandate form

INVF11345 - Complete this form to authorise a financial adviser firm to submit fund switch requests on your Flexible and Prudential Investment Plans.

Regular withdrawal instruction form

DISF0010 - Complete this form if your client wishes to request a regular withdrawal from their Prudential Investment Plan.

Tax Residency Self-Certification Declaration form

INVF11781 - Declaration form for your clients to complete to self certify their tax residency status..

Prudential Investment Plan - Policy Provisions

INVM11630 - Information on the policy provisions for the Prudential Investment Plan.

Adviser guide to investment options and fund choice

INVG10921 - A guide to help you and your client understand more about our funds available and the investment solutions available

Example Illustrations for the Prudential ISA and OEIC Fund Range

GENM11842 - This guide shows you and your client what you might get back if investing a single or regular investments into some example funds.

Client information data capture form

ISA594601 - This client information form is intended to help you collect all the data you need to make an online ISA application.

A guide to the Prudential Individual Savings Account (ISA)

ISAB10082 - A guide to explain how our Prudential ISA works and our current approach to managing it.

A step-by-step guide to the smoothing process

GENM92301 - Quick summary guide for your clients outlining the stages of the PruFund smoothing process.

PruFund Client Brochure (Non – Retirement Account version)

PFBS10000 - This client guide introduces the PruFund range of funds, looking at how they work, how they have performed and their availability across Prudential’s product wrappers.

PruFund fund guide - Prudential ISA

INVP11876 - Prudential ISA - PruFund funds - fund guide

Prudential ISA - Master Insurance Agreement (customer version)

ISAM10089 - This document contains the main terms and conditions of the PruFund Funds available in the Prudential ISA.

Your With-Profits Plan - a guide to how we manage the PruFund range of Funds. Prudential Investment Plan, Prudential ISA, Trustee Investment Plan, Flexible Retirement Plan

WPGB0031 - Your With-Profits Plan - a guide to how we manage the PruFund range of Funds. Prudential Investment Plan, Prudential ISA, Trustee Investment Plan, Flexible Retirement Plan

PruFund Cautious Pension fund factsheet

INVS11397 - A factsheet to help you and your client understand more about the PruFund Cautious fund.

PruFund Growth Pension fund factsheet

INVS11256 - A factsheet to help you and your client understand more about our PruFund Growth Fund.

PruFund Global Diversification

TIO271201 - TIO271201 - Sales aid demonstrating how globally diversified both the PruFund Growth and PruFund Cautious funds are

Your With-Profits Plan - a guide to how we manage the PruFund range of Funds. Prudential Investment Plan, Prudential ISA, Trustee Investment Plan, Flexible Retirement Plan

WPGB0031 - Your With-Profits Plan - a guide to how we manage the PruFund range of Funds. Prudential Investment Plan, Prudential ISA, Trustee Investment Plan, Flexible Retirement Plan

AKG With-Profits Report

GENM11347 - Prudential Assurance Company Ltd

Key features of the Prudential ISA

ISAK10081 - This booklet provides useful information about the ISA and will help clients decide which funds to invest in.

An independent mapping tool

GENM11365 - An independent mapping tool to allow you to create a risk profile and suitable portfolio for your client.

PruFund Expected Growth Rates sales aid

PRUE10294 - Expected Growth Rates (EGRs) for our range of PruFunds.

PruFund Global Diversification

TIO271201 - TIO271201 - Sales aid demonstrating how globally diversified both the PruFund Growth and PruFund Cautious funds are

Prudent hand

GENM11648 - Your client's money is in prudent hands, Prudential offers a position of strength and resilience to help safeguard the financial wellbeing of our customers.

Prudential ISA Client Letter Template

ISAL574603 -

Prudential ISA fast facts

ISAF10088 - Quick guide to the Prudential ISA, which is a Stocks and Shares ISA that allows your clients to invest in a wide range of funds.

Suitability report paragraphs for the Prudential ISA

ISA28504 - ()

Summary Tax Liabilities for Bonds and Collectives

POPBS48801 - Quick summary guide for your clients outlining when personal tax liability applies for Bonds and Collectives.

Prudential Onshore Portfolio Bond - Fast facts

POPBF10001 - Quick guide to the Prudential Onshore Portfolio Bond which is an investment bond available through a number of investment wrap platforms.

Client declaration

POPBA20502 - Declaration form which must be completed when you are submitting your client's application online.

Confirmation of verification of identity form

GENM11815 - Complete this form with the Prudential Onshore Portfolio Bond application form to verify your client's details.

Confirmation verification of identity form - private individual

GENM11814 - Complete this form with the Prudential Onshore Portfolio Bond application form to verify your client's details.

