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New signatureless process for onshore bonds

Given the current challenges for you and your clients, we’ve implemented a new, ‘paperless’ process for the following onshore bond requests:

  • New business
  • Top-ups
  • Regular, full and partial withdrawals

The introduction of a new, signatureless declaration removes the need for you to obtain a ‘wet’ signature from your clients. All you have to do is complete the relevant declaration to confirm you have your client’s authority (in line with the points laid out in the declaration) to submit the application on their behalf.

Declarations

New business declaration

Top-up declaration

Regular, full & partial withdrawal declaration

Editable forms

Prudential Investment Plan application form

Prudential Investment Plan top-up application form

Confirmation of Verification of Identity

IMPORTANT NOTE: Completed declarations should be sent via Pru secure email to contact.us@prudential.co.uk, and, where applicable, the monies to us electronically.

If you’re doing this for the first time – you’ll need to go through a simple registration process. You can register for Pru secure email here.

How the new process will work

Here’s a list of the onshore bond products in scope for the new signatureless process.

Bonds Open to New Business

  • Prudential Investment Plan (post RDR Version)

Bonds Open to Top-Ups

  • Prudential Investment Plan (post RDR Version)
  • Prudence Bonds
  • Prudence Distribution Bonds
  • Prudence Managed Investment Bonds
  • Flexible Investment Plans
  • Prudential Investment Plan (Pre RDR Version)

The table below sets out the process and any relevant further information for each type of application (online and offline).

Type Of Application Process Further Requirements

Applications submitted ONLINE

  • Standard terms
  • PIP
  • Below £500k
  • Own life
Make sure that any additional anti-money laundering requirements are emailed to us too. 

Applications submitted  OFFLINE 

  • Non-standard terms
  • PIP (above or below £500k)

All documents signed:

Application not signed:

Make sure that any additional anti-money laundering requirements are emailed to us too. 
Top-up applications


All documents signed:

Application not signed:

Make sure that any additional anti-money laundering requirements are emailed to us too. 
Life of another cases (submitted OFFLINE)

All documents signed:

Application not signed:

Make sure that any additional anti-money laundering requirements are emailed to us too.

Signatureless declaration must be appropriate to who is applying.

If the company investment is a single director, a witness signature is required and we cannot accept this as a signatureless declaration.

Company/corporate investment cases
(submitted OFFLINE)
Trust cases
(submitted OFFLINE)

All documents signed:

Trust deed signed, but application not signed:

Make sure that any additional anti-money laundering requirements are emailed to us too.

If a trust deed is not signed we cannot accept this as a signatureless declaratio

Power of Attorney cases (submitted OFFLINE)

All documents signed:

POA signed, but application not signed:

Make sure that any additional anti-money laundering requirements are emailed to us too.

Signatureless declaration must be appropriate to who is applying.

POA needs to be certified by relevant body.

Regular, full and partial withdrawals

Type Of Request Process

Regular withdrawals – new and change existing – (OFFLINE only)

  • Single/ joint, including trusts, named policy
  • Minimum payment £50

All documents signed:

Request not signed:

  • All scanned requests submitted securely (via Pru secure email site) to mailbox; send form, client ID & declaration to contact.us@prudential.co.uk

Full and partial withdrawals – (submitted ONLINE)

  • Prudential Investment Plan
  • Single/ Joint named policy, trust excluded
  • Withdrawal value up to £250k
Submit online Here

Full and partial withdrawals – (submitted OFFLINE)

  • All onshore bonds 
  • Single/ joint, including Trust, named policies
  • Any value (£) of request
All scanned requests submitted securely (via Pru secure email site) to mailbox; send form, client ID & declaration to contact.us@prudential.co.uk

Fund switches

Type Of Request Process

Fund switches (Submitted ONLINE)

Prudential Investment Plans  & Flexible Investment Plans only

Fund switches – (OFFLINE)
  • Complete relevant switch form on behalf of your client:
    • Prudential Investment Plan, Flexible Investment Plan, Prudence Prospects Bond, Prudence Bond or Prudence Managed Investment Bond/Prudence Managed Bond request form
    • Prufund Investment Plan (Mark 1) request form
    • Prufund Investment Plan (Mark 2 & 3) request form
  • Complete adviser declaration form
  • Send completed adviser declaration and fund switch form via Pru secure email to contact.us@prudential.co.uk

How to send your signatureless declarations to us

Please send the completed declarations via Pru secure email to contact.us@prudential.co.uk, and, where applicable, the monies to us electronically.

If you’re doing this for the first time – you’ll need to go through a simple registration process. You can register for secure email here.

If you’ve completed a paper application, this along with any other requirements should also be emailed to us in the same way.  

Confirmation of bank account details can be found here:

HSBC BANK

BACS/TT transfers:

  • Sort code: 40 02 50
  • Account number: 51015419
  • Account name: Prudential Assurance company

Reference Required:  the owners title initials and surname. It should originate from the owners account.

If it is a building society account or adviser/solicitor client account, the reference should be mentioned.

If you need any help with this, please contact your Prudential Account Manager.

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.