Investment Bond | Literature | Phoenix Wealth | Phoenix Wealth

Investment Bond literature

Here's where you can find useful information on our Investment Bond.

Investment Bond

Investment Bond

New business
Updated
Additional investment form
11/02/2019
Adviser charges payment request form
17/12/2018
Calculating and reporting IHT periodic charges
22/03/2018
Key features
22/03/2018
Policy provisions
22/03/2018
Self Certification for entities
22/03/2018
Self Certification for individuals
22/03/2018
Self-Certification guidance notes (for Entities)
22/03/2018
Source of wealth questionnaire
13/12/2021
Sales aids and guides
Updated
Your guide to the Investment Bond
17/11/2020
Servicing forms
Updated
Drip feeding form
17/12/2018
Full Bond surrender
22/03/2018
One off withdrawal form (Differentiated)
22/03/2018
One off withdrawal form (Simplified)
22/03/2018
Portfolio rebalancing form
22/03/2018
Regular withdrawal form (Differentiated)
22/03/2018
Regular withdrawal form (Simplified)
22/03/2018
Switch request form
29/06/2021
Bare Discounted Gift Trust
Updated
Deed of appointment of additional trustees bare
18/10/2021
Bare Gift Trust
Updated
Deed of appointment of additional trustees bare
18/10/2021
Trust deed bare
22/03/2018
Bare Loan Trust
Updated
Deed of appointment of additional trustees bare
18/10/2021
Draft legacy wording
22/03/2018
Receipt of payment
22/03/2018
Request to trustees for loan repayment
22/03/2018
Discretionary Discounted Gift Trust
Updated
Deed of appointment of additional trustees discretionary
22/03/2018
Discretionary Gift Trust
Updated
Deed of appointment of additional trustees discretionary
22/03/2018
Trust deed discretionary
22/03/2018
Discretionary Loan Trust
Updated
Deed of appointment of additional trustees discretionary
22/03/2018
Draft legacy wording
22/03/2018
Receipt of payment
22/03/2018
Request to trustees for loan repayment
22/03/2018