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 (208kb)

Terms and Conditions

Title Reference Other versions
Portfolio Step Down Option Terms & Conditions (213kb) IN50518 Black & white document for Portfolio Step Down Option Terms & Conditions (210kb)
Portfolio Level Option Policy Terms & Conditions (225kb) IN50517 Black & white document for Portfolio Level Option Policy Terms & Conditions (222kb)

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) (103kb) IN06062 -
Tax Residence Self Certification Declaration Form - FATCA (Company) (130kb) IN06064 -
Switching form for use with Aviva's investment bonds (generic multi-product) (98kb) IN13200 -

Brochures & Guides

Title Reference Other versions
Your options - Guaranteed Fund investment (352kb) EX03009 -
Smooth Managed Fund client brochure (481kb) LF01102 Black & white document for Smooth Managed Fund client brochure (431kb)
A guide to your with-profits investment and how we manage our With-Profit Fund - For customers investing through an Aviva investment bond (CFPPFM) (573kb) IN50005 -
Fund Governance at Aviva Brochure (386kb) IN50071 Black & white document for Fund Governance at Aviva Brochure (277kb)
Making Withdrawals Less Taxing (Bond) (192kb) IN50031 Black & white document for Making Withdrawals Less Taxing (Bond) (189kb)
Smooth Managed Fund Sales Aid (Bond) (82kb) IN88019 Black & white document for Smooth Managed Fund Sales Aid (Bond) (77kb)