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.
Technical guide
A guide to help regulated financial advice and planning businesses meet their regulatory due diligence responsibilities when adopting Fixed Term Investment.
Proposition guide
This explains how Fixed Term Investment can complement your existing retirement income proposition to help you deliver improved outcomes to your clients.
Target Market Statement
Information to support understanding of Fixed Term Investment's target market.
Fair Value Assessment
Information to support understanding of the product’s key features and distribution strategy.
Income payment dates
The dates income will be paid based on when you apply and when we receive the purchase price.
