Document library
Download all our latest literature here.
Administrative forms
- Access medical reports consent (UK)
- Addendum to application forms - IOMFSA Conduct of Business
- Additional Lives Assured
- Additional single premium (top up) - Open architecture products
- Application to restart a policy
- Appointment of Investment Adviser
- Appointment of a Suitable Certifier
- Automatic Exchange of Information (AEOI) - Entity Self-Certification
- Automatic Exchange of Information (AEOI) - Individual Self-Certification
- Automatic Exchange of Information (AEOI) definitions
- Bank Instructions Letter - Bonds
- Build diversification into your portfolio
- Confirmation of residential address
- Direct Charge Authority
- Draft deed of assignment by gift
- Dual Authority Declaration
- FPI Portal - Account Authorisation - Client
- FPI Portal - Account Authorisation - Third Party
- Fixed Term Deposit - Client Investment Declaration
- Form - Appointment of Third Party Payee
- Malta trust business - Appointment of investment adviser or discretionary asset manager and custodian
- Malta trust business - Optional Management Authority
- Optional Management Authority
- Pension Trustee Application Form
- Portfolio Bond Dealing Instruction
- Request for Payment on Death
- Specimen Signature Form
- Supplementary Declaration for US Nationals
- Terms of Business
- The Protection Trust Deed
- Withdrawal or surrender of Policy
Information & Guides
- A beginner’s guide to investing
- Contacting FPI
- Dealing with your Customer Complaint
- FPI - A strong and trusted choice
- FPI Guide to tackle cybercrime for Financial Advisers
- FPI Portal - Online Dealing User Guide
- FPI Portal - Online Switching and Redirection User Guide
- FPI Portal - Save Time, Go Online
- International Protector Trust Guide Notes
- Long term investing - the benefits of staying invested
- Long term saving - Unit Cost Averaging
- Source of Funds Procedures
- Source of Wealth Form
- The Isle of Man - a world leader
- Verification of ID and Address - Guidelines
- What happens to my money?
- Why Top Up? - Single Premiums
Reserve
- Appointment of Discretionary Manager
- Ardan Platform Appointment Form
- Asset Exchange Form
- Build diversification into your portfolio
- Capital Redemption personalised Assets (Contract conditions)
- Fixed Term Deposit - Client Investment Declaration
- Optional Management Authority
- Reserve Application form
- Reserve Charging Structures
- Reserve Corporate Application form
- Reserve Key Features - Personalised Assets (WOL)
- Reserve Pension Trustee Application form
- Reserve Product Guide
- Whole of life personalised assets (Policy conditions)
Top Ups
- Additional Single Contribution (Capital Redemption)
- Additional Single Contribution (Capital Redemption) for Corporate Trustees
- Additional single premium (top up) - Open architecture products
- Additional single premium - Unit linked products
- Premier Advance Higher allocation rates for top ups
- Regular Premium Increase
- Why Top Up Your Premier Policy? - Regular Premiums
- Why Top Up? - Single Premiums
Underwriting
- Anxiety, stress and depression questionnaire
- Arthritis and joint pain questionnaire
- Aviation questionnaire
- Back and neck pain questionnaire
- Covid-19 Questionnaire
- Cysts, growths, lumps or tumours questionnaire
- Diabetes questionnaire
- Digestive system questionnaire
- Diving questionnaire
- Drug use questionnaire
- Equestrian activity questionnaire
- General medical conditions questionnaire
- Gynaecological questionnaire
- HIV declaration and consent
- Hazardous sports questionnaire
- Hypertension questionnaire
- Military Services questionnaire
- Oil and Natural Gas questionnaire
- Respiratory conditions questionnaire
- Surgical questionnaire
- Thyroid questionnaire
International Protector Middle East
- A men and womens perspective of cancer in the Middle East
- Accidental Death Benefit Cover and Advance Claim Payment
- Approved Doctors Clinics near you
- Are you prepared to deal with critical illness?
- Claim Statistics between 2020 and 2022
- Covid-19 factsheet - your questions answered
- Everything you need to know about Critical Illness Cover
- Form - Appointment of Third Party Payee
- Form - IPME Application
- Form - Medical fee reimbursement
- Form - Mortgage Protection Application
- IPME - Covid-19
- IPME Comprehensive Product Guide
- IPME Kingdom of Saudi Arabia (KSA) - Guidance Note
- IPME Underwriting Guide
- Leading health concerns for men and women
- Medical examinations and tests - what to expect
- Notice of Irrevocable Beneficiary Designation
- Policy Conditions - Life or Earlier Critical Illness or Critical Illness Cover
- Policy Conditions - Life or Life and Total and Permanent Disability Benefit
- Protection plan brochure - An overview of available cover options
- The 'Big 5'
- The Protection Trust Deed
- Trust Guide Notes
- What is Best Doctors?
- Which is more beneficial - Critical Illness or Medical Insurance cover?