Document library

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Your premium options
Why you need protection
Verification of PO Box address
Thyroid questionnaire
Switch/Redirect Request
Specimen Signature Form
Self certification (FATCA/CRS) - for a legal entity
Self certification (FATCA/CRS) - for individuals
IPME + Mortgage protection application form
Life and Critical illness insurance
International Protector Trust Guide Notes
International Protector Trust Deed
Hypertension questionnaire
Female life and critical illness guide
Federal Budget May 2017
Dual Authority
Diabetes questionnaire
Change of contact details
Business Protection Checklist
BlackRock Managed Index Portfolios
Best Doctor sales aid
Approved Medical Practitioners
Advantages of placing your policy in a Trust
A matter of life and death - key considerations for UAE expatriates
Reserve + policy conditions
Who is vital to the success of your business?
What is business protection?
US National Declarations
Trustee application form
Time apportionment relief
Time apportionment relief - case study
The benefits of staying invested
The advantages of offshore bonds for UK expatriates
Tax traps for existing policyholders becoming UK resident – things to watch out for
Surgical questionnaire
Specimen signature form
Source of Wealth Guidelines
Respiratory conditions questionnaire
Reserve + guide to dealing and settlement charges
Reserve + : The Ultimate Platform
Reserve + Product Guide
Reserve + Performance Guide
Reserve + Flexibility. Choice. Consolidation
Reserve + Corporate Application form
Reserve + Charging Structures
Reserve + Brochure
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 Higher allocation rates for top ups
Premier Advance Client Confirmation form
Portfolio bond dealing form
Portfolio Bond dealing instruction
Partnership and shareholder business protection
Optional Management Authority
Oil and Natural Gas questionnaire
Notice of Irrevocable Beneficiary Designation form
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
Life or Earlier Critical Illness Cover or Critical Illness Cover (Policy Conditions)
Life Cover or Life Cover and Total and Permanent Disability Benefit (Policy Conditions)
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 +) Covid-19
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
Inheritance tax: transferable nil rate bands factsheet
Hazardous sports questionnaire
HIV declaration and consent
Gynaecological questionnaire
General medical conditions questionnaire
Fund switch form
FPI Portal Overview
FPI Portal – Online Switching and Redirection User Guide
FPI Portal – Online Dealing User Guide
FPI Portal – Account Authorisation - Third Party
FPI Portal – Account Authorisation - Client
Exercising care when withdrawing money from offshore bonds
Equestrian activity questionnaire
Drug use questionnaire
Diving questionnaire
Discounted Gift Trust - Underwriting form
Direct Charge Authority
Digital signature acceptance - updated guidelines
Digestive system questionnaire
Dealing with your Customer Complaint
Cysts, growths, lumps or tumours questionnaire
Critical Illness statistics
Conduct of Business – Questions and answers
Comparison between Critical Illness Cover and Medical Insurance
Claims statistics: January 2017 to December 2019
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 as payee
Appointment of Investment Adviser
Appointment of Discretionary Manager
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