Discounted Gift Trust Declaration of Health - Prudential Onshore Portfolio Bond (POPB)

INVM11831 - Complete this form so we can assess your clients health and obtain a General Practitioners report.

Full and Partial Cash in Form

POPBC10014 - Complete this form to fully or partially cash in Prudential Onshore Portfolio Bond

Fund transfer request form

POPBS10017 - Complete this form if your client wishes to make a funds transfer request.

Online submission - set-up adviser charge instruction form

POPBS10015 - Complete this form for requesting to pay a set up adviser charge, where the application is being submitted online.

Prudential Onshore Portfolio Bond additional investment application form

POPBT10013 - Application form if your client wishes to make an additional investment to their Prudential Onshore Portfolio Bond.

Prudential Onshore Portfolio Bond application form

PROB10327 - Application form to open the Prudential Onshore Portfolio Bond for your client.

Tax residency self-certification declaration form

INVF11822 - Declaration form for your clients to complete to self certify their tax residency status.

A guide to the Onshore Portfolio Bond

POPBC10006 - Client brochure which highlights the features and benefits of the POPB

AKG With-Profits Report

GENM11347 - Prudential Assurance Company Ltd

Key features of the Prudential Onshore Portfolio Bond

PROF10328 - This booklet provides useful information about the Bond and will help your clients decide which funds to invest in.

5 reasons why an onshore bond may be suitable

INVS292803 - Quick summary guide outlining why an onshore bond may be suitable for your clients .

Prudent hand

GENM11648 - Your client's money is in prudent hands, Prudential offers a position of strength and resilience to help safeguard the financial wellbeing of our customers.

Prudential Onshore Portfolio Bond - Fast facts

POPBF10001 - Quick guide to the Prudential Onshore Portfolio Bond which is an investment bond available through a number of investment wrap platforms.

Suitability Report paragraphs

POPB519304 - ()

Summary Tax Liabilities for Bonds and Collectives

POPBS48801 - Quick summary guide for your clients outlining when personal tax liability applies for Bonds and Collectives.

UK Investment Bond tax guide

INVS0002 - A guide to help you and your client understand more about how our Investment Bonds are taxed.

Deed of Assignment - Gift Assignment - joint to joint

GENS6754 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from joint assignor to joint assignee.

Deed of Assignment - Joint to Single

GENS6753 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from joint assignor to single assignee.

Deed of Assignment - Single to Single

GENS6751 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from single assignor to single assignee.

Draft Deed of Assignment

INVF236001 - Complete this form where the Legal Personal Representatives, Executors or Administrators wish to assign a policy to beneficiaries.

Full and Partial Cash in Form

POPBC10014 - Complete this form to fully or partially cash in Prudential Onshore Portfolio Bond

Regular withdrawal instruction form

POPBW10008 - Complete this form if your client wishes to request a regular withdrawal from their Prudential Investment Plan.

Prudential Onshore Portfolio Bond - Contract conditions

PROT10329 - Terms and conditions for the Prudential Onshore Portfolio Bond.

Privacy Notice

W7403 - We, Prudential International Assurance Plc (PIA), take the privacy and protection of your personal information seriously. PIA will operate as the data controller in respect of the data we collect about you.

Statement of Charges

PROT10330 - A statement of charges for the Prudential Onshore Portfolio Bond.

A guide to the Prudential Onshore Portfolio Bond – OWC

PRUAG02879 - A guide to the Prudential Onshore Portfolio Bond – OWC

Prudential Onshore Portfolio Bond – OWC Operational Support Guide

GENM123456 - The purpose of this document is to guide you through the illustration, application and key post issue processes associated with the Prudential Onshore Portfolio Bond – OWC.

Prudential Onshore Portfolio Bond – OWC. Fast facts

POPBF93202 - A quick guide to the Prudential Onshore Portfolio Bond – OWC

Suitability Report paragraphs

POPB519401 - ()

Absolute Trust Declaration form

INVS10942 - Declaration form which must be completed when you are setting up a Trust Fund in Absolute Trust.

Absolute Trust declaration form

INVS10941 - Complete this form if your client wishes to choose the Absolute Trust option for the Loan Trust.

Adviser charge instruction form

PIPF10095 - Complete this form to set up or amend adviser charging for the Prudential Onshore Portfolio Bond – OWC product.

Client Declaration for Prudential Onshore Portfolio Bond – OWC

POPBS10016 - This declaration is to be given to the client if they have instructed you to submit an electronic application for a Prudential Onshore Portfolio Bond – OWC on their behalf.

Confirmation of verification of identity form

GENM11815 - Complete this form with the Prudential Onshore Portfolio Bond application form to verify your client's details.

