Document library
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Administrative Forms
- Accredited Investor Opt in Form
- Additional Lives Assured
- Assignment of Policy
- Automatic Exchange of Information (AEOI) - Individual Self-Certification
- Change of address/contact details
- Confirmation of residential address
- Data Protection - Interim Privacy Notice
- Fixed Term Deposit - Client Investment Declaration
- Loss / Non-Receipt of policy document
- Optional Management Authority
- Reinstatement form
- Request for Payment on Death
- Request for payment by withdrawal/surrender
- Specimen Signature Form
- The Protection Trust Deed
- Valuations and contract notes by email (brokers)
- Valuations and contract notes by email (client)
- Verification of ID and Address - Guidelines
Beneficiary Nominations
- Nomination of beneficiaries Form 1 - Trust Nomination
- Nomination of beneficiaries Form 2 - Revocation Of Trust Nomination
- Nomination of beneficiaries Form 3 - Appointment, or Revocation of appointment, of Trustee of Policy Moneys
- Nomination of beneficiaries Form 4 - Revocable nomination
- Nomination of beneficiaries Form 5 - Revocation of revocable nomination
- Nomination of beneficiaries Form 6 - Notice of Revocation
Declarations
Global Portfolio
- Accredited Investor Opt in Form
- Additional Lives Assured
- Additional single premium (top up) - Global Portfolio
- Assignment of Policy
- Confirmation of residential address
- Consent Form for Changing Bond from Collective to Personalised
- Consent Form for Changing Bond from Personalised to Collective
- Fixed Term Deposit - Client Investment Declaration
- Global Portfolio - Application Form
- Global Portfolio - Appointment of Investment Adviser
- Global Portfolio - Appointment of a Discretionary Manager
- Global Portfolio - Extended special offer - new customers only
- Global Portfolio Brochure
- Global Portfolio Charging Structures
- Global Portfolio Corporate Application Form
- Global Portfolio PayNow - Payment Guide
- Global Portfolio Pension Trustees Application Form
- Global Portfolio Product Summary - Collective
- Global Portfolio Product Summary - Personalised
- Payment Instruction Form - Singapore portfolio bonds only
- Portfolio Bond Dealing Instruction
- Request for payment by withdrawal/surrender
- Source of Wealth Form
- Trustee Application Form
- Verification of ID and Address - Guidelines
Global Wealth Advance
- Accredited Investor Opt in Form
- Additional single payment/Regular payment increase (All products except Global Portfolio)
- Confirmation of residential address
- Fund Switch/Redirection Request Form
- Global Wealth Advance - PayNow Payment Guide
- Global Wealth Advance - Enhanced allocation rates for existing customers
- Global Wealth Advance - Enhanced allocation rates for new customers
- Global Wealth Advance - Rewarding loyalty
- Global Wealth Advance Brochure
- Global Wealth Advance Loyalty Bonus
- Global Wealth Advance Product Summary
- Global Wealth Advance/Global Wealth Manager Application Form
- Optional Management Authority
- Payment Instruction Form - Singapore products
- Reinstatement form
- Request for payment by withdrawal/surrender
- Sales Aid - Unit Cost Averaging
- Singapore ILP sub-fund guide
- Source of Wealth Form
- Trustee Application Form
- Understanding the effect of charges
- Verification of ID and Address - Guidelines
Global Wealth Manager
- Accredited Investor Opt in Form
- Additional single payment/Regular payment increase (All products except Global Portfolio)
- Confirmation of residential address
- Fund Switch/Redirection Request Form
- Global Wealth Advance/Global Wealth Manager Application Form
- Global Wealth Manager - Extended special offer - existing customers only
- Global Wealth Manager - Extended special offer - new customers only
- Global Wealth Manager Brochure
- Global Wealth Manager PayNow - Payment Guide
- Global Wealth Manager Pension Trustees Application Form
- Global Wealth Manager Product summary
- Optional Management Authority
- Payment Instruction Form - Singapore products
- Request for payment by withdrawal/surrender
- Singapore ILP sub-fund guide
- Source of Wealth Form
- Trustee Application Form
- Verification of ID and Address - Guidelines
Guides
- A beginner’s guide to investing
- Dealing with your Customer Complaint
- FPI - A strong and trusted choice
- IFGL corporate brochure
- Infographic - Evaluating my health insurance coverage (To be read together with Your Guide to Health Insurance)
- Source of Wealth Form
- The Isle of Man - a world leader
- Verification of ID and Address - Guidelines
- What happens to my money?
Payment Increase Forms
Payment Instruction Forms
Portal Forms Guides
Special Offers
- Global Portfolio - Extended special offer - new customers only
- Global Wealth Advance - Enhanced allocation rates for existing customers
- Global Wealth Advance - Enhanced allocation rates for new customers
- Global Wealth Advance - Rewarding loyalty
- Global Wealth Manager - Extended special offer - existing customers only
- Global Wealth Manager - Extended special offer - new customers only