Literature library

In this section you will find details of the literature available to you and your clients.  

Forms

TitleCode
IPB Top-Up Application FormIPBF10013
IPB Application Form INVF10248 
Portfolio Account Application FormDPBF10000
Portfolio Account Top-up Application FormDPBF10002
Funds Transfer Request FormGENM5175
Declaration of Beneficial Ownership Form INVF11577 
Regular Withdrawal Request Form INVF10824 
Portfolio Account Fund Switch Request Form INVF10823 
Portfolio Account Fund Adviser Appointment Form DPBF10012 
DAM Nomination Form DPBF10048 
Tax Residency Self-Certification FormINVF11804 
Acceptance of Business CriteriaCode
Acceptance of Business CriteriaIPBB10252
 Prohibited Countries List INVS11280
DeclarationsCode
Declaration of Residence Form INVF10979 
Trust Declaration FormIHTF6362
Bare Trust for SettlorINVM11307
Anti Money Laundering Requirements Guide IPBB10303

Sales Aids

TitleCode
PruFund Growth (Sterling) Fund Timeline sales aidPIIB647801
IPB - A potential solution for your QROPS' needsIPBS656801
2017 Bonus Rates GENM6349 
IPB Expected Growth RatesIPBB10136
PruFund Growth (Euro)INVF10936
PruFund Growth (Sterling)INVF10935
PruFund Growth (USD)INVF10937
PruFund Cautious and Protected Cautious (Euro)INVF11117
PruFund Cautious and Protected Cautious (Sterling)INVF11118
PruFund Cautious and Protected Cautious (USD)INVF11119
Charging options matrix Portfolio AccountINVP10709
PAC US Dollar With-Profits Fund INVS10021 
PAC Sterling With-Profits Fund INVS10584 
PAC Euro With-Profits Fund INVS10585 
IPB Fast FactsIPBB10032
Portfolio Account Fast Facts IPPS10026 
Portfolio Account Matrix INVP10709 
What can Prudential International bring to QROPS?IPBS10192
Why Prudential International?IPBS10212
Service CharterINTN10028
PruFund Range of Funds: Guarantee Options IPBS10167 
The Bare trust for Settlor in actionINVS121502
Prudent Pair of HandsIPB157601
The PruFund Growth (Sterling) FundPIIB342103
PruFund range of Funds (UK/Non-UK)INVS11699
PruFund Annual ReturnsPRUF479302
WP Track RecordIPBB71707

Client Brochures

TitleCode
A Guide to IPBIPBB10044
A Guide to the Portfolio AccountDPBB10005
IPB Funds GuideINVB5260
IPB Guide to Investing in the PruFund Range of FundsIPBB10046
Dynamic Portfolios Quarterly ReviewINVB11277

Key Features

TitleCode
IPB Key Features (Life Assured)IPBK10164
IPB Key Features (Capital Redemption)IPBK10165
IPB Top-Up Key Features (Life Assured)IPBK10010
IPB Top-Up Key Features (Capital Redemption) IPBK10011 
Portfolio Account Key FeaturesDPBK10003
Portfolio Account Key Features (Capital Redemption)DPBK10004
Guernsey SupplementPIIBF10015

Servicing Forms

TitleCode
Change of AddressINVF10826
IPB Regular WithdrawalIPBF10037
IPB Full or Partial Cash-InIPBF10045
Adviser Guide to Commission GENM5125 
Portfolio Account Full or Partial Cash-In Form GENM5243 
Anti Money Laundering Requirements Guide  IPBB10303 
Fund Switch Request Form IPBF10036 

Statement of Charges

TitleCode
IPB Statement of Charges (Life Assured)IPBM10158
IPB Statement of Charges (Capital Redemption)IPBM10160
Portfolio Account Statement of Charges (Life Assured) GENM11514 
Portfolio Account Statement of Charges (Capital Redemption) GENM11512 

Contract Conditions

TitleCode
IPB Contract Conditions (Life Assured)IPBB6520
IPB Contract Conditions (Capital Redemption)IPBB6529
Portfolio Account Contract Conditions (Life Assured) GENM11513 
Portfolio Account Contract Conditions (Capital Redemption) GENM11511 

IPB Reasons Why

TitleCode
IPB Key ReasonsIPB158405