Get This Form Should Only Be Used For Applications For The Prudential

Filling out the Prudential application form requires careful attention to detail. This guide will walk you through each section of the form, ensuring a smooth and accurate submission.

Follow the steps to complete your application efficiently.

1. Click ‘Get Form’ button to obtain the application form and open it in the editor.
2. Begin with the section titled 'Important Information'. Review and understand the implications of your application choice, whether it is for a Life Assured or Capital Redemption option.
3. Proceed to the 'Ownership details' section. Identify the type of investment (personal, trust, or company) and select the relevant section. Tick only one box appropriately.
4. Complete 'Section 1 – Personal investment', if applicable. Provide information for each applicant, including name, address, date of birth, nationality, and any existing policies with Prudential International.
5. If selecting a Trust or Trustee investment, fill out 'Section 2' by providing details about the trust, including trustee information and tax residence.
6. For company investments, navigate to 'Section 3'. Enter the company details, including company name, tax residence, and directors.
7. Move to 'Section 5' where you detail your investment amount and any adviser charges. Ensure accuracy in calculations, and include your total investment minus adviser charges.
8. In 'Section 6', specify the payment details and the source of wealth to comply with Anti-Money Laundering regulations. This is essential for processing your application.
9. For 'Section 7', choose your preferred currency for different aspects of the bond. This includes investment currency and payment currency.
10. In 'Section 8', select your investment funds and specify the percentages of total investment. Ensure the total equals 100%.
11. If you wish to take regular withdrawals, complete 'Section 9', specifying amounts, intervals, and fund selection.
12. If applicable, fill out 'Section 10' regarding ongoing adviser charges. Enter the details as needed including the frequency of payment.
13. In 'Section 12', carefully read and sign the declaration. Ensure you understand the implications of the application before submitting.
14. Once all sections are complete, review your form for accuracy. Save your changes, download, print, or share the form as required.

Complete your Prudential application online today to ensure a smooth investment process.