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).

Investment Bonds - Adviser Portal Library - Select Investment

Application Forms

Title Reference Other versions
Investment Bonds Declaration for Electronic Business (Select Investment) (637kb) IN88005 Black & white document for Investment Bonds Declaration for Electronic Business (Select Investment) (637kb)
Adviser Charge Agreement on Bonds (193kb) IN06055 Black & white document for Adviser Charge Agreement on Bonds (195kb)
Select Investment application form (870kb) IN88003 Black & white document for Select Investment application form (870kb)

Brochures and guides

Title Reference Other versions
Select Investment Guaranteed Funds brochure (1099kb) IN06049 Black & white document for Select Investment Guaranteed Funds brochure (805kb)
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)
With Profit Guarantee Flyer (126kb) IN22141 Black & white document for With Profit Guarantee Flyer (126kb)
Select Investment information pack brochure (1332kb) IN88001 Black & white document for Select Investment information pack brochure (1126kb)
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)
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)

Key Features

Title Reference Other versions
Select Investment Key Features (238kb) IN88002 Black & white document for Select Investment Key Features (231kb)

Servicing forms

Title Reference Other versions
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 -

Terms and Conditions

Title Reference Other versions
Select Investment Growth and Income Option Terms and Conditions (168kb) IN06048 Black & white document for Select Investment Growth and Income Option Terms and Conditions (165kb)

Technical Guides

Title Reference Other versions
Select Investment Growth and Income - Statement of Facts (106kb) IN88018 -