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.

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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).

Investment Bonds - Adviser Portal Library - Portfolio

Key Features

Title Reference Other versions
Key Features of Portfolio (211kb) IN50002 Black & white document for Key Features of Portfolio (211kb)

Terms and Conditions

Title Reference Other versions
Portfolio Step Down Option Terms & Conditions (233kb) IN50518 Black & white document for Portfolio Step Down Option Terms & Conditions (230kb)
Portfolio Level Option Policy Terms & Conditions (230kb) IN50517 Black & white document for Portfolio Level Option Policy Terms & Conditions (227kb)

Servicing Forms

Title Reference Other versions
Application form for additional investments - bonds (629kb) IN06042 Black & white document for Application form for additional investments - bonds (629kb)
Adviser Charge Agreement on Bonds (193kb) IN06055 Black & white document for Adviser Charge Agreement on Bonds (195kb)
Tax Residence Self-Certification Declaration Form -FACTA (Individual) (119kb) IN06062 -
Tax Residence Self Certification Declaration Form - FATCA (Company) (608kb) IN06064 -
Switching form for use with Aviva's investment bonds (generic multi-product) (102kb) IN13200 -

Brochures & Guides

Title Reference Other versions
Making Withdrawals Less Taxing (Bond) (193kb) IN50031 Black & white document for Making Withdrawals Less Taxing (Bond) (190kb)
A guide to your with-profits investment and how we manage our With-Profit Fund - For customers investing through an Aviva investment bond (CFPPFM) (243kb) IN50005 Black & white document for A guide to your with-profits investment and how we manage our With-Profit Fund - For customers investing through an Aviva investment bond (CFPPFM) (244kb)
Fund Governance at Aviva Brochure (364kb) IN50071 Black & white document for Fund Governance at Aviva Brochure (293kb)
Information sheet: Investment in the With-Profit Fund - Aviva Life and Pensions UK Limited Provident Mutual Sub Fund (to accompany Principles and Practices of Financial Management (PPFM)) (100kb) IN16012 Black & white document for Information sheet: Investment in the With-Profit Fund - Aviva Life and Pensions UK Limited Provident Mutual Sub Fund (to accompany Principles and Practices of Financial Management (PPFM)) (94kb)
Information sheet: Investment in the With-Profit Fund - Aviva Life and Pensions UK Limited Stakeholder With-Profits Sub Fund (to accompany Principles and Practices of Financial Management (PPFM)) (98kb) IN16014 Black & white document for Information sheet: Investment in the With-Profit Fund - Aviva Life and Pensions UK Limited Stakeholder With-Profits Sub Fund (to accompany Principles and Practices of Financial Management (PPFM)) (93kb)
Information sheet: Investment in the With-Profit Fund - Aviva Life and Pensions UK Limited With-Profits Sub Fund (to accompany Principles and Practices of Financial Management (PPFM)) (99kb) IN16015 Black & white document for Information sheet: Investment in the With-Profit Fund - Aviva Life and Pensions UK Limited With-Profits Sub Fund (to accompany Principles and Practices of Financial Management (PPFM)) (94kb)
Information sheet: Investment in the With-Profit Fund - Aviva Life and Pensions UK Limited Old and New With-Profits Sub Funds (to accompany Principles and Practices of Financial Management (PPFM)) (116kb) IN16031 Black & white document for Information sheet: Investment in the With-Profit Fund - Aviva Life and Pensions UK Limited Old and New With-Profits Sub Funds (to accompany Principles and Practices of Financial Management (PPFM)) (110kb)