Fixed Term Investment

Here are some useful documents to help you and your clients get the most out of Fixed Term Investment.

Documents marked with this icon can be used directly with customers. 

 Key Features Document

The key features of Fixed Term Investment.

View Key Features Document.

Technical guide

A guide to help regulated financial advice and planning businesses meet their regulatory due diligence responsibilities when adopting Fixed Term Investment.

View Technical guide.

 Customer guide

A guide to Fixed Term Investment for customers.

View Customer guide.

Target Market Statement

Information to support understanding of Fixed Term Investment's target market.

View Target Market Statement.

Fair Value Assessment

Information to support understanding of the product’s key features and distribution strategy.

View Fair Value Assessment.