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Literature Library

Savings & Investments

Please select the Savings & Investments product you would like to request literature about:

Assignment of Life Policy
Capital Investment Bond
Flexible Home Plan
Flexible Investment Bond
Flexible Options Bond
FOB - Property Fund Pack
House Purchase Savings Plan
Investing with Confidence

Investment Bond
Money Laundering
Real Estate Investment Trusts
Regular Savings Plan
Tax Facts
With-Profits Bond
Generic Literature

* Not all documents are available to order. Those that have the order option greyed out are only available online.

Assignment of Life Policy

Doc. Type	Title	Ref. no.	Audience	Order
	Deed of Assignment of Life Policy by Way of Gift Deed of assignment	12265	Client/Adviser

Capital Investment Bond

Doc. Type	Title	Ref. no.	Audience	Order
*Sorry there are no documents within this category

Flexible Home Plan

Doc. Type	Title	Ref. no.	Audience	Order
	Flexible Home Plan Increment Application form	10550	Client/Adviser
	Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser

Flexible Investment Bond

Doc. Type	Title	Ref. no.	Audience	Order
	FIB Surrender Form	15716	Adviser
	Flexible Investment Bond Key Features	15581	Adviser
	Important information about your Bond	49176	Adviser
	Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser
	Switching to and between unit-linked investment funds	45736	Adviser

Flexible Options Bond

Doc. Type	Title	Ref. no.	Audience	Order
	Flexible Options Bond Fund Charges Sheet Sales aid showing charges for funds available through the Flexible Options Bond	41622	Client
	Flexible Options Bond Policy Provisions Policy Provisions	41568PRE	Client
	FOB Key Features Key Features	44176	Client
	FOB Surrender form	49174	Adviser
	Important Information about your Bond	49177	Adviser
	Important note regarding surrender charges	49179	Adviser
	Important Notes for Application Forms	46718b	Adviser
	Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser
	Making changes to your Flexible Options Bond Form to be used by your clients wishing to make changes to their FOB eg make additional payments or arrange regular withdrawals	44735	Client
	Request to switch between funds	44179	Adviser

FOB - Property Fund Pack

Doc. Type	Title	Ref. no.	Audience	Order
*Sorry there are no documents within this category

House Purchase Savings Plan

Doc. Type	Title	Ref. no.	Audience	Order
	House Purchase Savings Plan Key Features Key Features	14451	Client/Adviser
	House Purchase Savings Plan Policy Provisions Policy Provisions	15491	Client/Adviser

Investing with Confidence

Doc. Type	Title	Ref. no.	Audience	Order
	Investing with Confidence	SW70001	Client/Adviser

Investment Bond

Doc. Type	Title	Ref. no.	Audience	Order
	Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser
	Investment Bond Increment Application Form	12850	Client/Adviser

Money Laundering

Doc. Type	Title	Ref. no.	Audience	Order
	Intermediary Introduction Certificate Intermediary Introduction Certificate - For UK resident private individuals.	10354	Client/Adviser

Real Estate Investment Trusts

Doc. Type	Title	Ref. no.	Audience	Order
*Sorry there are no documents within this category

Regular Savings Plan

Doc. Type	Title	Ref. no.	Audience	Order
	Anxiety, depression & mental illness questionnaire Supp. health questionnaire	SW10023	Adviser
	Armed Forces Questionnaire Supp.health questionnaire	SW10026	Adviser
	Asthma, bronchitis and other respiratory disorders questionnaire Supp. health questionnaire	SW10024	Adviser
	Diabetes questionnaire Supp. health questionnaire	SW10035	Adviser
	Diving questionnaire	SW10028	Adviser
	Epilepsy questionnaire Supp. health questionnaire	SW10036	Adviser
	Gynaecological complaints questionnaire Supp. health questionnaire	SW10031	Adviser
	Important notes for applications Important notes to be read before signing application forms.	46718a	Client/Adviser
	Motor racing questionnaire Supp. health questionnaire	SW10030	Adviser
	Mountaineering/caving questionnaire Supp. health questionnaire	SW10029	Adviser
	Regular Savings Plan Client Brochure A brochure which explains the key benefits and details of the Regular Savings Plan.	16079	Client
	Regular Savings Plan Key Features Document Key Features	14181	Client/Adviser
	Regular Savings Plan Policy Provisions Policy Provisions	15493PRE	Client
	Regular Savings Plan Underwriting Limits A document which details the underwriting requirements for Regular Savings Plan.	43014	Client/Adviser
	RSP Application Form Regular Savings Plan Application Form	14151	Client
	Sailing activities questionnaire Supp. health questionnaire	SW10037	Adviser

Tax Facts

Doc. Type	Title	Ref. no.	Audience	Order
	Tax Facts 2010/11 Guidance about Tax facts for 2010/11.	SW56316	Client/Adviser

With-Profits Bond

Doc. Type	Title	Ref. no.	Audience	Order
	Important information about your Bond	49178	Adviser
	Switching to and between unit-linked investment funds	45736	Adviser
	With-Profits Bond surrender form	49175	Adviser

Generic Literature

Doc. Type	Title	Ref. no.	Audience	Order
	Scottish Widows Letter of Authority Form	49033	Adviser

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Scottish Widows plc. Registered in Scotland No. 199549. Registered Office in the United Kingdom at 69 Morrison Street, Edinburgh EH3 8YF. Telephone: 0131 655 6000. Scottish Widows Unit Trust Managers Limited. Registered in England and Wales No. 1629925. Registered Office in the United Kingdom at Charlton Place, Andover, Hampshire SP10 1RE. Tel: 0845 300 2244.

Scottish Widows plc and Scottish Widows Unit Trust Managers Limited are authorised and regulated by the Financial Services Authority. Our FSA Register numbers are 191517 and 122129 respectively. You can check this on the FSA’s Register by visiting the FSA’s website www.fsa.gov.uk.