Confirmation verification of identity form - private individual

GENM11814 - Complete this form with the Prudential Onshore Portfolio Bond application form to verify your client's details.

Discounted Gift Trust (Absolute)

INVF11284 - Complete this form to notify a declaration of trust.

Discounted Gift Trust Declaration of Health - Prudential Onshore Portfolio Bond (POPB)

INVM11831 - Complete this form so we can assess your clients health and obtain a General Practitioners report.

Discounted Gift Trust Deed (Discretionary Trust Declaration form)

INVF11285 - Complete this form to notify a declaration of trust.

Discretionary Fund Manager Selection Form

POPB101103 - Complete this form for a new Bond or for clients who have an existing Prudential Onshore Portfolio Bond and wish to invest in a Model Portfolio which is managed, on a discretionary basis, by a Discretionary Fund Manager.

Discretionary Gift Trust Form

INVS10940 - Declaration form which must be completed when you are setting up a Discretionary Trust fund.

Full and Partial Cash in Form

POPBC10014 - Complete this form to fully or partially cash in Prudential Onshore Portfolio Bond

Fund transfer request form

POPBS10017 - Complete this form if your client wishes to make a funds transfer request.

Online submission adviser charge instruction form

POPBS10090 - Complete this form for requesting to pay a set-up and/or ongoing adviser charge, where the application is being submitted online.

Prudential Onshore Portfolio Bond – OWC: Additional Investment application form

POPB162602 - This form can only be used for additional investments into the Prudential Onshore Portfolio Bond – OWC

Tax residency self-certification declaration form

INVF11822 - Declaration form for your clients to complete to self certify their tax residency status.

Key Features of the Prudential Onshore Portfolio Bond – OWC

PROF10329 - A guide to explain the key features of the Prudential Onshore Portfolio Bond – OWC.

Summary Tax Liabilities for Bonds and Collectives

POPBS48801 - Quick summary guide for your clients outlining when personal tax liability applies for Bonds and Collectives.

Deed of Assignment - Gift Assignment - joint to joint

GENS6754 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from joint assignor to joint assignee.

Deed of Assignment - Joint to Single

GENS6753 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from joint assignor to single assignee.

Deed of Assignment - Judicial Separation, Divorce or Dissolution - Joint to Single

GENS11734 - Complete this form to change the legal ownership of a life assurance policy implementing a financial arrangement from joint assignors to single assignee.

Discretionary Fund Manager Selection Form

POPB101103 - Complete this form for a new Bond or for clients who have an existing Prudential Onshore Portfolio Bond and wish to invest in a Model Portfolio which is managed, on a discretionary basis, by a Discretionary Fund Manager.

Full and Partial Cash in Form

POPBC10014 - Complete this form to fully or partially cash in Prudential Onshore Portfolio Bond

Letters of Wishes

INVM10972 - Complete this form if your client, the settlor of a trust wishes to inform trustees the matters to be taken into account when trustees are exercising their discretionary powers.

Regular withdrawal instruction form

POPBW10008 - Complete this form if your client wishes to request a regular withdrawal from their Prudential Investment Plan.

Prudential Onshore Portfolio Bond – OWC. Contract conditions

POPBT145003 - Contract conditions for the Prudential Onshore Portfolio Bond – OWC

Prudential Onshore Portfolio Bond – OWC. Statement of charges

POPBT145102 - Statement of charges for the Prudential Onshore Portfolio Bond – OWC

ESG Guide

Professionals' guide to drawdown

GENM416404 - Guide to Drawdown - a professional view for 2019-2020

Prudential Retirement Account Distribution death benefits

RACS467208 - A leaflet explaining how death benefits are distributed using the Retirement Account

Retirement Account Key Reasons

RACS439901 - Retirement Account Key Reasons

Retirement Account fast facts

RACS191502 - An overview of the features and options available on the Retirement Account.

Retirement Account monthly fund list

monthly-fund-list - A monthly list of the investment options available within the Retirement Account in addition to our PruFund range of funds.

Client information data capture form

RACF573604 - This client information form is intended to help identify and collate the necessary client details needed when converting an illustration into an online submission for the Prudential Retirement Account.

Retirement Account declaration

RACF167902 - Declaration confirming details given for the Retirement Account are correct and complete

A step-by-step guide to the smoothing process (Retirement Account version)

PRUF624304 - A step-by-step guide to the smoothing process for investments, top ups and monthly premiums into Prudential retirement Account from 25 August 2017.

Acceptance of Business Criteria

PRUAG6671 - This document is therefore aimed to help equip you with what these requirements may be.

PruFund Fund Guide - Prudential Retirement Account

INVB205504 - A guide to help you and your client understand more about our funds available and the investment solutions available.

