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 Curtis Banks as part of a Pension Portfolio (407kb) LF10209 Black & white document for A guide to property purchase for the Aviva Commercial Property Investment provided by Curtis Banks as part of a Pension Portfolio (422kb)
Schedule of Fees for the Aviva Commercial Property Investment (CPI) provided by Curtis Banks as part of a Pension Portfolio - May 2019 (549kb) LF10210A -
Property form for the Aviva Commercial Property Investment (CPI) provided by Curtis Banks as part of a Pension Portfolio (975kb) LF10211 -
Schedule of Fees for the Aviva Commercial Property Investment (CPI) provided by Curtis Banks as part of a Pension Portfolio - October 2019 (566kb) LF10210 -
Key Features of the Aviva Commercial Property Investment (CPI) provided by Curtis Banks as part of a Pension Portfolio (697kb) LF20009 -
Changes to your Aviva Commercial Property Investment (CPI): A guide - We're changing the fees in your CPI (7065kb) LF10266 -
Application form for the Aviva Commercial Property Investment (CPI) provided by Curtis Banks as part of a Pension Portfolio (761kb) LF40057 -
Terms and Conditions of the Aviva Commercial Property Investment (CPI) provided by Curtis Banks as part of a Pension Portfolio (414kb) LF30021 -
Curtis Banks property disposal guide (989kb) LF10265 Black & white document for Curtis Banks property disposal guide (993kb)
Panel of Surveyors for Aviva Commercial Property Investment provided by Curtis Banks as part of a Pension Portfolio (1608kb) LF10264 -
Panel of Solicitors for the Aviva Commercial Property Investment provided by Curtis Banks as part of a Pension Portfolio (1710kb) LF10212 -

Guides to the Aviva Platform

Title Reference Other versions
Platform user guide (12580kb) LF50360 -
Adviser guide to Aviva Platform client report (4264kb) LF50342 -
Adviser charging on the platform (800kb) LF10253 -

Investments

Title Reference Other versions
Aviva Platform investment proposition (135kb) LF10202 Black & white document for Aviva Platform investment proposition (129kb)
SEI goals-based investing on the Aviva Platform (105kb) LF10223 Black & white document for SEI goals-based investing on the Aviva Platform (101kb)
Annual Top 5 Execution Venue Report of Aviva Wrap UK Ltd 2017 (300kb) LF01107 -
Annual Top 5 Execution Venue Report of Aviva Wrap UK Ltd 2018 (111kb) LF01118 -
Aviva Select Funds Overview (146kb) LF10246 Black & white document for Aviva Select Funds Overview (143kb)
Aviva Select Funds Adviser guide (151kb) LF10183 Black & white document for Aviva Select Funds Adviser guide (148kb)
Aviva Platform Governed Portfolios managed by Morningstar (1067kb) LF10201 Black & white document for Aviva Platform Governed Portfolios managed by Morningstar (774kb)

Key Features

Title Reference Other versions
Key Features of the Investment Portfolio for corporate and corporate trustee investors (387kb) LF01111 Black & white document for Key Features of the Investment Portfolio for corporate and corporate trustee investors (384kb)
Key Features of the Investment Portfolio (228kb) LF01066 Black & white document for Key Features of the Investment Portfolio (225kb)
Key Features of ISA Portfolio (307kb) LF01067 -
Key Features of the Pension Portfolio (387kb) LF01068 Black & white document for Key Features of the Pension Portfolio (384kb)

Terms & Conditions

Title Reference Other versions
Conflicts of interest policy (102kb) GN63045 -
Order execution policy (158kb) GN61005 Black & white document for Order execution policy (155kb)
Investment Portfolio Terms and Conditions for Corporate and Trustee Investors (266kb) LF01110 Black & white document for Investment Portfolio Terms and Conditions for Corporate and Trustee Investors (263kb)
Investment Portfolio Terms and Conditions (217kb) LF01062 Black & white document for Investment Portfolio Terms and Conditions (229kb)
ISA Portfolio Terms and Conditions (273kb) LF01063 Black & white document for ISA Portfolio Terms and Conditions (269kb)
Pension Portfolio Terms and Conditions (281kb) LF01064 Black & white document for Pension Portfolio Terms and Conditions (278kb)

Smooth Managed Fund sales aid

Title Reference Other versions
Smooth Managed sales aid (110kb) LF10245 Black & white document for Smooth Managed sales aid (104kb)

Due Diligence Toolkit

Title Reference Other versions
Due Diligence toolkit (867kb) LF01075 Black & white document for Due Diligence toolkit (679kb)

