Regular Savings Plan downloads
Life Assurance
Core literature
- Regular Savings Plan Life Assurance Product Guide
- Regular Savings Plan Life Assurance Terms and Conditions (Sample)
- Savings and Investments Fund Guide
Funds
- Fund Switch Instruction
- Model Portfolio Solutions Fund Guide
- Regular Savings Plan Fund Performance Bulletin
Sales Aids
- Choosing the right savings plan
- Dollar Cost Averaging
- Everything you need to know
- Extra allocation up to 102%
- How financially prepared are you for retirement? (Middle East)
- Inflation - What does it mean for your investments long-term?
- Loyalty Bonus
- NRI Plan for your childs wedding
- NRI Retirement Planning
- Power of 3 (EUR) - interactive
- Power of 3 (USD) - interactive
- Retirement Planning
- The Unit Booster
- Top up with the power of 3
- University fees
- Why choose Regular Savings Plan? - GBP
- Why choose Regular Savings Plan? - USD
Apply
- Regular Savings Plan Additional Payment Company and Individual Trustee Form
- Regular Savings Plan Additional Payment Corporate Trustee Form
- Regular Savings Plan Additional Payment Individual Form
- Regular Savings Plan Life Assurance Application
- Regular Savings Plan Life Assurance Company & Individual Trustee Application
- Regular Savings Plan Life Assurance Corporate Trustee Application
FORMS
- Confirmation of residential address
- Financial Adviser Fee Form
- Investment adviser appointment - RP
- Source of wealth form
Illustrations
Capital Redemption
Core literature
- Regular Savings Plan Capital Redemption Product Guide
- Regular Savings Plan Capital Redemption Terms and Conditions (Sample)
- Savings and Investments Fund Guide
Funds
- Fund Switch Instruction
- Model Portfolio Solutions Fund Guide
- Regular Savings Plan Fund Performance Bulletin
Sales Aids
- Choosing the right savings plan
- Death of the plan owner during the payment term
- Dollar Cost Averaging
- Everything you need to know
- Extra allocation up to 102%
- Inflation - What does it mean for your investments long-term?
- Loyalty Bonus
- NRI Plan for your childs wedding
- NRI Retirement Planning
- Power of 3 (EUR) - interactive
- Power of 3 (USD) - interactive
- Retirement Planning
- The Unit Booster
- Top up with the power of 3
- University fees
- Why choose Regular Savings Plan? - GBP
- Why choose Regular Savings Plan? - USD
Apply
- Regular Savings Plan Additional Payment Company and Individual Trustee Form
- Regular Savings Plan Additional Payment Corporate Trustee Form
- Regular Savings Plan Additional Payment Individual Form
- Regular Savings Plan Capital Redemption Application
- Regular Savings Plan Capital Redemption Company & Individual Trustee Application
- Regular Savings Plan Capital Redemption Corporate Trustee Application
FORMS
- Confirmation of residential address
- Financial Adviser Fee Form
- Investment adviser appointment - RP
- Source of wealth form