Literature library

Estate planning adviser guide

IHTB10026 - A form to help you discuss potential estate planning needs with your clients.

Prudential Onshore Portfolio Bond - Absolute Gift Trust Deed

POPB100015010 - POPB100015010 - Complete this form if your client wishes to choose the Absolute Gift Trust option.

The SIFA Professional Handbook of Trustee Investment

PRUAG02068 - The 8th edition written by our technical team.

Declaration of residence outside Ireland

IHTF10043 - Complete this declaration to confirm your non-residence status outside the Republic of Ireland.

Discounted Gift Trust - Absolute Trust declaration form

INVF11284 - Complete this form to notify a declaration of trust.

Discounted Gift Trust Declaration of Health - Prudential Onshore Portfolio Bond (POPB)

INVM11831 - Complete this form so we can assess your clients health and obtain a General Practitioners report.

Discounted Gift Trust Deed (Discretionary Trust Declaration form)

INVF11285 - Complete this form to notify a declaration of trust.

Discounted Gift Trust Tele Interview Form: To be completed where the settlor is under the age of 80

INVM160501 - Complete this form to allow you to go through the application process for the Discounted Gift Trust over the telephone.

Discounted Gift Trust declaration of health onshore

INVM10978 - Complete this form for a General Practitioners report to be obtained to assess your health.

Draft Deed of Assignment to Beneficiaries - Onshore

INVM11064 - Complete this form if you wish to assign a policy to a beneficiary. This form is designed to be used with our Onshore Investments written under an absolute or discretionary Trust.

Prudential Onshore Portfolio Bond - Absolute Gift Trust Deed

POPB100015010 - POPB100015010 - Complete this form if your client wishes to choose the Absolute Gift Trust option.

A guide to the Discounted Gift Trust

IHTB10039 - A guide to help you and your client understand more about our Discounted Gift Trust and inheritance tax.

The SIFA Professional Handbook of Trustee Investment

PRUAG02068 - The 8th edition written by our technical team.

A quick guide to trusts from Prudential and Prudential International - Trusts for Inheritance Tax Planning

IHTS10092 - A guide for you and your client to help you explore the Prudential trusts and the options available.

Counsel's opinion on the Discounted Gift Trust - Discretionary Version

IHTM10044 - This document sets out the Counsel's instructions submitted to the QC and the Counsel's opinion subsequently received.

Discounted Gift Trust - Tele-underwriting

A guide to help you through the stages involved in setting up a Discounted Gift Trust.

Estate planning questionnaire

INTP10139 - A form designed to help you discuss potential estate planning need with your clients.

Suitability Report paragraphs

IHTB10030 - Trusts for inheritance Tax Planning

Declaration of Health - Discounted Gift - PIA Offshore

INVM11010 - Complete this form for a General Practitioners report to be obtained to assess your health.

Declaration of residence outside Ireland

IHTF10043 - Complete this declaration to confirm your non-residence status outside the Republic of Ireland.

Deed of appointment of additional Trustee by a Settlor

INVF11122 - Complete this form where a Settlor wishes to appoint additional trustees.

Deed of appointment of an additional Trustees by existing Trustees

IHTM1007001 - Complete this form where the existing trustees wish to appoint additional trustees.

Draft Deed of Assignment of a Policy to an Existing Trust

INVM11063 - Complete this form if you wish to assign your policy to an existing trust.

Draft Deed of Assignment of a policy to an existing trust

IHTF10078 - Complete this form if you wish to assign your policy to an existing trust.

Draft Deed of Removal of a Trustee by Settlor

INVM11065 - Complete this form where a Settlor wishes to remove a Trustee from his or her duties.

Draft deed of retirement Trustee

IHTM10071 - Complete this form where a trustee wants to retire from his/her duties as a Trustee.

Letters of Wishes

INVM10972 - Complete this form if your client, the settlor of a trust wishes to inform trustees the matters to be taken into account when trustees are exercising their discretionary powers.

Prudential Onshore Portfolio Bond - Absolute Gift Trust Deed

POPB100015010 - POPB100015010 - Complete this form if your client wishes to choose the Absolute Gift Trust option.

The SIFA Professional Handbook of Trustee Investment

PRUAG02068 - The 8th edition written by our technical team.

Declaration of residence outside Ireland

IHTF10043 - Complete this declaration to confirm your non-residence status outside the Republic of Ireland.

Prudential Onshore Portfolio Bond - Absolute Gift Trust Deed

POPB100015010 - POPB100015010 - Complete this form if your client wishes to choose the Absolute Gift Trust option.

A guide to the Excluded Property Trust

INVB10156 - A guide to help you and your client understand more about the Excluded Property Trust.

The SIFA Professional Handbook of Trustee Investment

PRUAG02068 - The 8th edition written by our technical team.

Estate planning questionnaire

INTP10139 - A form designed to help you discuss potential estate planning need with your clients.

Suitability Report paragraphs

IHTB10030 - Trusts for inheritance Tax Planning

Declaration of residence outside Ireland

IHTF10043 - Complete this declaration to confirm your non-residence status outside the Republic of Ireland.

Excluded Propert Trust Declaration Form

IHTF6362 - IHTF6362 - Complete this form for the Excluded Property Trust.

Letters of Wishes

INVM10972 - Complete this form if your client, the settlor of a trust wishes to inform trustees the matters to be taken into account when trustees are exercising their discretionary powers.

Spousal Bypass Trust form

FRPF10292 - Members of Schemes can express a wish to the trustees of the Scheme asking them to consider paying lump sum death benefits.

Fast facts

FRPS10130 - Quick guide to the Flexible Retirement Plan which is a flexible account style plan allowing payments to be easily changed and offering a wide range of investment options.

Prudential Onshore Portfolio Bond - Absolute Gift Trust Deed

POPB100015010 - POPB100015010 - Complete this form if your client wishes to choose the Absolute Gift Trust option.

The SIFA Professional Handbook of Trustee Investment

PRUAG02068 - The 8th edition written by our technical team.

Absolute Gift Trust Deed - PIA Offshore

GENM100013513 - Complete this form if your client wishes to choose the Absolute Gift Trust option.

Declaration of residence outside Ireland

IHTF10043 - Complete this declaration to confirm your non-residence status outside the Republic of Ireland.

Deed of Assignment to Beneficiaries - PIA version

INVM11828 - INVM11828 - Complete this form where the Trustees wish to assign a policy to a beneficiary. This form is designed to be used with our Offshore Investments written under an absolute or discretionary Trust.

Discretionary Gift Trust Deed - PIA Offshore

GENM100013714 - Complete this form if your client wishes to choose the Discretionary Gift Trust option.

Discretionary Gift Trust Form

INVS10940 - Declaration form which must be completed when you are setting up a Discretionary Trust fund.

Draft Deed of Assignment to Beneficiaries - Onshore

INVM11064 - Complete this form if you wish to assign a policy to a beneficiary. This form is designed to be used with our Onshore Investments written under an absolute or discretionary Trust.

International Portfolio Bond - Additional Investment Application Form for a Trust

NIPB100065614 - Application form if a trust wishes to make an additional investment to their International Portfolio Bond

Prudential Onshore Portfolio Bond - Absolute Gift Trust Deed

POPB100015010 - POPB100015010 - Complete this form if your client wishes to choose the Absolute Gift Trust option.

UK Gift Trust absolute form

INVS10942 - Declaration form which must be completed when you are setting up a Trust Fund in Absolute Trust.

AKG With Profits Report - Prudential_2020

GENM11347 - AKG With Profits Report - Prudential_2020

The SIFA Professional Handbook of Trustee Investment

PRUAG02068 - The 8th edition written by our technical team.

A quick guide to trusts from Prudential and Prudential International - Trusts for Inheritance Tax Planning

IHTS10092 - A guide for you and your client to help you explore the Prudential trusts and the options available.

Estate planning questionnaire

INTP10139 - A form designed to help you discuss potential estate planning need with your clients.

Gifting an investment into trust - Gift Trust and Investment Bonds

IHTS10029 - A guide to help you and your client understand more about the Gift Trust, which provides an inheritance tax planning solution.

Suitability Report paragraphs

IHTB10030 - Trusts for inheritance Tax Planning

Declaration of residence outside Ireland

IHTF10043 - Complete this declaration to confirm your non-residence status outside the Republic of Ireland.

Deed of Appointment - PIA Version

IHTM10099 - Complete this form where the Settlor is no longer alive and you, as Existing Trustees, wish to appoint additional Trustees.

Deed of Assignment to Beneficiaries - PIA version

INVM11828 - INVM11828 - Complete this form where the Trustees wish to assign a policy to a beneficiary. This form is designed to be used with our Offshore Investments written under an absolute or discretionary Trust.

Deed of appointment of additional Trustee by a Settlor

INVF11122 - Complete this form where a Settlor wishes to appoint additional trustees.

Deed of appointment of an additional Trustees by existing Trustees

IHTM1007001 - Complete this form where the existing trustees wish to appoint additional trustees.