Adviser and Client Brochures

Title Reference Other versions
Smooth Managed Fund client brochure (481kb) LF01102 Black & white document for Smooth Managed Fund client brochure (431kb)
ISA Portfolio Client Brochure (2006kb) LF10205 Black & white document for ISA Portfolio Client Brochure (1162kb)
Aviva Platform guide to Pension Portfolio transfers using Origo's Options Transfers service (3979kb) LF10249 -
Aviva Platform guide to ISA Portfolio and Investment Portfolio transfers using Origo's Options Transfers service (5469kb) LF10250 -
Pension Portfolio income drawdown adviser guide (562kb) LF10219 -
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)
Aviva Pension Portfolio Trust Adviser Guide (667kb) LF10241 Black & white document for Aviva Pension Portfolio Trust Adviser Guide (685kb)
Aviva Platform Exchange-Traded Instruments important information (87kb) LF01122 Black & white document for Aviva Platform Exchange-Traded Instruments important information (84kb)
Aviva Platform phased drawdown options adviser guide (2484kb) LF10260 -
Smooth Managed sales aid (110kb) LF10245 Black & white document for Smooth Managed sales aid (104kb)
MyAviva user guide for Aviva Platform customers (2305kb) EX03107 -
Pension portfolio client brochure (1629kb) LF10207 Black & white document for Pension portfolio client brochure (1100kb)
Investment portfolio client brochure (1873kb) LF10206 Black & white document for Investment portfolio client brochure (1242kb)
Managed Portfolio Service client guide (94kb) LF10208 Black & white document for Managed Portfolio Service client guide (91kb)

Adviser support

Title Reference Other versions
Aviva Platform suitability content (711kb) LF10226 -
2019/2020 Tax table (161kb) LF01115 Black & white document for 2019/2020 Tax table (111kb)

Forms

Title Reference Other versions
3rd party direct debit form Investment/ISA Portfolio (535545856kb) LF50350 -
3rd party direct debit form Pension Portfolio (511kb) LF50351 -
Non-Origo pension transfer declaration wording (361kb) LF01117 -
Fair Processing Notice - Aviva Platform - Pension Portfolio (92kb) GN01516 Black & white document for Fair Processing Notice - Aviva Platform - Pension Portfolio (89kb)
Aviva Stock Transfer Form (139kb) AVIVA STOCK TRANSFER FORM -
Aviva Platform Pension Portfolio Discharge Form (521kb) LF01031 Black & white document for Aviva Platform Pension Portfolio Discharge Form (521kb)
Aviva Platform Product Portfolio Client Declaration Form (567kb) LF01069 Black & white document for Aviva Platform Product Portfolio Client Declaration Form (567kb)
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) Investment and ISA Portfolio (564kb) LF01071 -
Drawdown Client Declaration Form to be used for Pension Portfolio (559kb) LF01074 -
Aviva Platform - Cash Request or Regular Withdrawal Form (Trusts/Corporate only) (524kb) LF01088 -
Aviva Platform - Product Portfolio Change of Adviser Charge Form (561kb) LF40054 -
Certificate for the verification of identity (corporate) (116kb) GN01780 Black & white document for Certificate for the verification of identity (corporate) (113kb)
Investment Portfolio application for SIPP and SSAS holders (692kb) LF40064 -
Corporation or charity application form for Investment Portfolio (719kb) LF40065 -
Aviva Platform Individual Trustee application form (694kb) LF40069 -
Cheque remittance advice (533kb) LF60009 -
Crest transfer form (188kb) LF40072 -
Direct debit script for advisers (214kb) LF50341 -
Pension Portfolio - Death Benefit Expression of Wishes (569kb) LF40045 -
Small lump sum payment form (529kb) LF40048 -
Pension Portfolio Benefit Direction Form. Direction to not pay death benefits as a lump sum (522kb) LF40067 Black & white document for Pension Portfolio Benefit Direction Form. Direction to not pay death benefits as a lump sum (522kb)
Aviva Pension Portfolio Trust deed (171kb) LF40068 -
Aviva Platform Bank Account verification (74kb) LF40060 Black & white document for Aviva Platform Bank Account verification (72kb)
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)

Client Support

Title Reference Other versions
Working out your lifetime allowance (191kb) LF50331 Black & white document for Working out your lifetime allowance (150kb)
Cash account providers and interest rate (69kb) LF01087 Black & white document for Cash account providers and interest rate (67kb)
Aviva Platform client report glossary (90kb) LF50340 Black & white document for Aviva Platform client report glossary (87kb)
Client guide to the Aviva Platform (606kb) LF10203 Black & white document for Client guide to the Aviva Platform (484kb)
Aviva Platform guide to structured products (539kb) LF10204 Black & white document for Aviva Platform guide to structured products (456kb)