Retirement Account monthly fund list

monthly-fund-list - A monthly list of the investment options available within the Retirement Account in addition to our PruFund range of funds.

AKG With-Profits Report

GENM11347 - Prudential Assurance Company Ltd

Professionals' guide to drawdown

GENM416404 - Guide to Drawdown - a professional view for 2019-2020

Retirement Advice - an art or a science?

Retirement Advice

Retirement is a journey not an event

GENM444444 - Retirement journey

Key Features of the Prudential Retirement Account

RACK164801 - This guide provides useful information about the Account and will help clients decide which funds to invest in.

Drawdown Review Checklist

FRPF282601 - A checklist to help you meet the regulatory guidelines for your clients' subsequent move to drawdown.

PruFund Expected Growth Rates sales aid

PRUE10294 - Expected Growth Rates (EGRs) for our range of PruFunds.

The importance of sequencing returns

FRPS251704 - A sales aid to help you explain how 'Sequencing of risk' works and how our PruFund range of funds can your clients' retirement solutions.

Adviser charge instruction form

RACF167906 - Complete this form for any change to the adviser charge instructions

Client information data capture form

RACF573604 - This client information form is intended to help identify and collate the necessary client details needed when converting an illustration into an online submission for the Prudential Retirement Account.

Confirmation of verification of identity form

RACF352003 - Complete this form with the Retirement Account application form to verify your client's details

Expression of wish form - Retirement Account

RACF167903 - Complete this form to inform Prudential how you would wish any death payments to be distributed from your Retirement Account.

Lifetime Allowance & Protection form

PROF6527 - Complete this form if your client is taking benefits when they have a Personal Lifetime Allowance or their benefits exceed the Standard Lifetime Allowance

Prudential Retirement Account direct debit instruction

Complete this form to instruct your Bank or Building Society to make payments to your Retirement Account by direct debit.

Retirement Account declaration

RACF167902 - Declaration confirming details given for the Retirement Account are correct and complete

RAC166602

RAC166602 - Prudential Retirement Account Terms and Conditions

Lump Sum Death Benefits

PENS6656 - This leaflet covers the position on death before age 75 where there is an uncrystallised death benefit.

Trustee Investment Plan (Series A) - Fast facts

TIPS10014 - Quick guide to the Trustee Investment Plan (Series A) which is a single premium investment for Trustees of UK registered pensions schemes.

Confirmation of verification of identity form - Corporate and other non-personal entity

GENM10278 - Complete this form application form to verify your client's details.

Trustee Investment Plan application form

P789 - Application form to open the Trustee Investment Plan for your client

A guide to your Trustee Investment Plan

TIPB10049 - This guide will show your client how Prudential's Trustee Investment Plan can access various investment solutions.

PruFund Client Brochure (Non – Retirement Account version)

PFBS10000 - This client guide introduces the PruFund range of funds, looking at how they work, how they have performed and their availability across Prudential’s product wrappers.

PruFund Global Diversification

TIO271201 - TIO271201 - Sales aid demonstrating how globally diversified both the PruFund Growth and PruFund Cautious funds are

Trustee Investment Plan bonus rates

TIPS10005 - Bonus rates for the With-Profits fund held within the Trustee Investment Plan.

Trustee Investment Plan fund guide

PENB6567 - A guide to help you and your client understand more about our funds available

Key features of the Trustee Investment Plan

P785a - This booklet explains our Trustee Investment Plan and provides information for trustees of a UK pension scheme.

An independent mapping tool

GENM11365 - An independent mapping tool to allow you to create a risk profile and suitable portfolio for your client.

PruFund Expected Growth Rates sales aid

PRUE10294 - Expected Growth Rates (EGRs) for our range of PruFunds.

PruFund Global Diversification

TIO271201 - TIO271201 - Sales aid demonstrating how globally diversified both the PruFund Growth and PruFund Cautious funds are

Trustee Investment Plan Adviser Lead Generation Letter

()

Adviser charge instruction form

TIPF10040 - Complete this form for any change to the adviser charge instructions

Lifetime Allowance & Protection form

PROF6527 - Complete this form if your client is taking benefits when they have a Personal Lifetime Allowance or their benefits exceed the Standard Lifetime Allowance

PFPB10350_06_18

TIPF10001 - Complete this form if your client wishes to alter their investment strategy.

Withdrawal request form

P922 - Complete this form if your client wishes to request a withdrawal from their Trustee Investment Plan

Policy Document - Trustee Investment Plan (Series A). For Plans taken out on or after 28th April 2014

TIPT10047 - Terms and conditions for the Trustee Investment Plan (Series A). For Plans taken out on or after 28th April 2014