Professional Portfolio Forms

Professional Portfolio Forms
Name Description Client Type Type/Size
Portfolio Bond Dealing Instruction Form Portfolio Bond Dealing Instruction Form All PDF (82 KB)
Nomination / Change of Beneficiary Form To nominate or change the name of a beneficiary of your policy All PDF (22 KB)
Encashment Request Form Full/Partial encashment of a Portfolio Bond All PDF (116 KB)
Source of funds questionnaire For Financial Adviser use only All PDF (122 KB)
Lost policy declaration This form must be completed if the policy documents are lost in transit or have never been received by the client. New policy documents will then be re-issued by Generali International. All PDF (117 KB)
Client Confirmation To be completed before investing into certain funds (Standard Waiver) All PDF (319 KB)
Client Confirmation To be completed before investing into certain funds (Defined Return) All PDF (371 KB)
Deed of Assignment To be completed when assigning a portfolio bond. All PDF (37 KB)