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Our most popular Wrap Offshore Bond documents

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Wrap Offshore Bond Key Features

An overall summary of the product to help you decide whether it is the right choice for you.

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Wrap Offshore Bond Terms and Conditions

The full terms upon which the product operates, provided by RL360 Insurance Company Limited.

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Charges Schedule

A table of our charges for administering the product.

 

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Wrap Offshore Bond Guidelines for Permitted Assets

A list of the types of investment options available within the product.

Product information

blue literature iconWrap Offshore Bond Terms and Conditions

blue literature iconWrap Offshore Bond Key Features

blue literature iconWrap Offshore Bond Key Information Document - Capital Redemption Policy

blue literature iconWrap Offshore Bond Key Information Document - Life Assured Policy

blue literature iconWrap Charges Schedule

blue literature iconWrap Offshore Bond Guidelines for Permitted Assets

blue literature iconWrap Technical Guide

Charges

blue literature iconWrap Charges Schedule

blue literature iconWrap Adviser Charges Form

Making an application

blue literature iconWrap Offshore Bond Application Form for Individual Applicants

blue literature iconWrap Offshore Bond Application Form for Corporate Entities

blue literature iconWrap Offshore Bond Application Form for Trustees

blue literature iconAppointment of Financial Adviser Form

blue literature iconPower of Attorney Registration Form

Moving money in

blue literature iconWrap Offshore Bond Application Form for Additional Investments

Investing within the Investment Centre

blue literature iconInvestment Centre Buy Form

blue literature iconInvestment Centre Regular Buy Form

blue literature iconInvestment Centre Switch Form

blue literature iconInvestment Centre Sell Form

blue literature iconInvestment Centre Regular Sell Form

blue literature iconInvestment Centre Key Features Guide

blue literature iconWrap Investment Centre Funds List

blue literature iconShare Class Conversion Form

blue literature iconManaged Portfolio Panel Terms and Conditions

Investing directly

blue literature iconInstruction to Trade Form

Taking money out

blue literature iconWrap Offshore Bond Partial Surrender/Regular Withdrawal Form

blue literature iconWrap Offshore Bond Full Surrender Form

General guides and policies

blue literature iconOrder Transmission Policy

blue literature iconHow your Money and Investments are held within James Hay Products

blue literature iconGuide to Investment Risk

blue literature iconGuide to our Complaint Procedure

blue literature iconManaging cash in your James Hay products

Wrap Trust literature

blue literature iconWrap Loan Trust

blue literature iconWrap Bare Probate Trust

blue literature iconWrap Gift Trust

blue literature iconWrap Discounted Gift Trust

blue literature iconDeed of Appointment of a Share to/Revocation of a Share of a Beneficiary in a Flexible or Discretionary Trust

All our guides are available in Braille, large print or as an audio version. To find out more, call us on 03455 212 414 (or via the Typetalk service on 18001 03455 212 414).