Draft Deed of Appointment of Additional Trustees by Settlor

INVF11825 - Complete this form where the Settlor wishes to appoint additional Trustees.

Draft Deed of Assignment of a Policy to an Existing Trust

INVM11063 - Complete this form if you wish to assign your policy to an existing trust.

Draft Deed of Removal of a Trustee by Settlor

INVM11065 - Complete this form where a Settlor wishes to remove a Trustee from his or her duties.

Draft deed of removal of Trustee by Settlor

INVM11829 - INVM11829 - Complete this form where a settlor wants to remove a Trustee from his or her duties.

Draft deed of retirement Trustee

IHTM10071 - Complete this form where a trustee wants to retire from his/her duties as a Trustee.

Draft deed of retirement of Trustee

IHTM10100 - Complete this form where a trustee wants to retire from his/her duties as a Trustee.

International Portfolio Bond - Absolute Gift Trust Deed

NIPB100013614 - Complete this form if your client wishes to choose the Absolute Gift Trust option.

International Portfolio Bond - Declaration of Health - Discounted Gift

NIPB100013407 - Complete this form for a General Practitioners report to be obtained to assess your health.

International Portfolio Bond - Discretionary Gift Trust Deed

NIPB100013715 - Complete this form if your client wishes to choose the Discretionary Gift Trust option.

Letters of Wishes

INVM10972 - Complete this form if your client, the settlor of a trust wishes to inform trustees the matters to be taken into account when trustees are exercising their discretionary powers.

Letters of wishes

INVM11826 - Complete this form if your client, the settlor of a trust wishes to inform trustees the matters to be taken into account when trustees are exercising their discretionary powers.

Criteria for acceptable business

IPBB10252 - A document outlining Prudential International's acceptable business requirements for the relevant countries and acceptable sales conditions.

International Portfolio Bond - Key Reasons

International Portfolio Bond - Key Reasons

International Portfolio Bond - Target Market Summary Document

NIPB514603 - Target Market Information for the International Portfolio Bond.

Panel Document

NIPB100009904 - Panel Document for the International Portfolio Bond.

Prudential International - Anti Money Laundering (AML) Requirements - Guide for new business, top-ups and payments out

IPBB10303 - This document is an aid for completion of the application form and should be read in conjunction with the relevant new business application form.

Service Charter

NIPB100008201 - Service Charter document for the International Portfolio Bond.

Absolute Gift Trust Deed - PIA Offshore

GENM100013513 - Complete this form if your client wishes to choose the Absolute Gift Trust option.

Application form for an existing trust

Application form for an existing trust

Change of Address Form

INVF10826 - INVF10826 - Complete this form to update your change of address details.

Declaration of residence outside Ireland

INVF10979 - Complete this declaration to confirm your non-residence status outside the Republic of Ireland.

Deed of Assignment - Judicial Separation, Divorce or Dissolution - Joint to Single

NIPB100036104 - Complete this form to change the legal ownership of a life assurance policy implementing a financial agreement from joint assignors to single asignee.

Deed of Assignment to Beneficiaries - PIA version

INVM11828 - INVM11828 - Complete this form where the Trustees wish to assign a policy to a beneficiary. This form is designed to be used with our Offshore Investments written under an absolute or discretionary Trust.

International Portfolio Bond - Additional Investment Application Form for a Company

NIPB100065414 - Application form if a company wishes to make an additional investment to their International Portfolio Bond

International Portfolio Bond - Additional Investment Application Form for a Trust

NIPB100065614 - Application form if a trust wishes to make an additional investment to their International Portfolio Bond

International Portfolio Bond - Application form for a Company

NIPB511901 - This form is to be used by a Company for applications for the International Portfolio Bond (Lives Assured or Capital Redemption).

International Portfolio Bond - Application form for a Prudential Discounted Gift Trust, Gift Trust, Excluded Property Trust or Probate Trust

NIPB511603 - This form is to be used for applications by Individuals looking to set up a Prudential Trust for the International Portfolio Bond (Lives Assured or Capital Redemption).

International Portfolio Bond - Cash in Request Form/Full/One off Withdrawal Form

NIPB514605 - Complete this form if you wish to take a one-off withdrawal from your bond or to cash it in completely.

International Portfolio Bond - Change of Investment Form

NIPB514604 - Complete this form if you wish to request a change of investment for your International Portfolio Bond.

International Portfolio Bond - Regular Withdrawal Form

NIPB514504 - NIPB514504 - Complete this form if your client wishes to request a withdrawal from their International Portfolio Bond.

Prudential International - Anti Money Laundering (AML) Requirements - Guide for new business, top-ups and payments out

IPBB10303 - This document is an aid for completion of the application form and should be read in conjunction with the relevant new business application form.

Tax residency self-certification declaration form

INVF11804 - Declaration form for your clients to complete to self certify their tax residency status..

A guide to the Excluded Property Trust

INVB10156 - A guide to help you and your client understand more about the Excluded Property Trust.

A guide to the Loan Trust - Your questions answered

IHTB10023 - A guide to help you and your client understand more about the Loan Trust, how it trusts works and the choice of trusts available.

International Portfolio Bond - CPPFM

NIPB514606 - This guide explains briefly how our PruFund Fund works and our current approach to managing it.

International Portfolio Bond - Your Guide to investing in the Prufund Range of Funds

NIPB529219 - A guide to help you and your client understand more about investing in the PruFund Range of Funds.

Key Features of the International Portfolio Bond - Capital Redemption Option

NIPB511702 - This booklet provides a summary of the key features of the International Portfolio Bond - Capital Redemption Option and will help your clients decide whether the bond is right for them.

Key Features of the International Portfolio Bond - Lives Assured

NIPB511801 - This booklet provides a summary of the key features of the International Portfolio Bond - Lives Assured and will help your clients decide wether the bond is right for them.

A guide to the Loan Trust - Your questions answered

IHTB10023 - A guide to help you and your client understand more about the Loan Trust, how it trusts works and the choice of trusts available.

Criteria for acceptable business

IPBB10252 - A document outlining Prudential International's acceptable business requirements for the relevant countries and acceptable sales conditions.

Gifting an investment into trust - Gift Trust and Investment Bonds

IHTS10029 - A guide to help you and your client understand more about the Gift Trust, which provides an inheritance tax planning solution.

Policy holder protection for Prudential International Assurance (PIA) customers

Change of Address Form

INVF10826 - INVF10826 - Complete this form to update your change of address details.

Deed of Appointment - PIA Version

IHTM10099 - Complete this form where the Settlor is no longer alive and you, as Existing Trustees, wish to appoint additional Trustees.

Deed of Assignment - Joint to Joint

NIPB100031609 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from joint assignor to joint asignee.

Deed of Assignment - Joint to Single

NIPB100031706 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from joint assignor to single asignee

Deed of Assignment - Judicial Separation, Divorce or Dissolution - Joint to Single

NIPB100036104 - Complete this form to change the legal ownership of a life assurance policy implementing a financial agreement from joint assignors to single asignee.

Deed of Assignment - Judicial Separation, Divorce or Dissolution - Single to Single

NIPB100036008 - Complete this form to change the legal ownership of a life assurance policy implementing a financial agreement from single assignor to single asignee.

Deed of Assignment - Single to Joint

NIPB100031705 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from single assignor to joint asignee.

Deed of Assignment - Single to Single

NIPB100027308 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from single assignor to single asignee.

Deed of Assignment by Personal Representatives to the Beneficiaries

NIPB515608 - Complete this form where the Legal Personal Representatives, Executors or Administrators wish to assign a policy to beneficiaries.

Deed of Assignment to Beneficiaries - PIA version

INVM11828 - INVM11828 - Complete this form where the Trustees wish to assign a policy to a beneficiary. This form is designed to be used with our Offshore Investments written under an absolute or discretionary Trust.

Draft Deed of Assignment of a policy to an existing trust

IHTF10078 - Complete this form if you wish to assign your policy to an existing trust.

Draft deed of removal of Trustee by Settlor

INVM11829 - INVM11829 - Complete this form where a settlor wants to remove a Trustee from his or her duties.

Draft deed of retirement of Trustee

IHTM10100 - Complete this form where a trustee wants to retire from his/her duties as a Trustee.

Excluded Propert Trust Declaration Form

IHTF6362 - IHTF6362 - Complete this form for the Excluded Property Trust.

International Portfolio Bond - Absolute Gift Trust Deed

NIPB100013614 - Complete this form if your client wishes to choose the Absolute Gift Trust option.

International Portfolio Bond - Additional Loan Agreement

NIPB100013618 - Complete this form where a Loan Trust is already in existence and the Settlors of the original Loan Trust would like to make an additional loan to the Trustees.

International Portfolio Bond - Declaration of Health - Discounted Gift

NIPB100013407 - Complete this form for a General Practitioners report to be obtained to assess your health.

International Portfolio Bond - Discounted Gift Trust - Tele Underwriting Form

NIPB100013514 - NIPB100013514 - Complete this form to allow you to go through the application process for the Discounted Gift trust over the telephone.

