Portfolio Bond

Portfolio Bond is no longer open to new business or increments.

Please click on the links below to view our literature and servicing forms for the Portfolio Bond:

Forms

• Change of IFA
• Change of address
• Appointment of investment adviser (UK investors)
• Appointment of investment adviser (Non-UK investors)
• Appointment of discretionary manager – client agreement
• Dealing recommendations
• Regular dealing facility
• Partial surrender
• Full surrender
• Regular withdrawals

Contact us

Feel free to contact us if you have any further questions about your existing Portfolio bond:

Post:	Scottish Widows PO Box 138 Victoria Road Douglas Isle of Man IM99 1LT
Telephone:	01624 624500
Fax:	01624 624600
Email:	IoMAccountExecs@scottishwidows.im

Existing customers