PIMS downloads
Life Assurance
Core literature
- PIMS Guide to Investment
- PIMS Life Assurance Product Guide
- PIMS Life Assurance Terms and Conditions (Sample)
Sales Aids
- Asset Transfer
- PIMS and Pension 0.3
- PIMS and Pension 0.4
- PIMS and Pensions Upfront Charges - GBP
- PIMS and Pensions Upfront Charges - USD
- The importance of currency
- The importance of currency: Asian market
- Track Your RL360 Plan Online
- Why choose PIMS?
FORMS
- Asset transfer form
- Authorisation to pay a financial adviser fee
- Confirmation of residential address
- Dealing instruction
- Discretionary manager appointment
- Investment Adviser Appointment Fee
- Request to appoint investment adviser and pay charge
- Request to pay a financial adviser charge
- Source of wealth form
- Telegraphic transfer instruction
- Valuation Fee Authorisation Form
Apply
- PIMS Additional Payment Form - Company and Individual Trustee
- PIMS Additional Payment Form - Corporate Trustee
- PIMS Additional Payment Form - Individual
- PIMS Life Assurance Application Form
- PIMS Life Assurance Company and Individual Trustee Application Form
- PIMS Life Assurance Corporate Trustee Application Form
- PIMS Life Assurance Pension Trustee Application Form
Trusts
- DGT Access Fund How Does It Work?
- DGT Deed
- DGT How Does It Work?
- Discounted Gift Trust health questionnaire
- Discounted Gift Trust reporting requirements
- Discounted Gift Trust technical guide
- Income for existing DGT
Technical
QROPS
Capital Redemption
Core literature
- PIMS Capital Redemption Product Guide
- PIMS Capital Redemption Terms and Conditions (Sample)
- PIMS Guide to Investment
Sales Aids
- Asset Transfer
- PIMS and Pension 0.3
- PIMS and Pension 0.4
- PIMS and Pensions Upfront Charges - GBP
- PIMS and Pensions Upfront Charges - USD
- The importance of currency
- The importance of currency: Asian market
- Track Your RL360 Plan Online
- Why choose PIMS?
FORMS
- Asset transfer form
- Authorisation to pay a financial adviser fee
- Confirmation of residential address
- Dealing instruction
- Discretionary manager appointment
- Investment Adviser Appointment Fee
- Request to appoint investment adviser and pay charge
- Request to pay a financial adviser charge
- Source of wealth form
- Telegraphic transfer instruction
- Valuation Fee Authorisation Form
Apply
- PIMS Additional Payment Form - Company and Individual Trustee
- PIMS Additional Payment Form - Corporate Trustee
- PIMS Additional Payment Form - Individual
- PIMS Capital Redemption Application Form
- PIMS Capital Redemption Company and Individual Trustee Application Form
- PIMS Capital Redemption Corporate Trustee Application Form
- PIMS Capital Redemption Pension Trustee Application Form
Trusts
- DGT Access Fund How Does It Work?
- DGT Deed
- DGT How Does It Work?
- Discounted Gift Trust health questionnaire
- Discounted Gift Trust reporting requirements
- Discounted Gift Trust technical guide
- Income for existing DGT