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Welcome to RL360's

dedicated financial adviser website

For financial advisers only

Not to be distributed to, or relied on by, retail clients

Example documents

One of the requirements of phase 2 of CoB in July 2019 is the introduction of Key Information Documents (KIDs). We are also updating our illustration system. See what the new documents will look like.

Regular Savings Plan (RSP) is the first RL360 product designed in the new post Conduct of Business world. We think you will be interested to see our new look RSP KID document and what an illustration output might look like.


Click on the links below to view a sample version.


Sample RSP Key Information Document (KID)

Sample RSP Illustration Output

Return to Adviser Transition landing page:


Adviser transition

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