International Portfolio Bond - Discretionary Gift Trust Deed

NIPB100013715 - Complete this form if your client wishes to choose the Discretionary Gift Trust option.

International Portfolio Bond - Probate Trust Discretionary Trust Declaration Form

NIPB100013512 - Complete this form if your client wishes to choose the Discretionary Trust option.

International Portfolio Bond - Waiver of Loan

NIPB100013616 - Complete this deed form to waive a loan.

International Portfolio Bond Discretionary Trust Declaration Form

NIPB521319 - Complete this form if your client wishes to choose the Discretionary Trust option for the Loan Trust.

Loan Trust Absolute Trust Declaration form

NIPB521118 - Complete this form if your client wishes to choose the Absolute Trust option for the Loan Trust.

International portfolio Bond

The SIFA Professional Handbook of Trustee Investment

PRUAG02068 - The 8th edition written by our technical team.

The SIFA Professional Handbook of Trustee Investment

PRUAG02068 - The 8th edition written by our technical team.

Help your clients through separation and divorce

GENM903406 -

Help your clients to prepare for children or grandchildren

GENM916203 -

Help your clients when they come into money

GENM916205 -

Investing surplus company cash

GENM417904 - Quick summary guide for your clients outlining why it is a good time to look at a bond for surplus cash.

Estate planning adviser guide

IHTB10026 - A form to help you discuss potential estate planning needs with your clients.

Prudential Onshore Portfolio Bond - Absolute Gift Trust Deed

POPB100015010 - POPB100015010 - Complete this form if your client wishes to choose the Absolute Gift Trust option.

The SIFA Professional Handbook of Trustee Investment

PRUAG02068 - The 8th edition written by our technical team.

Absolute Gift Trust Deed - PIA Offshore

GENM100013513 - Complete this form if your client wishes to choose the Absolute Gift Trust option.

Absolute Trust declaration form

INVS10941 - Complete this form if your client wishes to choose the Absolute Trust option for the Loan Trust.

Declaration of residence outside Ireland

IHTF10043 - Complete this declaration to confirm your non-residence status outside the Republic of Ireland.

Discretionary Trust declaration form

INVS10833 - Complete this form if your client wishes to choose the Discretionary Trust option for the Loan Trust.

Draft Deed of Assignment to Beneficiaries - Onshore

INVM11064 - Complete this form if you wish to assign a policy to a beneficiary. This form is designed to be used with our Onshore Investments written under an absolute or discretionary Trust.

International Portfolio Bond - Additional Investment Application Form for a Trust

NIPB100065614 - Application form if a trust wishes to make an additional investment to their International Portfolio Bond

Prudential Onshore Portfolio Bond - Waiver of Loan

POPB100015011 - Complete this deed form to waive a loan.

Prudential Onshore Portfolio Bond - Absolute Gift Trust Deed

POPB100015010 - POPB100015010 - Complete this form if your client wishes to choose the Absolute Gift Trust option.

Prudential Onshore Portfolio Bond - Additional Loan Agreement

POPB100014710 - POPB100014710 - Complete this form where a Loan Trust is already in existence and the Settlors of the original Loan Trust would like to make an additional loan to the Trustees.

Waiver of Loan - PIA Offshore

GENM100013615 - Complete this deed form to waive a loan.

A guide to the Loan Trust - Your questions answered

IHTB10023 - A guide to help you and your client understand more about the Loan Trust, how it trusts works and the choice of trusts available.

AKG With Profits Report - Prudential_2020

GENM11347 - AKG With Profits Report - Prudential_2020

The SIFA Professional Handbook of Trustee Investment

PRUAG02068 - The 8th edition written by our technical team.

A guide to the Loan Trust - Your questions answered

IHTB10023 - A guide to help you and your client understand more about the Loan Trust, how it trusts works and the choice of trusts available.

A quick guide to trusts from Prudential and Prudential International - Trusts for Inheritance Tax Planning

IHTS10092 - A guide for you and your client to help you explore the Prudential trusts and the options available.

Estate planning questionnaire

INTP10139 - A form designed to help you discuss potential estate planning need with your clients.

Suitability Report paragraphs

IHTB10030 - Trusts for inheritance Tax Planning

Additional Loan Agreement - PIA Offshore

GENM100013617 - Complete this form where a Loan Trust is already in existence and the Settlors of the original Loan Trust would like to make an additional loan to the Trustees.

Declaration of residence outside Ireland

IHTF10043 - Complete this declaration to confirm your non-residence status outside the Republic of Ireland.

Deed of appointment of additional Trustee by a Settlor

INVF11122 - Complete this form where a Settlor wishes to appoint additional trustees.

Deed to waive a loan

INVS11901 - Complete this deed form to waive a loan.

Draft Deed of Removal of a Trustee by Settlor

INVM11065 - Complete this form where a Settlor wishes to remove a Trustee from his or her duties.

INTF10110 Loan Trust Top-up Form

INTF10110 - Complete this form where a Loan Trust is already in existence and the Settlors of the original Loan Trust would like to make an additional loan to the Trustees.

International Portfolio Bond - Additional Loan Agreement

NIPB100013618 - Complete this form where a Loan Trust is already in existence and the Settlors of the original Loan Trust would like to make an additional loan to the Trustees.

International Portfolio Bond - Waiver of Loan

NIPB100013616 - Complete this deed form to waive a loan.

Letters of Wishes

INVM10972 - Complete this form if your client, the settlor of a trust wishes to inform trustees the matters to be taken into account when trustees are exercising their discretionary powers.

Loan trust transaction record

IHTM10060 - Complete this form for any transactions relating to loans.

Prudential Risk Managed Passive range Quarterly Update

INVB372205 - An insight on investment markets and funds over the period.

Risk Managed Active Range Quarterly Update

INVB11277 - An insight on investment markets and funds over the period.

Distribution Technology Fund Mapping

GENM11365 - An independent mapping tool to allow you to create a risk profile and suitable portfolio for your client.

Distribution Technology Fund Mapping

GENM11365 - An independent mapping tool to allow you to create a risk profile and suitable portfolio for your client.

Estate planning adviser guide

IHTB10026 - A form to help you discuss potential estate planning needs with your clients.

Probate Trust adviser guide

GENS357201 - A guide to help you and your client understand more about Probate Trust.

Prudential Onshore Portfolio Bond - Absolute Gift Trust Deed

POPB100015010 - POPB100015010 - Complete this form if your client wishes to choose the Absolute Gift Trust option.

The SIFA Professional Handbook of Trustee Investment

PRUAG02068 - The 8th edition written by our technical team.

INVS329104 Probate Trust Discretionary Trust Declaration Form

INVS329104 - Complete this form if your client wishes to choose the Discretionary Trust option.

Probate Trust Discretionary Trust Declaration Form - PIA Offshore

GENM100013713 - Complete this form if your client wishes to choose the Discretionary Trust option.

Prudential Onshore Portfolio Bond - Absolute Gift Trust Deed

POPB100015010 - POPB100015010 - Complete this form if your client wishes to choose the Absolute Gift Trust option.

Prudential Onshore Portfolio Bond - Discretionary Gift Trust Deed

POPB100014709 - Complete this form if your client wishes to choose the Discretionary Gift Trust option.

Prudential Onshore Portfolio Bond - Probate Trust Discretionary Trust Declaration Form

POPB100015009 - POPB100015009 - Complete this form if your client wishes to choose the Discretionary Trust option.

The SIFA Professional Handbook of Trustee Investment

PRUAG02068 - The 8th edition written by our technical team.

Estate planning questionnaire

INTP10139 - A form designed to help you discuss potential estate planning need with your clients.

The Probate Trust in action client guide

GENS351601 - Guide to show how the Probate Trust could benefit your clients and access different investment solutions.

International Portfolio Bond - Probate Trust Discretionary Trust Declaration Form

NIPB100013512 - Complete this form if your client wishes to choose the Discretionary Trust option.

Prudential Onshore Portfolio Bond - Discretionary Gift Trust Deed

POPB100014709 - Complete this form if your client wishes to choose the Discretionary Gift Trust option.

Counsel opinion - Bare Trust Version

INVP10686 - This guide will set out the Counsel's Instructions submitted to the QC and the Counsel's opinion subsequently received.

Counsel opinion - Discretionary Trust Version

INVP10687 - This guide will set out the Counsel's Instructions submitted to the QC and the Counsel's opinion subsequently received.

Estate planning adviser guide

IHTB10026 - A form to help you discuss potential estate planning needs with your clients.

Absolute Trust Declaration Form (Form 2)

X607 - Complete this form if your client wishes to choose the Absolute Trust option for the Prudence Inheritance Bond

Adviser Charge Instruction Form

PIBF10013 - Complete this form for any change to the adviser charge instructions

Confirmation of Verification of identity

GENM6637 - Complete this form with the Prudence Inheritance Bond, Flexible Retirement Plan or Prudential Investment Plan application form to verify your client's details.

