Document library

Download all our latest literature here.

Why you need protection
Verification of PO Box address
Switch/Redirect Request
Self certification (FATCA/CRS) - for a legal entity
Self certification (FATCA/CRS) - for individuals
Pension trustee application form
Online account authorisation
NRIs – Access the world of opportunities with Reserve
Mortgage protection application form
Life and Critical illness insurance
International Protector Middle East (IPME) timeline
International Protector Trust Guide Notes
International Protector Trust Deed
Interim Privacy Notice
Indian Retirement planning guide
Indian Property investment guide
Indian Education guide
Funding an Indian wedding
Female life and critical illness guide
Federal Budget May 2017
Dual Authority
Addendum to application forms – IOMFSA Conduct of Business
Change of contact details
Business Protection Checklist
BlackRock Managed Index Portfolios
Best Doctor sales aid
Are you financially prepared for your retirement ?
Approved Medical Practitioners
Advantages of placing your policy in a Trust
A matter of life and death - key considerations for UAE expatriates
Who is vital to the success of your business?
What is business protection?
US National Declarations
Trustee application form
Summit product guide
Summit brochure
Summit application form
Specimen signature form
Source of Wealth Guidelines
Respiratory conditions questionnaire
Reserve – the ultimate investment platform for NRIs
Reserve guide to dealing and settlement charges
Reserve - The Ultimate Platform
Reserve Product Guide
Reserve Corporate Application form
Reserve Charging Structures
Reserve Brochure
Reserve Asset Exchange Form
Reserve Application form
Request for payment by withdrawal or surrender
Request for Payment on Death
Regular Premium Increase
Reasons you should consider investing in the Isle of Man
Premier Advance product guide
Premier Advance brochure
Premier Advance Trustee application form
Premier Advance Rewarding Investment – Allocation Rates
Premier Advance Client Confirmation form
Premier Advance Application form
Portfolio bond dealing form
Portfolio Bond dealing instruction
Partnership and shareholder business protection
Optional Management Authority
Oil and Natural Gas questionnaire
NRI Critical Illness UAE
Monthly fund prices leaflet (Isle of Man)
Military Services questionnaire
Men’s health and wellbeing guide
Malta trust business – Optional Management Authority
Malta trust business – Appointment of investment adviser or discretionary asset manager and custodian
Key person and sole proprietor business protection
Key person adviser worksheet
Key person Action Plan
International Protector Middle East Underwriting Guide
International Protector Middle East (IPME) Product Guide
International Protector Middle East (IPME) Guide to Critical Illness
International Protector Middle East (IPME) – Claims Statistics
International Protector Middle East (IPME) Brochure
International Protector Middle East (IPME) Application Form
International Protector Middle East Budget Planner
Insuring your life – Buy Term and invest the rest
Indian fund guide - Helping you to achieve your financial goals
Hazardous sports questionnaire
HIV declaration and consent
Gynaecological questionnaire
Fund switch form
FPI Portal – Online Dealing User Guide
Drug use questionnaire
Diving questionnaire
Discounted Gift Trust - Underwriting form
Direct Charge Authority
Digestive system questionnaire
Dealing with your Customer Complaint
Cysts, growths, lumps or tumours questionnaire
Critical Illness statistics
Conduct of Business – Questions and answers
Business financial underwriting questionnaire
Build diversification into your portfolio
Banker's Standing Order
Bank Instruction Letter - Life Products
Back and neck pain questionnaire
Aviation questionnaire
Assignment of a Life Policy
Arthritis and joint pain questionnaire
Appointment of third party payee as payee
Application to restart a policy
Anxiety, stress and depression questionnaire
Additional single premium – Unit linked products
Additional single premium – Open architecture products
Additional Lives Assured
Accidental Death Benefit Cover and Advance Claim Payment
Access medical reports consent (UK)
A policyholder's guide to taxation in India
2019 – New Year resolutions