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All product literature


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FINANCIAL FOUNDATIONS


Download copies using the links below: 
Application form (tele-interview) - click here for more information
Tele-interview IFA guide
Tele-interview client guide
IFA Brochure
Customer Brochure
Key Features
Critical Health options booklet
Standard application form - only available on request, please call 0845 071 0200
Sales Aid
Policy Document
Agency application and Terms of Business form
Client Verification form
Guide to Client Verification form
Opportunities fact sheet
Personal financial questionnaire

TRUST LITERATURE

When appointing a new trustee, verification of identification will be required for that trustee before Lincoln is able to register any deed. The requirement for proof of identification is the same as that required for Anti Money Laundering for a new owner. Alternatively a verification of identity form is acceptable.

Download copies using the links below:
Guide to Inheritance Tax and Trusts
About Trustees
The Lincoln Discretionary or Absolute Split Trust
The Lincoln Absolute Gift Trust Key Features and Benefits
The Lincoln Discretionary or Absolute Split Trust Key Features and Benefits
The Lincoln Discretionary or Absolute Gift Trust
The Lincoln Discretionary Gift Trust Key Features and Benefits
Deed of Appointment and Retirement of Trustees
Deed in Exercise of a Power of Appointment

HAZARDOUS ACTIVITIES QUESTIONNAIRES

Download copies using the links below:
Hazardous activity questionnaire for aviation
Hazardous activity questionnaire for ballooning
Hazardous activity questionnaire for caving and potholing
Hazardous activity questionnaire for gliding
Hazardous activity questionnaire for hang gliding
Hazardous activity questionnaire for microlighting and ultralighting
Hazardous activity questionnaire for motorcycle sports
Hazardous activity questionnaire for motorsports
Hazardous activity questionnaire for parachuting and skydiving
Hazardous activity questionnaire for paragliding
Hazardous activity questionnaire for power boat racing
Hazardous activity questionnaire for rockclimbing and mountaineering
Hazardous activity questionnaire for sailing andy yachting
Hazardous activity questionnaire for scuba diving

OCCUPATIONAL QUESTIONNAIRES

Download copies using the links below:
Occupational questionnaire for commercial and military diving
Occupational questionnaire for commercial aviation
Occupational questionnaire for commercial fishing
Occupational questionnaire for merchant marine
Occupational questionnaire for military service
Occupational questionnaire for oil and natural gas
Own or any occupation declaration
Own or similar occupation declaration

INVESTMENT BOND


Download copies using the links below:
Customer Brochure
Key Features
Application form

DISCOUNTED GIFT BOND


Download copies using the links below:
Customer Brochure
Key Features
Discretionary Discounted Gift Trust Guide
Absolute Discounted Gift Trust Guide
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