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LITERATURE LIBRARY

IMPORTANT DOCUMENTS AND FORMS

Below you will find links to useful documents and guides.

Should you have any questions, in the first instance contact your financial adviser. Alternatively, please contact the service team via email at service@scottishwidowsplatform.co.uk or call 0330 024 2345.

Clients

Terms of use
SIPP Income form
Client terms and conditions
Client platform guide
Investment risks guide
Protection & Compensation

Key information

Key Features ISA
Key features JISA
Key features Personal Pension
Key Features GIA
Conflict of interest policy
Order execution policy

Handy guides

Client consolidated tax certificate user guide
One-off withdrawal guide
Adding bank account details user guide
Client trading user guide
Login support user guide

CLOSED PRODUCTS

Additional information for use by Sterling Accounts moved to Scottish Widows Platform and Zurich life products.

Sterling accounts

Client Terms and Conditions Addendum
Sterling Panel Funds guide
Minimum Return Life Cover Plan - Terms and Conditions
Investment Matters Q3 2024

Zurich Life Products

Accidental Death Cover Terms and Conditions
Investment Life Cover Plan Terms and Conditions

LIVE PLATFORM SUPPORT, AT THE CLICK OF A BUTTON

Scottish Widows Platform
PO Box 24065
1 Tanfield
​Edinburgh
EH3 1EY

E   service@scottishwidowsplatform.co.uk
T   0330 024 2345
Lines are open 08.30-1700 (GMT) Monday to Friday, excluding Bank Holidays. Calls may be recorded for training and monitoring purposes.

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