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).

Platform - Adviser Platform Library

Commercial Property

Title Reference Other versions
A guide to property purchase for the Aviva Commercial Property Investment provided by Suffolk Life as part of a Pension Portfolio (698kb) LF10209 -
2017 Schedule of Fees for the Aviva Commercial provided by Suffolk Life as part of a Pension Portfolio (543kb) LF10210 -
Property form for the Aviva Commercial Property Investment provided by Suffolk Life as part of a Pension Portfolio (958kb) LF10211 -
Panel of Solicitors for the Aviva Commercial Property Investment provided by Suffolk Life as part of a Pension Portfolio (1679kb) LF10212 -
Key Features of the Aviva Commercial Property Investment (CPI) provided by Suffolk Life as part of a Pension Portfolio (692kb) LF20009 -
Terms and Conditions of the Aviva Commercial Property Investment provided by Suffolk Life as part of a Pension Portfolio (395kb) LF30021 -
Aviva Commercial Property Investment application form provided by Suffolk Life (756kb) LF40057 -

Guides to the Aviva Platform

Title Reference Other versions
Platform user guide (14655kb) LF50360 -
Due Diligence for the platform (799kb) LF01075 -
Adviser guide to Aviva Platform client report (2994kb) LF50342 -
Adviser charging on the platform (800kb) LF10253 -

Investments

Title Reference Other versions
Investment proposition sales aid (135kb) LF10202 Black & white document for Investment proposition sales aid (129kb)
SEI Goals Based Brochure (105kb) LF10223 Black & white document for SEI Goals Based Brochure (101kb)
Discounted Funds List (PDF) (579kb) LF50008 -
Platform Asset List (Excel) (5191kb) LF50008 -
Platform Discounted Funds List -Core (84kb) LF50084 -
top_5_execution_venue_report_AD (300kb) LF01107 -
Aviva Select Funds Overview (146kb) LF10246 Black & white document for Aviva Select Funds Overview (143kb)
MIFID II: Cost & Charges disclosure on Aviva Platform: Investment Portfolio (555kb) LF95043A -
MIFID II: Cost & Charges disclosure on the Aviva Platform: ISA Portfolio (584kb) LF95043B -
Aviva Select Funds Adviser guide (165kb) LF10183 Black & white document for Aviva Select Funds Adviser guide (165kb)
Governed Portfolios (135kb) LF10201 -

Key Features

Title Reference Other versions
Key Features of the Investment Portfolio for Corporate and Trustee Investors (390kb) LF01111 Black & white document for Key Features of the Investment Portfolio for Corporate and Trustee Investors (389kb)
Key Features of the Investment Portfolio (374kb) LF01066 Black & white document for Key Features of the Investment Portfolio (371kb)
Key Features of ISA Portfolio (473kb) LF01067 -
Key Features of the Pension Portfolio (420kb) LF01068 Black & white document for Key Features of the Pension Portfolio (417kb)

Managed Portfolio Service

Title Reference Other versions
Managed Portfolio Service - how it works for you (103169kb) LF10208 Black & white document for Managed Portfolio Service - how it works for you (100488kb)

Terms & Conditions

Title Reference Other versions
Conflicts of Interest (72253440kb) GN63045 -
Order execution policy (109700096kb) GN61005 -
Investment Portfolio Terms and Conditions for Corporate and Trustee Investors (285kb) LF01110 -
Investment Portfolio Terms and Conditions (283kb) LF01062 Black & white document for Investment Portfolio Terms and Conditions (270kb)
ISA Portfolio Terms and Conditions (281kb) LF01063 Black & white document for ISA Portfolio Terms and Conditions (278kb)
Pension Portfolio Terms and Conditions (285kb) LF01064 Black & white document for Pension Portfolio Terms and Conditions (282kb)

