Literature library

In this section you will find details of the literature available to you and your clients.


Title Code
IPB Application Form  INVF10248
IPB Top-Up Application Form
Funds Transfer Request Form GENM5175
Tax Residency Self-Certification Form INVF11804
Acceptance of Business Criteria Code
Acceptance of Business Criteria IPBB10252
Anti Money Laundering Requirements Guide IPBB10303
Prohibited Countries List INVS11280
Declarations Code
Declaration of Residence Form  INVF10979

Sales Aids

Title Code
PruFund Annual Returns PRUF479302
IPB - A potential solution for your QROPS' needs IPBS656801
Bonus Rates  GENM6349
IPB Expected Growth Rates IPBB10136
PruFund Growth (Euro) INVF10936
PruFund Growth (Sterling) INVF10935
PruFund Growth (USD) INVF10937
PruFund Cautious and Protected Cautious (Euro) INVF11117
PruFund Cautious and Protected Cautious (Sterling) INVF11118
PruFund Cautious and Protected Cautious (USD) INVF11119
PAC Euro With-Profits Fund  INVS10585 
PAC US Dollar With-Profits Fund  INVS10021
PAC Sterling With-Profits Fund  INVS10584
IPB Fast Facts IPBB10032
PruFund Range of Funds: Guarantee Options  IPBS10167
PruFund range of Funds (UK/Non-UK)
WP Track Record IPBB71707

Interactive Prufund Factsheets

Client Brochures

Title Code
IPB Funds Guide INVB5260
IPB Guide to Investing in the PruFund Range of Funds IPBB10046
Dynamic Portfolios Quarterly Review INVB11277
IPB Client Guide IPBB10044

Key Features

Title Code
IPB Key Features (Life Assured) IPBK10164
IPB Key Features (Capital Redemption) IPBK10165
IPB Key Features (top-up) IPBK10010
IPB Key Features (Capital Redemption Option – top-up payments) IPBK10011
Target Market Information GENM940308

Servicing Forms

Title Code
Change of Address INVF10826
IPB Regular Withdrawal IPBF10037
IPB Full or Partial Cash-In IPBF10045
Anti Money Laundering Requirements Guide  IPBB10303
Fund Switch Request Form  IPBF10036

Contract Conditions

Title Code
IPB Contract Conditions (Life Assured) IPBB6520
IPB Contract Conditions (Capital Redemption) IPBB6529

Statement of Charges

Title Code
IPB Statement of Charges (Life Assured) IPBM10158
IPB Statement of Charges (Capital Redemption) IPBM10160

Charges and Costs

Title Code
IPB Product Charges PIAIDD100051013