Literature library

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

Forms

TitleCode
IPB Application Form (Malta/Gib/Cyprus)INVF10248
IPB Top-Up Application FormIPBF10013
Funds Transfer Request FormGENM5175
Tax Residency Self-Certification FormINVF11804
Acceptance of Business CriteriaCode
Acceptance of Business CriteriaIPBB10252
Anti Money Laundering Requirements GuideIPBB10303
 Prohibited Countries ListINVS11280 

Sales Aids

TitleCode
PruFund Growth (Sterling) Fund Timeline sales aidPIIB647801
IPB - A potential solution for your QROPS’ needsIPBS656801
Prudent pair of hands IPB157601
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
PAC Euro With-Profits Fund  INVS10585 
PAC US Dollar With-Profits Fund INVS10021 
PAC Sterling With-Profits FundINVS10584 
IPB Fast FactsIPBB10032
PruFund Range of Funds: Guarantee Options IPBS10167 
Prudent Pair of HandsIPB157601
The PruFund Growth (Sterling) FundPIIB342103
PruFund range of Funds (UK/Non-UK)INVS11699
PruFund Annual ReturnsPRUF479302
WP Track RecordIPBB71707

Interactive Prufund Factsheets

Client Brochures

TitleCode
A Guide to IPBIPBB10044
IPB Funds GuideINVB5260
IPB Guide to Investing in the PruFund Range of FundsIPBB10046
Dynamic Portfolios Quarterly UpdateINVB11277

Key Features

TitleCode
IPB Key Features (Life Assured)IPBK10164
IPB Key Features (Capital Redemption)IPBK10165
IPB Key Features (top-up)IPBK10010
IPB Key Features (Capital Redemption Option – top-up payments)IPBK10011 

Servicing Forms

TitleCode
Change of AddressINVF10826
IPB Regular WithdrawalIPBF10037
IPB Full or Partial Cash-InIPBF10045
Anti Money Laundering Requirements GuideIPBB10303
Fund Switch Request FormIPBF10036 

Contract Conditions

TitleCode
Contract Conditions (Life Assured)IPBB6520
Contract Conditions (Capital Redemption)IPBB6529

Statement of Charges

TitleCode
Statement of Charges (Life Assured)IPBM10158
Statement of Charges (Capital Redemption)IPBM10160

IPB Reasons Why

TitleCode
IPB Key ReasonsIPB158405