Key Facts
as required by the Financial Services Authority (FSA)

The FSA is the independent watchdog that regulates financial services. It requires us to give you a document with information to help you decide if our services are right for you.

Click on the links below to read the 'key facts' document for the products you are interested in. Each 'key facts' page also contains a product application form.

• Tax Exempt Savings Plan
• Tax Exempt Savings Plan With Life Cover
• Regular Savings Plan
• Capital Plan
• Investment Bond
• Pension Bond (Trustee Investment Plan)
• Stocks & Shares ISA
• Funeral Plan
• Child Trust Fund