Platform documents and forms
Here you can find all the documents and form relating to the platform and the wrappers we offer, such as Terms & Conditions and Key Feature Documents. All in one place.
Platform Documents
- Terms and Conditions
- Fees schedule
- User Access Request Form
- Regular Employer Contribution Agreement
- Best Execution Policy
- Client Brochure
Templates
Sample documents
- Tax Voucher
- Retirement Options Pack
- Pension Choices
- Retirement Factsheet
- Flexi-access RBCE Statement
- Contract Note