Library

In this library you will find a selection of literature to help both you and your clients learn about our products and services. In addition to brochures and guides, you will also find application forms, sales aids, key features and trust forms which you can download and view.

Search for a document

Search help

We give each document a unique reference number. If you look in the bottom left hand corner of the reverse of the document, you should see a code followed by a date. You can search by typing in the code – you don’t need to type in the date. (The date code is when the most recent version was given financial approval. It is not an expiry date).

Generic - Adviser Portal Library - Declarations

Not Categorised

Title Reference Other versions

Declaration Forms

Title Reference Other versions
Declaration for New Contracts (519kb) SP98005 -
Access to Medical Reports Declaration (for ALPS products only) (518kb) AL99021 Black & white document for Access to Medical Reports Declaration (for ALPS products only) (517kb)
Pensions Declaration for Electronic Business (548kb) SP99125 Black & white document for Pensions Declaration for Electronic Business (548kb)