Adviser and Client Brochures

Title Reference Other versions
ISA Portfolio Client Brochure (2102459392kb) LF10205 Black & white document for ISA Portfolio Client Brochure (1422356480kb)
Aviva Platform guide to Pension Portfolio transfers using Origo's Options Transfers service (3917kb) LF10249 -
Aviva Platform guide to ISA Portfolio and Investment Portfolio transfers using Origo's Options Transfers service (1901kb) LF10250 -
Income Drawdown adviser guide (425kb) LF10219 -
Pension Portfolio Customer Brochure (1679kb) LF10207 Black & white document for Pension Portfolio Customer Brochure (1124kb)
Smooth Managed Fund brochure (1347229696kb) LF01102 -
Aviva Pension Portfolio Trust Adviser Guide (668kb) LF10241 Black & white document for Aviva Pension Portfolio Trust Adviser Guide (679kb)
Aviva Platform phased drawdown options adviser guide (965kb) LF10260 -
MyAviva user guide for Aviva Platform customers (2720kb) EX03107 -
Client Guide to expression of wishes and pension portfolio trust (575kb) LF10239 Black & white document for Client Guide to expression of wishes and pension portfolio trust (360kb)
Investment Protfolio Client Brochure (1943981056kb) LF10206 Black & white document for Investment Protfolio Client Brochure (1318887424kb)
Smooth Managed Fund past performance sales aid (91kb) LF10245 -

Adviser applications

Title Reference Other versions
Aviva Platform suitability content (497kb) LF10226 -

Forms

Title Reference Other versions
3rd party direct debit form Investment/ISA Portfolio (535545856kb) LF50350 -
3rd party direct debit form Pension (536216576kb) LF50351 -
Fair Processing Notice - Aviva Platform ISA Portfolio and Investment Portfolio (101kb) GN01514 Black & white document for Fair Processing Notice - Aviva Platform ISA Portfolio and Investment Portfolio (101kb)
Fair Processing Notice - Aviva Platform - Pension Portfolio (83kb) GN01516 Black & white document for Fair Processing Notice - Aviva Platform - Pension Portfolio (82kb)
Certificate for the verification of identity (570520576kb) LF40039 -
Aviva Stock Transfer Form (139kb) AVIVA STOCK TRANSFER FORM -
Aviva Platform Pension Portfolio Discharge Form (532kb) LF01031 Black & white document for Aviva Platform Pension Portfolio Discharge Form (532kb)
Aviva Platform Product Portfolio Client Declaration Form (563kb) LF01069 Black & white document for Aviva Platform Product Portfolio Client Declaration Form (563kb)
Aviva Platform - Client data capture form to support an online application for ISA/Investment/ Pension Portfolios (736195584kb) LF01070 -
Aviva Platform Transfer in or re-registration form (non-Origo transfers only) (584kb) LF01071 -
Drawdown Client Declaration Form to be used for Pension Portfolio (559kb) LF01074 -
Aviva Platform - Cash Request or Regular Withdrawal Form (Trusts/Corporate only) (554021kb) LF01088 -
Aviva Platform - Product Portfolio Change of Adviser Charge Form (608898048kb) LF40054 -
Aviva Platform Bank Account verification (529385kb) LF40060 -
Investment Portfolio application for SIPP and group SSAS holders (205kb) LF40064 -
Corporation application form for Investment Portfolio (728kb) LF40065 -
Aviva Platform Individual Trustee application form (692kb) LF40069 -
Cheque remittance advice (567011328kb) LF60009 -
Crest transfer form (188kb) LF40072 -
Direct debit script for advisers (296751104kb) LF50341 -
Pension Portfolio - Death Benefit Expression of Wishes (582kb) LF40045 -
Small lump sum payment form (529kb) LF40048 -
Pension Portfolio Benefit Direction Form. Direction to not pay death benefits as a lump sum (510kb) LF40067 Black & white document for Pension Portfolio Benefit Direction Form. Direction to not pay death benefits as a lump sum (510kb)
Aviva Pension Portfolio Trust deed (614kb) LF40068 -

Client Support

Title Reference Other versions
Working out your lifetime allowance (134kb) LF50331 Black & white document for Working out your lifetime allowance (129kb)
Aviva Platform client report glossary (108466kb) LF50340 Black & white document for Aviva Platform client report glossary (105585kb)
Cash account providers and interest rate (83kb) LF01087 Black & white document for Cash account providers and interest rate (81kb)
Client guide to the Aviva Platform (954650kb) LF10203 Black & white document for Client guide to the Aviva Platform (758103kb)
Aviva Platform guide to structured products (728430kb) LF10204 Black & white document for Aviva Platform guide to structured products (606569kb)