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For Professional Advisers only

Products closed to new business

Some of your clients may still be paying into accounts no longer available to new business.

If you or your clients wish to make changes to an existing policy, the table and documents below will enable you to see what options you have. Get in touch – contact your Advance Account Manager or you can call us on 0370 242 5597.

Plan enquiry
Account
Additional Payments
Switch Funds
Stop/Start Withdrawals
Re-registration to another platform
Sterling Investment Account
Additional Payments: Yes

Use Application Form or client can write in quoting policy number, enclosing a cheque and investment instructions
Switch Funds: Yes
Stop/Start Withdrawals: Yes
Re-registration to another platform: Yes

Whole Accounts only. Once re-registered will close and any death benefit will cease.
Sterling ISA
Additional Payments: Yes

Use Application Form or client can write in quoting policy number, enclosing a cheque and investment instructions
Switch Funds: Yes
Stop/Start Withdrawals: Yes
Re-registration to another platform: Yes

Document library

Wealth products closed to new business

Forms

Confirmation of verification of identity certificate
Investment account full encashment or partial withdrawal request form
Origin of wealth questionnaire
Source of investment
Sterling fund switch form for ISA and Investment Account
Confirmation of verification of identity certificate - Corporate and other non-individual entity
Sterling Investment Account application form
Sterling Investment Account request for regular withdrawals
Sterling ISA Additional Permitted Subscription Application Form
Sterling ISA Application Form
Sterling ISA Cash-in Form
Sterling ISA Declaration
Sterling ISA request for regular withdrawals
Sterling ISA transfer authority (to existing accounts)
Stock Transfer form and completion notes

Fund information and guides

Sterling Funds guide
Sterling Tax Guide
Your privacy is important to us - Data Protection (Sterling)
Sterling ISA and Investment Account Charges Summary

Key features and Terms and Conditions

Terms and conditions (for accounts opened after 28 April 2011)
Terms and Conditions (for accounts opened on or before 28 April 2011)
Minimum Return Life Cover Plan (Terms and Conditions)
Terms of Business
New agency application form

Protected Profit Funds

Reassuringly prepared - Tracker Protected Profits fund for the Sterling ISA and Investment Account
Reassuringly prepared - Multimanager Protected Profits fund for the Sterling ISA and Investment Account
Reassuringly prepared - Threadneedle Protected Profits fund* for the Sterling ISA and Investment Account
Reassuringly prepared - Protected Profits funds for Sterling ISA and Investment Account Q&A

General

Sterling International Tax Compliance FAQ leaflet
International Tax Compliance self-certification for an individual
International Tax Compliance self-certification for an entity

Helpful tools and information

A guide to Sterling Panel Funds.

Download guide

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Sterling Panel fund fact sheets

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Wider market fund fact sheets

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Combined Sterling and wider market fund fact sheets

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TAX WRAPPERS

Choose from a comprehensive range to meet your clients’ needs.
 

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PROTECTING YOUR CLIENTS’ PORTFOLIO

The addition of Accidental Death Cover, provided by Zurich Assurance Limited, could help give your clients added peace of mind.

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TRUSTS

As the UK demographic changes, a greater proportion of private wealth is held by those clients approaching or at retirement.

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PLATFORM UPDATES

From launching new products to making changes to support you through the most recent regulatory change.

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OUR PLATFORM TOOLS

Access to a range of independent tools from EValue and Financial Express.
 

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