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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
Hansard Global plc
Credit Card Authorisation |  |
Fund Performance Bulletin | |
Top-up Application | |
Switching/Redirection | |
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 | |