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 - 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 (306kb) IN88003 Black & white document for Select Investment application form (306kb)

Brochures and guides

Title Reference Other versions
Smooth Managed Fund client brochure (481kb) LF01102 Black & white document for Smooth Managed Fund client brochure (431kb)
Select Investment at a glance (89kb) IN13188 Black & white document for Select Investment at a glance (86kb)
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)
With Profit Guarantee Flyer (98kb) IN22141 Black & white document for With Profit Guarantee Flyer (95kb)
Select Investment information pack brochure (1293kb) IN88001 -
Select Investment Guaranteed Funds brochure (1096kb) IN06049 Black & white document for Select Investment Guaranteed Funds brochure (802kb)
Smooth Managed Fund Sales Aid (Bond) (82kb) IN88019 Black & white document for Smooth Managed Fund Sales Aid (Bond) (77kb)

Key Features

Title Reference Other versions
Select Investment Key Features (244kb) IN88002 Black & white document for Select Investment Key Features (241kb)

Servicing forms

Title Reference Other versions
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 -

Terms and Conditions

Title Reference Other versions
Select Investment Growth and Income Option Terms and Conditions (157kb) IN06048 Black & white document for Select Investment Growth and Income Option Terms and Conditions (154kb)

Technical Guides

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