Prudential ISA customer recommendation literature
This page contains the main documentation you will have to provide to your client to set up a new Prudential ISA. Additional literature is available through the product literature section.
Some of the documents are owned by Prudential and some are owned by Link. If you select the Key Important Information Documents for the OEIC fund range you'll be asked to accept Link's investor notice to access the document. You'll only need to do this once in any browser session.
This guide provides your client with details of the main features of the Prudential ISA.
Terms and conditions of the Prudential ISA
This document contains the main terms and conditions of the Prudential ISA provided through Link Financial Investments Limited.
This document provides example illustrations for investing in PruFunds and OEICs within the Prudential ISA based on a range of initial investment amounts.
This booklet provides useful information about the ISA and will help clients decide which funds to invest in.
This document contains the main terms and conditions of the PruFund Funds available in the Prudential ISA.
This document contains the main terms and conditions of the PruFund Funds available in the Prudential ISA.
This guide explains briefly how our With-Profits Fund works and our current approach to managing it.
Key Information Document (KID) and Investment Option Document (IOD)
If your client is investing in any of the PruFund Funds available under the Prudential ISA you'll have to provide them with the relevant KID(s) and IOD(s) based on the the type of payments to me made, i.e. single contribution/transfer payment and/or regular contribution, and the relevant PruFund funds for those payments.
Follow the link below to obtain the relevant documents. The documents are split into two sections:
- The KID for the Life Insurance Policy within the Prudential ISA which should be used for a single contribution/transfer payment, and the associated IODs for each PruFund fund.
- The KID for the Life Insurance Policy within the Prudential ISA - Regular Investment which should be used for a regular contribution, and the associated IODs for each PruFund fund.
Cost and charges disclosure
If your client is investing in any of the PruFund Funds available under the Prudential ISA you'll have to provide them with ex-ante cost and charges information before they invest in their selected investments. The following documents provide the ex-ante cost and charges information for each of the PruFund Funds available under the Prudential ISA.
- Pru ISA_Costs and charges disclosure_Cautious Fund.pdf
- Pru ISA_Costs and charges disclosure_Growth Fund.pdf
- Pru ISA_Costs and charges disclosure_Risk Managed 1 Fund.pdf
- Pru ISA_Costs and charges disclosure_Risk Managed 2 Fund.pdf
- Pru ISA_Costs and charges disclosure_Risk Managed 3 Fund.pdf
- Pru ISA_Costs and charges disclosure_Risk Managed 4 Fund.pdf
- Pru ISA_Costs and charges disclosure_Risk Managed 5 Fund.pdf
If your client is investing in any of the LF Prudential Risk Managed OEICs available under the Prudential ISA, you'll need to provide the following documents to your client for each of the OEICs to be invested in.
Key Investor Information Document - Share Class R
- LF Prudential Risk Managed Active 1 Class R
- LF Prudential Risk Managed Active 2 Class R
- LF Prudential Risk Managed Active 3 Class R
- LF Prudential Risk Managed Active 4 Class R
- LF Prudential Risk Managed Active 5 Class R
- LF Prudential Risk Managed Passive 1 Class R
- LF Prudential Risk Managed Passive 2 Class R
- LF Prudential Risk Managed Passive 3 Class R
- LF Prudential Risk Managed Passive 4 Class R
- LF Prudential Risk Managed Passive 5 Class R
Cost and charges disclosure - Share Class R
- LF Prudential Risk Managed Active 1 Class R Accumulation.pdf
- LF Prudential Risk Managed Active 2 Class R Accumulation.pdf
- LF Prudential Risk Managed Active 3 Class R Accumulation.pdf
- LF Prudential Risk Managed Active 4 Class R Accumulation.pdf
- LF Prudential Risk Managed Active 5 Class R Accumulation.pdf
- LF Prudential Risk Managed Passive Fund 1 Class R Accumulation.pdf
- LF Prudential Risk Managed Passive Fund 2 Class R Accumulation.pdf
- LF Prudential Risk Managed Passive Fund 3 Class R Accumulation.pdf
- LF Prudential Risk Managed Passive Fund 4 Class R Accumulation.pdf
- LF Prudential Risk Managed Passive Fund 5 Class R Accumulation.pdf