Non-advised one-off single contribution form

All questions on the form have to be completed to be submitted.

Aviva asks for details about the source of funding for the investment as part of its commitment towards preventing financial crime, including money laundering. Obtaining this information also ensures that Aviva meets its legal and regulatory obligations. Aviva uses this information only for the purpose of preventing financial crime.

Please provide the details requested, we will be unable to process your request without this information.

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Your details

We recommend you seek Financial Advice before proceeding with decision.

Have you spoken with an adviser regarding the one-off single contribution?

You are responsible for any decision that you make, and it cannot be reversed. By not taking advice you are not offered the same level of protection as if advice had been provided. If you are unsure whether a product or service is suitable for you, you should consult a financial adviser who can give you a personal recommendation. They may charge for this service.

Which type of contribution would you like to make today?

We need to know the amount so we can run an illustration after submission of this form. (Please speak to your financial advisor if unsure about contribution limitations)

Origin of funds?

(For Pension contributions) Please be aware that, except for salary and redundancy as pay source of funds that, our pensions can only accept contributions which qualify for tax relief. This means that we can only accept payments which are within your salary/wages and any taxable redundancy payments you have received.  You need to take the tax relief (20% of the total contribution) into account when working out how much you can pay in.  For example, if you earn £30,000, you can pay in £24,000 and this is topped up to £30,000 with tax relief.  You also need to take contributions you are already paying into this and other pensions into account. 

Please speak to your Financial Advisor if you have any additional questions around this contribution.

How would you like the contribution invested?

100% Cash - The contribution amount will be invested in cash. Please speak to your adviser about investing in cash if you haven’t already done so.

Existing Funds (Pro Rata) - The contribution amount will be split in line with current % allocation per fund at the time of producing illustration.

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