Document library
Download all our latest literature here.
- Appointment of discretionary fund manager and custodian
- Appointment of investment adviser
- Appointment of third party as beneficiary/payee
- Asset exchange scheme
- Assignment of a life policy
- Bank instruction letter
- Bankers standing order
- Credit card charge authorisation
- Dealing instruction
- Direct debit authorisation
- FPI - A strong and trusted choice
- FPI Portal - Online Switching and Redirection User Guide
- FPI Portal Overview
- Optional management authority and alterations
- Premium top-up
- Premium top-up (portfolio bond)
- Request for personal particulars change/online service account registration
- Request for premium/policy contribution change
- Request for specimen signature change
- Request for withdrawal/surrender payment
- Source of Funds Procedures
- Source of Wealth Form
- Supplementary statement for application form
- Switch/Redirection instruction
- The Isle of Man - a world leader