Discretionary Trust declaration form

PIBF6397 - Complete this form if your client wishes to choose the Discretionary Trust option for the Prudence Inheritance Bond

Prudence Inheritance Bond application form

Y846 - Application form to open the Prudence Inheritance Bond for your client

Tax Residency Self Certification Declaration Form

INVF11781 - Declaration form for your clients to complete to self certify their tax residency status..

Prudence Inheritance Bond

INVS11288 - A guide to help you and your client understand more about our funds available

Prudence Inheritance Bond funds factsheet

PRUS6468 - A guide to help you and your client understand more about the Prudence Inheritance Bond Fund, it's performance, aims and objectives.

Key features of the Prudence Inheritance Bond

IHTK10022 - This booklet provides useful information about the Plan and will help clients decide which trusts to choose and their investment options.

Deed of appointment of additional Trustee by a Settlor

INVF11122 - Complete this form where a Settlor wishes to appoint additional trustees.

Deed of appointment of an additional Trustees by existing Trustees

IHTM1007001 - Complete this form where the existing trustees wish to appoint additional trustees.

Discretionary Trust declaration form

PIBF6397 - Complete this form if your client wishes to choose the Discretionary Trust option for the Prudence Inheritance Bond

Draft Deed of Removal of a Trustee by Settlor

INVM11065 - Complete this form where a Settlor wishes to remove a Trustee from his or her duties.

Draft deed of retirement Trustee

IHTM10071 - Complete this form where a trustee wants to retire from his/her duties as a Trustee.

Letters of Wishes

INVM10972 - Complete this form if your client, the settlor of a trust wishes to inform trustees the matters to be taken into account when trustees are exercising their discretionary powers.

Request for Distributions

U149 - Complete this form where the entitled trustees wish to request payments/redistributions to be made in the Prudence Inheritance Bond.

Tax Residency Self Certification Declaration Form

INVF11781 - Declaration form for your clients to complete to self certify their tax residency status..

Policy Rules

RT10068 - Policy rules for the Prudence Inheritance Bond.

Adviser Sales Aid template 2021

Quick guide to the Prudential International Investment Bond which offers a range of unit-linked investment funds.

Criteria for acceptable business

IPBB10252 - A document outlining Prudential International's acceptable business requirements for the relevant countries and acceptable sales conditions.

Prohibited, Sanctioned and High Risk countries list

INVS11280 - A guide outlining the countries where Prudential International doesn’t accept business from due to tax, regulatory and other restrictions.

PruFund Range of Funds - Prudential International Investment Bond

INVS11699 - PruFund Range of Funds - Prudential International Investment Bond

Prudential International - Anti Money Laundering (AML) Requirements - Guide for new business, top-ups and payments out

IPBB10303 - This document is an aid for completion of the application form and should be read in conjunction with the relevant new business application form.

Prudential International Service Charter

INTN10028 - A booklet outlining Prudential International's service standards commitments.

Bare Trust for Settlor

INVM11307 - Complete this form to set up a settlor.

Change of Address Form

INVF10826 - INVF10826 - Complete this form to update your change of address details.

Declaration of Beneficial Ownership - Supplementary form for trustee and nominee applications

INVF11577 - Complete this form in conjunction with all applications by a trust, Trust Company or Nominee Company.

Declaration of residence outside Ireland

INVF10979 - Complete this declaration to confirm your non-residence status outside the Republic of Ireland.

Deed of Assignment - Judicial Separation, Divorce or Dissolution - Joint to Single

NIPB100036104 - Complete this form to change the legal ownership of a life assurance policy implementing a financial agreement from joint assignors to single asignee.

Prudential International - Anti Money Laundering (AML) Requirements - Guide for new business, top-ups and payments out

IPBB10303 - This document is an aid for completion of the application form and should be read in conjunction with the relevant new business application form.

Prudential International Investment Bond application form

INVF11521 - Application form to open the International Investment Bond for your client

Prudential International Investment Bond top-up application form

INVF11537 - Application form if your client wishes to make an additional investment to their Prudential International Investment bond.

Tax residency self-certification declaration form

INVF11804 - Declaration form for your clients to complete to self certify their tax residency status..

A guide to the Prudential International Investment Bond

PIIBB10008 - Guide to show how the Prudential International Investment Bond could benefit your clients and provide access to different investment solutions.

The PruFund range of funds client guide

A client overview on the PruFund range of funds, covering the funds aims and objectives, where they invest, how they work and how they are managed.

Your With-Profits Bond

IPBB10049 - Your With-Profits Bond - a guide to how we manage the PruFund Range of Funds. Prudential International Investment Bond and International Prudence Bond

PruFund Cautious (US Dollar) and PruFund Protected Cautious (US Dollar) fund factsheet

INVF11119 - A guide to help you and your client understand more about the PruFund Cautious (US Dollar) / PruFund Protected Cautious (US Dollar) fund, its performance, aims and objectives.

PruFund Cautious and Protected Cautious (Euro) fund factsheet

INVF11117 - A guide to help you and your client understand more about the PruFund Cautious (Euro) / PruFund Protected Cautious (Euro) fund, it's performance, aims and objectives.

PruFund Cautious and Protected Cautious (Sterling) fund factsheet

INVF11118 - A factsheet to help you and your client understand more about the PruFund Cautious (Sterling) / PruFund Protected Cautious (Sterling) fund, its performance, aims and objectives.

PruFund Growth (Euro) and PruFund Protected Growth (Euro) fund factsheet

INVF10936 - A guide to help you and your client understand more about the PruFund Growth (Euro) / PruFund Protected Growth (Euro) fund, it's performance, aims and objectives.

PruFund Growth (Sterling) and PruFund Protected Growth (Sterling) fund factsheet

INVF10935 - A guide to help you and your client understand more about the PruFund Growth (Sterling) / PruFund Protected Growth (Sterling) fund, its performance, aims and objectives.

PruFund Growth (US Dollar) Fund

INVF10937 - A factsheet to help you and your client understand more about the PruFund Growth (US Dollar) / PruFund Protected Growth (US Dollar) fund, it's performance, aims and objectives.

PruFund Annualised Returns

PRUF479302 - A guide for you and your clients illustrating the annualised returns of the PruFund from 2009 to 2015.

Prudential International Investment Bond and International Prudence Bond fund guide

INVB5260 - This fund guide gives you a list of funds that you can choose from, an indication of the potential rewards and risk of each fund and fund charges.

The PruFund range of funds client guide

A client overview on the PruFund range of funds, covering the funds aims and objectives, where they invest, how they work and how they are managed.

Your Guide to investing in the PruFund Range of Funds

IPBB10046 - A guide to help you and your client understand more about investing in the PruFund Range of Funds.

Your With-Profits Bond

IPBB10049 - Your With-Profits Bond - a guide to how we manage the PruFund Range of Funds. Prudential International Investment Bond and International Prudence Bond

Your With-Profits Bond: a guide to how we manage the fund

WPGB0033 - This guide explains how our With-Profits fund works and our current approach to managing it. It contains information relevant to the PAC With-Profits Fund.

AKG With Profits Report - Prudential_2020

GENM11347 - AKG With Profits Report - Prudential_2020

Key features of the Prudential International Investment Bond

PIIBK10000 - This booklet provides a summary of the key features of the Prudential International Investment Bond and will help your clients decide whether the Bond is right for them.

Key features of the Prudential International Investment Bond - Capital Redemption Option

PIIBK10005 - This booklet provides a summary of the Key Features of the Prudential International Investment Bond (Capital Redemption Option) and will help your clients decide whether the Bond is right for them.

A guide to the Prudential International Investment Bond

PIIBB10008 - Guide to show how the Prudential International Investment Bond could benefit your clients and provide access to different investment solutions.

Criteria for acceptable business

IPBB10252 - A document outlining Prudential International's acceptable business requirements for the relevant countries and acceptable sales conditions.

International Prudence Bond, Prudential International Investment Bond bonus rates

GENM6349 - This booklet provides a summary the overall yields which combine regular and final bonuses.

Policy holder protection for Prudential International Assurance (PIA) customers

Prohibited, Sanctioned and High Risk countries list

INVS11280 - A guide outlining the countries where Prudential International doesn’t accept business from due to tax, regulatory and other restrictions.

PruFund Annualised Returns

PRUF479302 - A guide for you and your clients illustrating the annualised returns of the PruFund from 2009 to 2015.

Prudential International Investment Bond

PIIBS10004 - ()

Adviser charge instruction form

PIIBF10006 - Complete this form for any change to the adviser charge instructions

Change of Address Form

INVF10826 - INVF10826 - Complete this form to update your change of address details.

Declaration of Beneficial Ownership - Supplementary form for trustee and nominee applications

INVF11577 - Complete this form in conjunction with all applications by a trust, Trust Company or Nominee Company.

Deed of Assignment - Judicial Separation, Divorce or Dissolution - Joint to Single

NIPB100036104 - Complete this form to change the legal ownership of a life assurance policy implementing a financial agreement from joint assignors to single asignee.

Deed of Assignment - Single to Single

GENS6751 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from single assignor to single assignee.

Draft Deed of Assignment of a policy to an existing trust

IHTF10078 - Complete this form if you wish to assign your policy to an existing trust.

