Get Prudential Investment Plan Application Form. Application Form To Open The Prudential Investment

This guide provides clear, step-by-step instructions for completing the Prudential Investment Plan Application Form. Following these steps will ensure a smooth and efficient application process for your investment.

Follow the steps to accurately fill out the application form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by providing personal details of the person(s) to be covered. Complete all mandatory fields using black ink and capital letters. Indicate the gender and date of birth for each individual.
3. In the next section, detail the investment amount and set-up adviser charge instructions. Ensure that all fields marked as mandatory are completed accurately.
4. Specify the funds in which you wish to invest your money. Fill in the required percentages and confirm that the total equals 100%.
5. If you are intending to set up ongoing adviser charges, select the applicable options and frequency of payments. Ensure to read any related notes that may impact your plan.
6. If applicable, indicate any regular withdrawal amounts and provide banking details for the account you wish the withdrawals to be deposited into.
7. Complete the declaration section. This includes reading the necessary documentation and acknowledging your understanding of the product, which is imperative for your protection.
8. Review all entered information for accuracy and completeness. Ensure all mandatory fields are filled out and comply with submission guidelines.
9. Once all sections are completed, you can save changes, download, print, or share the form as needed.

Complete your Prudential Investment Plan Application Form online to start your investment journey today.