10 PIMS PENSION TRUSTEE APPLICATION FORM – LIFE ASSURANCE
I conﬁrm that I have read a copy of the plan literature including the Product Guide, Key Information Document and Terms
I conﬁrm that all of the information provided in this application, along with any supporting forms, questionnaires, statements,
reports or other information is true and complete.
I conﬁrm that to the best of my knowledge and belief, I am not subject to any legislation that would make this investment this
I have appointed
to act as my ﬁnancial adviser.
I agree to RL360 Insurance Company Limited (RL360), disclosing all information relating to the plan to my appointed ﬁnancial
adviser. I will let RL360 know in writing if I decide to change my appointed ﬁnancial adviser.
I understand that my Illustration is not guaranteed by RL360 or my adviser, and only oers an indication of what I might get
back under a limited number of scenarios. I accept that RL360 is not responsible for monitoring whether my plan's performance
matches the assumptions made in my Illustration.
Key Information Document (KID)
I conﬁrm that I have included a signed KID with this application.
I understand that the KID sets out the details of my plan, and by signing it I acknowledge that I am aware of the charges that will
I am also aware that the details that I have provided in Section 03 – Plan Requirements must match my signed KID. If they are
dierent RL360 will ask me to sign a new KID matching Section 03 – Plan Requirements before it can allow my plan to start.
I am aware that RL360 does not provide investment advice.
I request that RL360 allocates the payment to the assets detailed in
Section 04 – Asset Requirements
. In order for RL360 to do
this, I conﬁrm the following:
a) I agree to RL360 acting on dealing instructions received from me or the appointed investment adviser, and I will read the
documentation issued by the asset manager for each asset prior to selecting it for the plan.
b) Where the payment is allocated in full or in part to any cash deposit account(s), I am aware that I may not be covered by any
depositors compensation scheme should the deposit account provider become insolvent. I am aware that this is because
RL360 holds this account on my behalf.
I acknowledge the risks associated with linking a cash deposit account to the plan and accept that in the event of the insolvency
of my chosen deposit account provider, RL360 will have no responsibility for any loss and I could lose the full amount invested.
I am aware and acknowledge that the deposit account provider I choose to invest with may not be an institution or subsidiary
with which RL360 would normally hold balances or deposits.
c) I am aware that some assets (including cash deposits) may have terms and conditions that could:
i) restrict RL360 from realising a cash value when requested and prevent RL360 paying out beneﬁts from the plan in a
ii) result in RL360 receiving the cash value from a sale in multiple instalments. If this should happen RL360 has the right not
to re-invest or pay in full, beneﬁts from the plan until the amount has been received in full.
iii) result in RL360 receiving a payment from a sale by a means other than cash. If this should happen RL360 may require us
to cancel some or all of the plan.
iv) result in RL360 having to pay back some or all of the sale proceeds if an adjustment has to be made after the payment. If
RL360 is required to make such a repayment and the plan value is too low to cover it, or I have cancelled the plan, I agree
to compensate RL360 for any loss that it has suered as a result.
d) I accept that RL360 has the right to sell assets linked to the plan without requiring my permission. RL360 may do this if it
decides that an asset may have harmful legal or tax consequences under law.