Fund switch request form

IPBF10036 - Complete this form if you wish to request a fund switch for Prudential International Investment Bond or International Prudence Bond.

Funds Transfer Request Form

GENM5175 - Complete this form if your client wishes to make a funds transfer request.

Prudential International Investment Bond - Cash-In Form

PIIPF10002 - Complete this form if you wish to take a one-off partial withdrawal from your bond or to cash it in completely.

Regular withdrawal request form

PIIBF10010 - Complete this form if your client wishes to request a withdrawal from their International Investment Bond.

Prudential International Investment Bond (Capital Redemption Option) contract conditions

PIIBT10009 - Contract conditions for the Prudential International Investment Bond (Capital Redemption Option).

Prudential International Investment Bond contract conditions

PIIBT10001 - Contract conditions for the Prudential International Investment Bond.

Statement of Charges

PIIBT10002 - Document which shows you and your clients the charges and limits which apply to the Bond.

Statement of Charges (01/21)

PIIBT10012 - Statement of charges for the Prudential International Investment Bond - Capital Redemption Option.

Adviser guide to investment options and fund choice

INVG10921 - A guide to help you and your client understand more about our funds available and the investment solutions available

Criteria for acceptable business

IPBB10252 - A document outlining Prudential International's acceptable business requirements for the relevant countries and acceptable sales conditions.

Prohibited, Sanctioned and High Risk countries list

INVS11280 - A guide outlining the countries where Prudential International doesn’t accept business from due to tax, regulatory and other restrictions.

Prudential International - Anti Money Laundering (AML) Requirements - Guide for new business, top-ups and payments out

IPBB10303 - This document is an aid for completion of the application form and should be read in conjunction with the relevant new business application form.

Prudential International Investment Portfolio fast facts

PIIPS10010 - Quick guide to the Prudential International Investment Portfolio which is a single unit-linked investment contract with open architecture.

Prudential International Service Charter

INTN10028 - A booklet outlining Prudential International's service standards commitments.

Bare Trust for Settlor

INVM11307 - Complete this form to set up a settlor.

Declaration of Beneficial Ownership - Supplementary form for trustee and nominee applications

INVF11577 - Complete this form in conjunction with all applications by a trust, Trust Company or Nominee Company.

Declaration of residence outside Ireland

INVF10979 - Complete this declaration to confirm your non-residence status outside the Republic of Ireland.

Discretionary Asset Manager Nomination form

DPBF10048 - Complete this form for nominating a Discretionary Asset Manager to manage fund assets for both the life assured and capital redemption options for the Prudential International Investment Portfolio, Portfolio Account and Prudence Portfolio Bond.

Investment Adviser appointment form

PIIPF10005 - Complete this form to confirm your appointed Investment Adviser for the fund to which your Bond will be linked.

Prudential International - Anti Money Laundering (AML) Requirements - Guide for new business, top-ups and payments out

IPBB10303 - This document is an aid for completion of the application form and should be read in conjunction with the relevant new business application form.

Prudential International Investment Portfolio application form

DPBF10058 - Application form to open the Prudential International Investment Portfolio for your client

Tax residency self-certification declaration form

INVF11804 - Declaration form for your clients to complete to self certify their tax residency status..

Top-up Application Form

DPBF10059 - Complete this form if you wish to make an additional payment to an existing Prudential International Investment Portfolio.

Prudential International Investment Portfolio - Client guide

PIIPB10009 - A guide to help you and your client understand more about the International Investment Portfolio and our available funds.

AKG With Profits Report - Prudential_2020

GENM11347 - AKG With Profits Report - Prudential_2020

Key features of the Prudential International Investment Portfolio

PIIPK10006 - This booklet provides useful information about the International Investment Portfolio and will help clients decide whether the Plan might be right for them.

Key features of the Prudential International Investment Portfolio (Capital Redemption Option)

PIIPK10007 - This booklet provides useful information about the International Investment Portfolio (Capital Redemption Option) and will help clients decide whether the Plan might be right for them.

Criteria for acceptable business

IPBB10252 - A document outlining Prudential International's acceptable business requirements for the relevant countries and acceptable sales conditions.

Policy holder protection for Prudential International Assurance (PIA) customers

Prohibited, Sanctioned and High Risk countries list

INVS11280 - A guide outlining the countries where Prudential International doesn’t accept business from due to tax, regulatory and other restrictions.

Providing financial strength, stability and support

GENM1118903 - A look at what makes M&G plc financially strong.

Prudential International Investment Portfolio - Client guide

PIIPB10009 - A guide to help you and your client understand more about the International Investment Portfolio and our available funds.

Prudential International Investment Portfolio - Key reasons

PIIPS10011 - Prudential International Investment Portfolio - Key Reasons

Adviser charge instruction form

PIIBF10006 - Complete this form for any change to the adviser charge instructions

Declaration of Beneficial Ownership - Supplementary form for trustee and nominee applications

INVF11577 - Complete this form in conjunction with all applications by a trust, Trust Company or Nominee Company.

Deed of assignment

INVF11292 - Complete this form if you wish to change the legal ownership of a life assurance policy or a capital redemption policy by way of gift only.

Draft Deed of Assignment of a policy to an existing trust

IHTF10078 - Complete this form if you wish to assign your policy to an existing trust.

Fund switch request

INVF10823 - Complete this form if your client wishes to complete a funds switch request.

Funds Transfer Request Form

GENM5175 - Complete this form if your client wishes to make a funds transfer request.

Partial or full cash-in request form

GENM5243 - Complete this form if you wish to take a one-off partial withdrawal from your bond or to cash it in completely.

Prudential International Investment Portfolio - Key reasons

PIIPS10011 - Prudential International Investment Portfolio - Key Reasons

Regular withdrawal request form

INVF10824 - Complete this form if your client wishes to request a regular withdrawals from Prudential International Investment Portfolio, Portfolio Account or Prudence Portfolio Bond.

Prudential International Investment Portfolio (Capital Redemption Option) contract conditions

PIIPT10013 - This guide outlines the contract conditions for the Prudential International Investment Portfolio.

Prudential International Investment Portfolio (Capital Redemption Option) statement of charges

PIIPT10014 - This guide details the charges applied to the Prudential International Investment Portfolio (Capital Redemption Option).

Prudential International Investment Portfolio contract conditions

PIIPT10003 - This guide outlines the contract conditions for the Prudential International Investment Portfolio.

Prudential International Investment Portfolio statement of charges

PIIPT10004 - This guide details the charges applied to the Prudential International Investment Portfolio.

A detailed guide to corporate investing

GENM600602 - A guide to explain corporate investing.

Adviser guide to investment options and fund choice

INVG10921 - A guide to help you and your client understand more about our funds available and the investment solutions available

Prudential Investment Plan fast facts

PIPS10006 - Quick guide to the Prudential Investment Plan which is a single premium investment Bond that allows your clients to invest in a wide range of funds.

Prudential Investment Plan fund guide

INVB11013 - This short fund guide gives you a list of funds that you can choose from, an indication of the potential rewards and risk of each fund, and fund charges.

This guide explains how to use our online bond withdrawal tool

PRUAG6872 - Online Bond Withdrawal Guide for Advisers

Confirmation of Verification of identity

GENM6637 - Complete this form with the Prudence Inheritance Bond, Flexible Retirement Plan or Prudential Investment Plan application form to verify your client's details.

Confirmation of verification of identity form - Corporate and other non-personal entity

GENM10278 - Complete this form application form to verify your client's details.

Draft Deed of Assignment to Beneficiaries - Onshore

INVM11064 - Complete this form if you wish to assign a policy to a beneficiary. This form is designed to be used with our Onshore Investments written under an absolute or discretionary Trust.

Investment Online Submission Declaration form

GENF10697 - This form is completed by the client where the application is being submitted online by the adviser.

Prudential Investment Plan

PIPF10000 - Application form to open the Prudential Investment Plan for your client

Prudential Investment Plan - Additional investment application form

PIPF10028 - Application form if your client wishes to make an additional investment to their Prudential Investment Plan

Tax Residency Self Certification Declaration Form

INVF11781 - Declaration form for your clients to complete to self certify their tax residency status..

Prudential Investment Plan

PIPS10040 - This guide will show your client how Prudential's Investment Plan can access various investment solutions.

Prudential Investment Plan fund guide

INVB11013 - This short fund guide gives you a list of funds that you can choose from, an indication of the potential rewards and risk of each fund, and fund charges.

Your With-Profits Plan - a guide to how we manage the PruFund range of Funds. Prudential Investment Plan, Prudential ISA, Trustee Investment Plan, Flexible Retirement Plan

WPGB0031 - Your With-Profits Plan - a guide to how we manage the PruFund range of Funds. Prudential Investment Plan, Prudential ISA, Trustee Investment Plan, Flexible Retirement Plan

PruFund Cautious Life Fund

INVS11354 - A factsheet to help you and your client understand more about the PruFund Cautious Life Fund.

PruFund Growth Life Fund Fact Sheet

INVS11263 - A guide to help you and your client understand more about the PruFund Growth Life Fund, it's performance, aims and objectives.

