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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
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

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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