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  Thursday, May 23, 2013 document centre  Time now: 17:13

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The following documents are available to view and download to save and print. You will need adobe acrobat reader to view these documents. This can be downloaded free of charge here.

Please return all completed application forms to:
My Personal Finances Limited, FREEPOST, Edinburgh, EH6 6ZQ.

Annuities - Factsheet (295.525 Kb)
FSA factsheet on pension annuity, income drawdown and retirement options.

Annuities - Fixed Price Cash Back Service (99.308 Kb)
Details of the cash back available through our discount direct service.

ASU - Accident, Sickness & Unemployment Cover (479.753 Kb)
Protect your mortgage payments with ASU insurance.

Business Insurance - Credit Insurance (export addendum) (59.837 Kb)

Business Insurance - Credit Insurance Quote Form (UK) (75.96 Kb)

Business Insurance - Liability Insurance Quote Form (41.017 Kb)

Business Insurance - Motor Fleet Insurance Quote Form (39.829 Kb)

Business Insurance - Professional Indemnity Quote Form (122.422 Kb)

Business Insurance - Shop Insurance Quote Form (50.27 Kb)

Business Insurance - Terms Of Business Document (95.577 Kb)

Equity Release - Key Facts Documents (91.674 Kb)

Equity Release Schemes - FSA Fact Sheet (329.438 Kb)
Information on lifetime mortgages and equity release from the FSA.

Equity Release Schemes - Safe Home Income Plan Booklet (964.988 Kb)

Guaranteed Equity Bonds - Fixed Price Cash Back Service (92.409 Kb)
Details of the cash back available through our discount direct service.

Independent Financial Advice - Advice explained (28.814 Kb)
The Benefit of Independent Financial Advice.

Independent Financial Advice - Client Agreement (83.426 Kb)
Key Facts about the cost of our advisory services.

Independent Financial Advice - Your Log Book (61.867 Kb)
Record the details of all of your financial affairs in one easy reference book.

Investment Bonds - Factsheet (85.247 Kb)
FSA Factsheet on with profit investment bonds.

Investment Bonds - Fixed Price Cash Back Service (103.106 Kb)
Details of the cash back available through our discount direct service.

Investments - Ethical Investment Questionnaire (50.808 Kb)

Investments - How To Build A Portfolio (105.977 Kb)
Information on risk, asset class, geographic weightings and model portfolio's.

ISA - List Of Funds (My Investment Centre) (738.355 Kb)
List of funds available in our online account.

ISA - Online Discount Service (My Investment Centre) (87.921 Kb)
Details of the discounts on our on line fund site.

Mortgage Advice - Factsheet (49.948 Kb)
FSA factsheet on mortgages. What if...

Pension Planning - Guide To Contracting Out & SP2 (105.003 Kb)
FSA factsheet on contracting out of SP2.

Pension Planning - Stakeholder Pension Plans (692.651 Kb)
FSA Factsheet on stakeholder pension plans and decision trees.

Pension Planning - The State Pension (332.462 Kb)
A definitive guide to the state pension.

Unit Trust - Applciation Form (My Investment Centre) (260.496 Kb)
Monthly & lump sum unit trust & OEIC savings form.

Unit Trust - List Of Funds (My Investment Centre) (738.355 Kb)

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Help & advice
There are many different forms of financial advice in the UK and it makes sense to take advice from an independent financial adviser who can offer you products and services from the whole of the market place. Please call one of our advisers to discuss your requirements or contact us to request more information on the benefits of taking independent financial advice.




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