PruFund Global Diversification

TIO271201 - Sales aid demonstrating how globally diversified both the PruFund Growth and PruFund Cautious funds are

Prudential Investment Plan fund guide

INVB11013 - This short fund guide gives you a list of funds that you can choose from, an indication of the potential rewards and risk of each fund, and fund charges.

Your With-Profits Plan

WPGB0027 - A guide to explain how our With Profits fund works and our current approach to managing it.

Your With-Profits Plan - a guide to how we manage the PruFund range of Funds. Prudential Investment Plan, Prudential ISA, Trustee Investment Plan, Flexible Retirement Plan

WPGB0031 - Your With-Profits Plan - a guide to how we manage the PruFund range of Funds. Prudential Investment Plan, Prudential ISA, Trustee Investment Plan, Flexible Retirement Plan

AKG With Profits Report - Prudential_2020

GENM11347 - AKG With Profits Report - Prudential_2020

Guernsey Supplement - brochures and Key Features Document Documents for Investment Bonds and Plans

PRUF0342 - This booklet provides supplementary information for investment bonds and plans for residents of the Bailiwick Guernsey.

Jersey Supplement - brochures and Key Features Document Documents for Investment Bonds and Plans

PRUF0341 - This booklet provides supplementary information for investment bonds and plans for residents of the Island of Jersey.

Key Features of the Prudential Investment Plan

PIPK10011 - This booklet provides useful information about the Plan and will help clients decide which funds to invest in. Applicable to plans originally taken out from 11 November 2013.

PRUF0343_03_20

PRUF0343 - This booklet provides supplementary information for investment bonds and plans for residents of the Bailiwick Guernsey.

Distribution Technology Fund Mapping

GENM11365 - An independent mapping tool to allow you to create a risk profile and suitable portfolio for your client.

5 reasons why an onshore bond may be suitable

INVS292803 - Quick summary guide outlining why an onshore bond may be suitable for your clients .

Distribution Technology Fund Mapping

GENM11365 - An independent mapping tool to allow you to create a risk profile and suitable portfolio for your client.

Investing surplus company cash

GENM417904 - Quick summary guide for your clients outlining why it is a good time to look at a bond for surplus cash.

Market Value Reduction - A clear explanation

PRUS6165 - A Market Value Reduction – or MVR – is a deduction we may make on certain withdrawals or switches from, or between, our With-Pro ts Funds.

PruFund Global Diversification

TIO271201 - Sales aid demonstrating how globally diversified both the PruFund Growth and PruFund Cautious funds are

Prudential Investment Plan - suitability report paragraphs

INVM10960 - Information designed to help prepare your suitability report for your client.

Prudential Investment Plan fast facts

PIPS10006 - Quick guide to the Prudential Investment Plan which is a single premium investment Bond that allows your clients to invest in a wide range of funds.

Return of Premium Death Benefit Option

INVS10628 - Sales aid to providing information on the Return of Premium Death Benefit Option.

Summary Tax Liabilities for Bonds and Collectives

POPBS48801 - Quick summary guide for your clients outlining when personal tax liability applies for Bonds and Collectives.

Adviser charge instruction form

PIPF10048 - Complete this form for any change to the adviser charge instructions

Deed of Assignment

GENS6753 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from joint assignor to single assignee.

Deed of Assignment - Gift Assignment - joint to joint

GENS6754 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from joint assignor to joint assignee.

Deed of Assignment - Judicial Separation, Divorce or Dissolution - Joint to Single

GENS11734 - Complete this form to change the legal ownership of a life assurance policy implementing a financial arrangement from joint assignors to single assignee.

Deed of Assignment - Single to Joint

GENS6752 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from single assignor to joint assignee.

Deed of Assignment - Single to Single

GENS6751 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from single assignor to single assignee.

Draft Deed of Assignment by Personal Representatives to Beneficiaries

INVF236001 - Complete this form where the Legal Personal Representatives, Executors or Administrators wish to assign a policy to beneficiaries.

Draft Deed of Assignment of a Policy to an Existing Trust

INVM11063 - Complete this form if you wish to assign your policy to an existing trust.

Full and Partial Cash In Form

DISF5254 - Complete this form if your client wishes to take a full or partial withdrawal of their plan.

Fund Switching Form

PRUF0534 - Complete this form if your client wishes to complete a switch transaction for the Prudential Investment Plan.

Fund switch mandate form

INVF11345 - Complete this form to authorise a financial adviser firm to submit fund switch requests on your Flexible and Prudential Investment Plans.

Regular withdrawal instruction form

DISF0010 - Complete this form if your client wishes to request a regular withdrawal from their Prudential Investment Plan.

Tax Residency Self Certification Declaration Form

INVF11781 - Declaration form for your clients to complete to self certify their tax residency status..

Prudential Investment Plan - Policy Provisions

INVM11630 - Information on the policy provisions for the Prudential Investment Plan.

Adviser guide to investment options and fund choice

INVG10921 - A guide to help you and your client understand more about our funds available and the investment solutions available

Example Illustrations for the Prudential ISA and OEIC Fund Range

GENM11842 - This guide shows you and your client what you might get back if investing a single or regular investments into some example funds.

PruFund fund guide - Prudential ISA

INVP11876 - Prudential ISA - PruFund funds - fund guide

Prudential ISA - Master Insurance Agreement (customer version)

ISAM10089 - This document contains the main terms and conditions of the PruFund Funds available in the Prudential ISA.

The Prudential ISA

A guide to explain how our Prudential ISA works and our current approach to managing it.

Your With-Profits Plan - a guide to how we manage the PruFund range of Funds. Prudential Investment Plan, Prudential ISA, Trustee Investment Plan, Flexible Retirement Plan

WPGB0031 - Your With-Profits Plan - a guide to how we manage the PruFund range of Funds. Prudential Investment Plan, Prudential ISA, Trustee Investment Plan, Flexible Retirement Plan

PruFund Cautious Fund

INVS11397 - A factsheet to help you and your client understand more about the PruFund Cautious fund.

PruFund Growth Pension fund factsheet

INVS11256 - A factsheet to help you and your client understand more about our PruFund Growth Fund.

PruFund Global Diversification

TIO271201 - Sales aid demonstrating how globally diversified both the PruFund Growth and PruFund Cautious funds are

Your With-Profits Plan - a guide to how we manage the PruFund range of Funds. Prudential Investment Plan, Prudential ISA, Trustee Investment Plan, Flexible Retirement Plan

WPGB0031 - Your With-Profits Plan - a guide to how we manage the PruFund range of Funds. Prudential Investment Plan, Prudential ISA, Trustee Investment Plan, Flexible Retirement Plan

AKG With Profits Report - Prudential_2020

GENM11347 - AKG With Profits Report - Prudential_2020

Key features of the Prudential ISA

ISAK10081 - This booklet provides useful information about the ISA and will help clients decide which funds to invest in.

Distribution Technology Fund Mapping

GENM11365 - An independent mapping tool to allow you to create a risk profile and suitable portfolio for your client.

Adviser to client investment and inflation risk email template

GENM504114 -

Distribution Technology Fund Mapping

GENM11365 - An independent mapping tool to allow you to create a risk profile and suitable portfolio for your client.

ISA searching for better returns - adviser to client template

With reductions to interest rates on savings and government backed accounts, this adviser to client template looks at the value of investing and Prudential ISA as a potential investment solution

Providing financial strength, stability and support

GENM1118903 - A look at what makes M&G plc financially strong.

PruFund Global Diversification

TIO271201 - Sales aid demonstrating how globally diversified both the PruFund Growth and PruFund Cautious funds are

PruFund Timelines sales aid

PRUF100029510 - Performance Timelines for the PruFund Growth and PruFund Cautious funds since launch in comparison to markets

Prudential ISA

ISAF10088 - Quick guide to the Prudential ISA, which is a Stocks and Shares ISA that allows your clients to invest in a wide range of funds.

Prudential ISA – Suitability report paragraphs

ISA28504 - Information designed to help prepare your suitability report for your client.

Summary Tax Liabilities for Bonds and Collectives

POPBS48801 - Quick summary guide for your clients outlining when personal tax liability applies for Bonds and Collectives.

Where PruFund Invests - Adviser to client template

Provide your clients with more insight into their PruFund investment with a behind the scenes view of where PruFund invests

Prudential Onshore Portfolio Bond - Absolute Gift Trust Deed

POPB100015010 - POPB100015010 - Complete this form if your client wishes to choose the Absolute Gift Trust option.

Prudential Onshore Portfolio Bond - Fast facts

POPBF10001 - Quick guide to the Prudential Onshore Portfolio Bond which is an investment bond available through a number of investment wrap platforms.

Client declaration

POPBA20502 - Declaration form which must be completed when you are submitting your client's application online.

Confirmation of verification of identity form

GENM11815 - Complete this form with the Prudential Onshore Portfolio Bond application form to verify your client's details.

