Literature library

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

Forms

Title Code
IPB Top-Up Application Form IPBF10013
IPB Application Form  INVF10248
Funds Transfer Request Form GENM5175
Declaration of Beneficial Ownership Form  INVF11577
Regular Withdrawals Form  INVF10824
DAM Nomination Form  DPBF10048
Tax Residency Self-Certification Form INVF11804
Acceptance of Business Criteria Code
Acceptance of Business Criteria IPBB10252
Prohibited Countries List INVS11280
Declarations Code
Declaration of Residence Form  INVF10979
Trust Declaration Form IHTF6362
Bare Trust for Settlor INVM11307
Anti Money Laundering Requirements Guide IPBB10303

Sales Aids

Title Code
PruFund Annual Returns PRUF479302
IPB - A potential solution for your QROPS' needs IPBS656801
2018 Bonus Rates  GENM6349
IPB Expected Growth Rates IPBB10136
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 US Dollar With-Profits Fund  INVS10021
PAC Sterling With-Profits Fund  INVS10584
PAC Euro With-Profits Fund  INVS10585 
IPB Fast Facts IPBB10032
Service Charter  INTN10028
PruFund Range of Funds: Guarantee Options  IPBS10167
The Bare Trust for Settlor in action INVS121502
Prudent Pair of Hands IPB157601
WP Track Record IPBB71707
PruFund range of Funds (UK/Non-UK) INVS11699

Client Brochures

Title Code
IPB Funds Guide INVB5260
IPB Guide to Investing in the PruFund Range of Funds IPBB10046
Dynamic Portfolios Quarterly Review INVB11277
IPB Client Guide IPBB10044

Key Features

Title Code
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
Isle of Man Supplement PIIBF10014

Servicing Forms

Title Code
Change of Address INVF10826
IPB Regular Withdrawal IPBF10037
IPB Full or Partial Cash-In IPBF10045
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
Portfolio Account Top-up Application Form DPBF10002
Portfolio Account Fund Switch Request Form  INVF10823 
Portfolio Account Fund Adviser Appointment Form  DPBF10012

Statement of Charges

Title Code
IPB Statement of Charges (Life Assured) IPBM10158
IPB Statement of Charges (Capital Redemption) IPBM10160

Contract Conditions

Title Code
IPB Contract Conditions (Life Assured) IPBB6520
IPB Contract Conditions (Capital Redemption) IPBB6529