Document library
Download all our latest literature here.
Customer Information & Guides
- A beginner’s guide to investing
- Contacting FPI
- FPI - A strong and trusted choice
- FPI Portal - Online Switching and Redirection User Guide
- FPI Portal - Save Time, Go Online
- Funds for Beginners
- Maintaining Premiums
- Manteniendo Tus Primas
- Premier - Rewarding investments
- Reactivar tus primas
- Restarting premiums
- Source of Funds Procedures
- Source of Wealth Form
- The Isle of Man - a world leader
- Verification of ID and Address - Guidelines
- Why Top Up? - Single Premiums
- Your premium options
Administrative forms
- Addendum to application forms - IOMFSA Conduct of Business
- 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) FAQs
- Automatic Exchange of Information (AEOI) definitions
- 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
- Pension Trustee Application Form
- Portfolio Bond Dealing Instruction
- Request for Payment on Death
- Specimen Signature Form
- Update your contact details
- Withdrawal or surrender of Policy
Reserve
- Additional single premium (top up) - Open architecture products
- 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
- Reserve Charging Structures
- Reserve Corporate Application form
- Reserve Key Features - Personalised Assets (WOL)
- Reserve Pension Trustee Application form
- Reserve Product Guide
- Source of Funds Procedures
- Source of Wealth Form
- 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
- Regular Premium Increase
- Why Top Up? - Single Premiums
- Why top up your Premier policy? - Regular Premiums
International Protector Middle East
- A men and womens perspective of cancer in the Middle East
- Are you prepared to deal with critical illness?
- Claim Statistics between 2020 and 2022
- Everything you need to know about Critical Illness Cover
- IPME Comprehensive Product Guide
- Leading health concerns for men and women
- Protection plan brochure - An overview of available cover options
- The 'Big 5'
- What is Best Doctors?
- Which is more beneficial - Critical Illness or Medical Insurance cover?