Confirmation verification of identity form - private individual

GENM11814 - Complete this form with the Prudential Onshore Portfolio Bond application form to verify your client's details.

Discounted Gift Trust Declaration of Health - Prudential Onshore Portfolio Bond (POPB)

INVM11831 - Complete this form so we can assess your clients health and obtain a General Practitioners report.

Draft Deed of Assignment to Beneficiaries - Onshore

INVM11064 - Complete this form if you wish to assign a policy to a beneficiary. This form is designed to be used with our Onshore Investments written under an absolute or discretionary Trust.

Full and Partial Cash in Form

POPBC10014 - Complete this form to fully or partially cash in Prudential Onshore Portfolio Bond

Fund transfer request form

POPBS10017 - Complete this form if your client wishes to make a funds transfer request.

Online submission - set-up adviser charge instruction form

POPBS10015 - Complete this form for requesting to pay a set up adviser charge, where the application is being submitted online.

Prudential Onshore Portfolio Bond

PROB10327 - Application form to open the Prudential Onshore Portfolio Bond for your client.

Prudential Onshore Portfolio Bond - Waiver of Loan

POPB100015011 - Complete this deed form to waive a loan.

Prudential Onshore Portfolio Bond - Absolute Gift Trust Deed

POPB100015010 - POPB100015010 - Complete this form if your client wishes to choose the Absolute Gift Trust option.

Prudential Onshore Portfolio Bond - Additional Loan Agreement

POPB100014710 - POPB100014710 - Complete this form where a Loan Trust is already in existence and the Settlors of the original Loan Trust would like to make an additional loan to the Trustees.

Prudential Onshore Portfolio Bond - Discretionary Gift Trust Deed

POPB100014709 - Complete this form if your client wishes to choose the Discretionary Gift Trust option.

Prudential Onshore Portfolio Bond - Probate Trust Discretionary Trust Declaration Form

POPB100015009 - POPB100015009 - Complete this form if your client wishes to choose the Discretionary Trust option.

Prudential Onshore Portfolio Bond additional investment application form

POPBT10013 - Application form if your client wishes to make an additional investment to their Prudential Onshore Portfolio Bond.

Tax residency self-certification declaration form

INVF11822 - Declaration form for your clients to complete to self certify their tax residency status.

A guide to the Onshore Portfolio Bond

POPBC10006 - Client brochure which highlights the features and benefits of the POPB

AKG With Profits Report - Prudential_2020

GENM11347 - AKG With Profits Report - Prudential_2020

Key features of the Prudential Onshore Portfolio Bond

PROF10328 - This booklet provides useful information about the Bond and will help your clients decide which funds to invest in.

5 reasons why an onshore bond may be suitable

INVS292803 - Quick summary guide outlining why an onshore bond may be suitable for your clients .

Adviser Fact Sheet template 2021

INVS0002 - A guide to help you and your client understand more about how our Investment Bonds are taxed.

Adviser Sales Aid template 2021

POPB519304 - Information designed to help prepare your suitability report for your client.

Providing financial strength, stability and support

GENM1118903 - A look at what makes M&G plc financially strong.

Prudential Onshore Portfolio Bond - Fast facts

POPBF10001 - Quick guide to the Prudential Onshore Portfolio Bond which is an investment bond available through a number of investment wrap platforms.

Summary Tax Liabilities for Bonds and Collectives

POPBS48801 - Quick summary guide for your clients outlining when personal tax liability applies for Bonds and Collectives.

Deed of Assignment

GENS6753 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from joint assignor to single assignee.

Deed of Assignment - Gift Assignment - joint to joint

GENS6754 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from joint assignor to joint assignee.

Deed of Assignment - Joint to Joint

GENS100031610 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from joint assignor to joint asignee.

Deed of Assignment - Joint to Single

GENS100031707 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from joint assignor to single asignee

Deed of Assignment - Judicial Separation, Divorce or Dissolution - Joint to Single

GENS100035913 - Complete this form to change the legal ownership of a life assurance policy implementing a financial agreement from joint assignors to single asignee.

Deed of Assignment - Judicial Separation, Divorce or Dissolution - Single to Single

GENS100036012 - Complete this form to change the legal ownership of a life assurance policy implementing a financial agreement from single assignor to single asignee.

Deed of Assignment - Single to Joint

GENS100031804 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from single assignor to joint asignee.

Deed of Assignment - Single to Single

GENS6751 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from single assignor to single assignee.

Deed of Assignment - Single to Single

GENS100027209 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from single assignor to single asignee.

Draft Deed of Assignment by Personal Representatives to Beneficiaries

INVF236001 - Complete this form where the Legal Personal Representatives, Executors or Administrators wish to assign a policy to beneficiaries.

Draft Deed of Assignment of a Policy to an Existing Trust

INVM11063 - Complete this form if you wish to assign your policy to an existing trust.

Full and Partial Cash in Form

POPBC10014 - Complete this form to fully or partially cash in Prudential Onshore Portfolio Bond

Prudential Onshore Portfolio Bond - Discretionary Gift Trust Deed

POPB100014709 - Complete this form if your client wishes to choose the Discretionary Gift Trust option.

Regular withdrawal instruction form

POPBW10008 - Complete this form if your client wishes to request a regular withdrawal from their Prudential Investment Plan.

Privacy Notice

W7403 - Information on how we process personal data

Prudential Onshore Portfolio Bond - Contract conditions

PROT10329 - Terms and conditions for the Prudential Onshore Portfolio Bond.

Statement of Charges (07/21)

PROT10330 - A statement of charges for the Prudential Onshore Portfolio Bond.

A guide to the Prudential Onshore Portfolio Bond – OWC

PRUAG02879 - A guide to the Prudential Onshore Portfolio Bond – OWC

Prudential Onshore Portfolio

POPBF93202 - A quick guide to the Prudential Onshore Portfolio Bond – OWC

Prudential Onshore Portfolio Bond - OWC client guide

POPBC870303 - The Prudential Onshore Portfolio Bond (OWC) combines the advantage of a wide choice of investment options with the taxation and trust benefits of an onshore bond.

Prudential Onshore Portfolio Bond – OWC Operational Support Guide

GENM123456 - The purpose of this document is to guide you through the illustration, application and key post issue processes associated with the Prudential Onshore Portfolio Bond – OWC.

Suitability report paragraphs for the Prudential Onshore Portfolio Bond

POPB519401 - Suitability report paragraphs for the Prudential Onshore Portfolio Bond

Absolute Trust declaration form

INVS10941 - Complete this form if your client wishes to choose the Absolute Trust option for the Loan Trust.

Adviser charge instruction form

PIPF10095 - Complete this form to set up or amend adviser charging for the Prudential Onshore Portfolio Bond – OWC product.

Client Declaration for Prudential Onshore Portfolio Bond - OWC

POPBS10016 - This declaration is to be given to the client if they have instructed you to submit an electronic application for a Prudential Onshore Portfolio Bond – OWC on their behalf.

Confirmation of verification of identity form

GENM11815 - Complete this form with the Prudential Onshore Portfolio Bond application form to verify your client's details.

Confirmation verification of identity form - private individual

GENM11814 - Complete this form with the Prudential Onshore Portfolio Bond application form to verify your client's details.

Discounted Gift Trust - Absolute Trust declaration form

INVF11284 - Complete this form to notify a declaration of trust.

Discounted Gift Trust Declaration of Health - Prudential Onshore Portfolio Bond (POPB)

INVM11831 - Complete this form so we can assess your clients health and obtain a General Practitioners report.

Discounted Gift Trust Deed (Discretionary Trust Declaration form)

INVF11285 - Complete this form to notify a declaration of trust.

Discretionary Fund Manager Selection Form

POPB101103 - Complete this form for a new Bond or for clients who have an existing Prudential Onshore Portfolio Bond and wish to invest in a Model Portfolio which is managed, on a discretionary basis, by a Discretionary Fund Manager.

Discretionary Gift Trust Form

INVS10940 - Declaration form which must be completed when you are setting up a Discretionary Trust fund.

Full and Partial Cash in Form

POPBC10014 - Complete this form to fully or partially cash in Prudential Onshore Portfolio Bond

Fund transfer request form

POPBS10017 - Complete this form if your client wishes to make a funds transfer request.

Online submission adviser charge instruction form

POPBS10090 - Complete this form for requesting to pay a set-up and/or ongoing adviser charge, where the application is being submitted online.

Prudential Onshore Portfolio Bond - Additional Loan Agreement

POPB100014710 - POPB100014710 - Complete this form where a Loan Trust is already in existence and the Settlors of the original Loan Trust would like to make an additional loan to the Trustees.

Prudential Onshore Portfolio Bond – OWC: Additional Investment application form

POPB162602 - This form can only be used for additional investments into the Prudential Onshore Portfolio Bond – OWC

Tax residency self-certification declaration form

INVF11822 - Declaration form for your clients to complete to self certify their tax residency status.

UK Gift Trust absolute form

INVS10942 - Declaration form which must be completed when you are setting up a Trust Fund in Absolute Trust.

