Get Standardlife International

This guide provides a comprehensive overview of the StandardLife International application form for additional payments. Whether you are an individual looking to make an investment or a trustee making additional contributions, this user-friendly approach will help you navigate through the form effectively.

Follow the steps to complete the StandardLife International application form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with Part 1, which requests details about your investment. Fill in the name of the first bond holder and provide the bond number in the designated fields.
3. Move to Part 2, where you need to indicate the source of wealth. Check all applicable boxes that describe how you acquired the money you wish to invest.
4. Proceed to Part 3a to specify your one-off lump sum investment. Indicate the amount you wish to invest and choose your payment method from the provided options (CHAPS/Telegraphic Transfer, BACS, or Cheque). Ensure that you have the correct bank details if applicable.
5. If applicable, complete Part 3b for recurrent single payments where you will provide the desired investment amount and payment frequency.
6. In Part 4, select your investment choices. Fill in the table with details regarding the funds you wish to invest in, including the fund codes and the percentage of total investment for each.
7. For Part 5, outline how you want to pay your adviser. Complete sections for initial and ongoing adviser charges as required.
8. Finally, review Part 6 and ensure that all necessary individuals sign and date the declaration, confirming all information is accurate and complete.
9. Once all sections are filled out, save the changes, download the document, and share or print the form as needed.

Complete your documents online today to ensure your investments are processed efficiently.