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CMI Portfolio literature and servicing forms

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Literature	Servicing forms

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Please see our legal and privacy statements.
Issued by: CMI Insurance Company Limited Clerical Medical House, Victoria Road, Douglas, Isle of Man IM99 1LT, British Isles, Registered in the Isle of Man, Registered No. 33520. CMI Fund Managers (IOM) Limited Clerical Medical House, Victoria Road, Douglas, Isle of Man IM99 1LT, British Isles, Registered in the Isle of Man, Registered No. 40572. Approved by Clerical Medical Financial Services Limited, 33 Old Broad Street, London EC2N 1HZ, United Kingdom. Registered No. 2114901, England. Clerical Medical Financial Services Limited is authorised and regulated by the Financial Services Authority. The above companies are part of the HBOS Group. ©Copyright CMI Insurance Company Limited 2008.

Literature
Policy provisions (Personal Account)	2.28MB
Policy provisions (Privilege Account)	2.29MB
Investment guide	442k
Key features	82k

ADMINSTRATION FORMS
Application for additional investment	40k
Self advised declaration	24k
Appointment of investment adviser – CMI Portfolio UK Version	24k
Appointment of investment adviser – CMI Portfolio Non-UK Version	24k
Agreement to deduct trail commission - temporarily unavailable	n/a
Appointment of discretionary manager - client agreement	26k
Change of address form	23k
Change of IFA form	27k
Non-UK/Channel Islands new investment adviser questionnaire	41k
INVESTMENT FORMS
Dealing recommendation form	50k
Regular dealing facility form	26k
WITHDRAWAL FORMS
Partial surrender form	34k
Full surrender form	29k
Regular withdrawal form	31k
ASSIGNMENTS
Draft deed of assignment	12k
Draft deed of appointment and retirement	11k
Draft deed of retirement	10k
Draft deed of appointment	11k
Draft revocable nomination of successor protector	10k