Key Features of the Prudential Onshore Portfolio Bond – OWC

PROF10329 - A guide to explain the key features of the Prudential Onshore Portfolio Bond – OWC.

Summary Tax Liabilities for Bonds and Collectives

POPBS48801 - Quick summary guide for your clients outlining when personal tax liability applies for Bonds and Collectives.

Deed of Assignment

GENS6753 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from joint assignor to single assignee.

Deed of Assignment - Gift Assignment - joint to joint

GENS6754 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from joint assignor to joint assignee.

Deed of Assignment - Joint to Joint

GENS100031610 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from joint assignor to joint asignee.

Deed of Assignment - Joint to Single

GENS100031707 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from joint assignor to single asignee

Deed of Assignment - Judicial Separation, Divorce or Dissolution - Joint to Single

GENS11734 - Complete this form to change the legal ownership of a life assurance policy implementing a financial arrangement from joint assignors to single assignee.

Deed of Assignment - Judicial Separation, Divorce or Dissolution - Joint to Single

GENS100035913 - Complete this form to change the legal ownership of a life assurance policy implementing a financial agreement from joint assignors to single asignee.

Deed of Assignment - Judicial Separation, Divorce or Dissolution - Single to Single

GENS100036012 - Complete this form to change the legal ownership of a life assurance policy implementing a financial agreement from single assignor to single asignee.

Deed of Assignment - Single to Joint

GENS100031804 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from single assignor to joint asignee.

Deed of Assignment - Single to Single

GENS100027209 - Complete this form to change the legal ownership of a life assurance policy by way of gift only from single assignor to single asignee.

Discretionary Fund Manager Selection Form

POPB101103 - Complete this form for a new Bond or for clients who have an existing Prudential Onshore Portfolio Bond and wish to invest in a Model Portfolio which is managed, on a discretionary basis, by a Discretionary Fund Manager.

Full and Partial Cash in Form

POPBC10014 - Complete this form to fully or partially cash in Prudential Onshore Portfolio Bond

Letters of Wishes

INVM10972 - Complete this form if your client, the settlor of a trust wishes to inform trustees the matters to be taken into account when trustees are exercising their discretionary powers.

Regular withdrawal instruction form

POPBW10008 - Complete this form if your client wishes to request a regular withdrawal from their Prudential Investment Plan.

POPBT145003 07-21

POPBT145003 - Contract conditions for the Prudential Onshore Portfolio Bond – OWC

Privacy Notice

W7403 - Information on how we process personal data

Statement of charges for the Prudential Onshore Portfolio Bond – OWC

POPBT145102 - Statement of charges for the Prudential Onshore Portfolio Bond – OWC

ESG - Q&A for advisers

GENM100026603 - A summary of key questions and answers on what ESG is and how it is incorporated within the M&G Treasury and Investment Offices ESG policy.

Professionals' guide to drawdown

GENM416404 - Guide to Drawdown - a professional view for 2019-2020

Prudential Retirement Account Distribution death benefits

RACS467208 - A leaflet explaining how death benefits are distributed using the Retirement Account

Retirement Account Key Reasons

RACS439901 - Retirement Account Key Reasons

Retirement Account and our Environmental, Social & Governance (ESG) range

GENM1021103 - Retirement Account and our Environmental, Social & Governance (ESG) range

Retirement Account fast facts

RACS191502 - An overview of the features and options available on the Retirement Account.

Retirement Account monthly fund list

monthly-fund-list - A monthly list of the investment options available within the Retirement Account in addition to our PruFund range of funds.

Client information data capture form

RACF573604 - This client information form is intended to help identify and collate the necessary client details needed when converting an illustration into an online submission for the Prudential Retirement Account.

New Business Declaration

RACF167902 - Declaration confirming details given for the Retirement Account are correct and complete

Retirement Account Adviser Declaration – Top Ups

RACF1117301 -

PruFund fund guide - Prudential Retirement Account

INVB205504 - A guide to help you and your client understand more about our funds available and the investment solutions available.

Your Guide to The Prudential Retirement Account

RACG1053602 - Prudential Retirement Account, client guide, incorporating ‘Taking your pension benefits’.

Retirement Account monthly fund list

monthly-fund-list - A monthly list of the investment options available within the Retirement Account in addition to our PruFund range of funds.

AKG With Profits Report - Prudential_2020

GENM11347 - AKG With Profits Report - Prudential_2020

Professionals' guide to drawdown

GENM416404 - Guide to Drawdown - a professional view for 2019-2020

Retirement Advice - an art or a science?

Retirement Advice

Key Features of the Prudential Retirement Account

RACK164801 - This guide provides useful information about the Account and will help clients decide which funds to invest in.

Drawdown Aims and Objectives Checklist

FRPM10431 - A checklist to help you meet the regulatory guidelines for your clients' first move to drawdown.

Drawdown Review Checklist

FRPF282601 - A checklist to help you meet the regulatory guidelines for your clients' subsequent move to drawdown.

ESG - Q&A for advisers

GENM100026603 - A summary of key questions and answers on what ESG is and how it is incorporated within the M&G Treasury and Investment Offices ESG policy.

Providing financial strength, stability and support

GENM1118903 - A look at what makes M&G plc financially strong.

The different stages of retirement planning

Through different stages of retirement planning advisers will need to consider different solutions for their clients.

The importance of sequencing returns

FRPS251704 - A sales aid to help you explain how 'Sequencing of risk' works and how our PruFund range of funds can your clients' retirement solutions.

Adviser charge instruction form

RACF167906 - Complete this form for any change to the adviser charge instructions

Client information data capture form

RACF573604 - This client information form is intended to help identify and collate the necessary client details needed when converting an illustration into an online submission for the Prudential Retirement Account.

Confirmation of verification of identity form

RACF352003 - Complete this form with the Retirement Account application form to verify your client's details

DDIPRA - Retirement Account Direct Debit Mandate form 05-21

Complete this form to instruct your Bank or Building Society to make payments to your Retirement Account by direct debit.

Expression of wish form - Retirement Account

RACF167903 - Complete this form to inform Prudential how you would wish any death payments to be distributed from your Retirement Account.

Lifetime Allowance & Protection form

PROF6527 - Complete this form if your client is taking benefits when they have a Personal Lifetime Allowance or their benefits exceed the Standard Lifetime Allowance

New Business Declaration

RACF167902 - Declaration confirming details given for the Retirement Account are correct and complete

Prudential Retirement Account Terms and Conditions

RAC166602 - Prudential Retirement Account Terms and Conditions

Adviser Sales Aid template 2021

TIPS10014 - Quick guide to the Trustee Investment Plan (Series A) which is a single premium investment for Trustees of UK registered pensions schemes.

Lump Sum Death Benefits

PENS6656 - This leaflet covers the position on death before age 75 where there is an uncrystallised death benefit.

The SIFA Professional Handbook of Trustee Investment

PRUAG02068 - The 8th edition written by our technical team.

Confirmation of verification of identity form - Corporate and other non-personal entity

GENM10278 - Complete this form application form to verify your client's details.

Trustee Investment Plan application form

P789 - Application form to open the Trustee Investment Plan for your client

A guide to your Trustee Investment Plan

TIPB10049 - This guide will show your client how Prudential's Trustee Investment Plan can access various investment solutions.

PruFund Global Diversification

TIO271201 - Sales aid demonstrating how globally diversified both the PruFund Growth and PruFund Cautious funds are

Trustee Investment Plan bonus rates

TIPS10005 - Bonus rates for the With-Profits fund held within the Trustee Investment Plan.

Trustee Investment Plan fund guide

PENB6567 - A guide to help you and your client understand more about our funds available

The SIFA Professional Handbook of Trustee Investment

PRUAG02068 - The 8th edition written by our technical team.

Trustee Investment Plan

P785a - This booklet explains our Trustee Investment Plan and provides information for trustees of a UK pension scheme.

Distribution Technology Fund Mapping

GENM11365 - An independent mapping tool to allow you to create a risk profile and suitable portfolio for your client.

Distribution Technology Fund Mapping

GENM11365 - An independent mapping tool to allow you to create a risk profile and suitable portfolio for your client.

PruFund Global Diversification

TIO271201 - Sales aid demonstrating how globally diversified both the PruFund Growth and PruFund Cautious funds are

Trustee Investment Plan Adviser Lead Generation Letter

Trustee Investment Plan Adviser Lead Generation Letter

Adviser charge instruction form

TIPF10040 - Complete this form for any change to the adviser charge instructions

Lifetime Allowance & Protection form

PROF6527 - Complete this form if your client is taking benefits when they have a Personal Lifetime Allowance or their benefits exceed the Standard Lifetime Allowance

Trustee Investment Plan investment alteration form

TIPF10001 - Complete this form if your client wishes to alter their investment strategy.

Withdrawal request form

P922 - Complete this form if your client wishes to request a withdrawal from their Trustee Investment Plan

Policy Document - Trustee Investment Plan (Series A). For Plans taken out on or after 28th April 2014

TIPT10047 - Terms and conditions for the Trustee Investment Plan (Series A). For Plans taken out on or after 28th April 2014