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Servicing Literature

Change of Address or Change of Credit Card Details. Fund Switches or Surrenders.

We all move address and periodically our credit cards expire or are lost or stolen. To keep the investment company up to date with your details please select the appropriate form and company from the ones below and print, complete and either send to St James International or direct to the Investment company. If what you are looking for is not listed below please call us and one of our team will be happy to assist you.

You can also download switch forms and forms for full and partial surrenders. Select from a range of company brochures and application forms. You should always speak with your St James International consultant about which product is the most suitable for you.

  Generali International

Choice Brochure

Choice Application Form

Professional Portfolio Brochure

Professional Portfolio Application Form

Vision Brochure

Vision Application Form

Fund Performance

Credit Card Mandate

Change of Address

Source of Funds Questionaire

Premium Increase and Top-up


Switch and Redirection Request


Full and Partial Surrender


     Hansard Global plc 

 Credit Card Authorisation                              


 Fund Performance Bulletin 

 Top-up Application


 Withdrawal Request

 Full Surrender Request

   Royal London 360

PIMS Brochure

PIMS Application

Fund Performance

Change of Address 

Switch and Riderection Request

Payment Methods

Full Surrender Request

Withdrawal Request

 Zurich International

Payment Methods

Change of Contact Details

Switch and Redirection Request

Investment Bulletin

Premium Decrease Request

Premium Holiday Request

Full and Partial Surrender Request

Lost Policy Declaration

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