IFAs

Download Avalon Literature

Please select the item of Avalon literature you wish to download by clicking on the appropriate link below. You will require Adobe Acrobat to view and download the literature. Adobe can be downloaded for free by clicking this link

Note: With some versions of Acrobat Reader you may get an error message, typically "Invalid Colorspace", when you click on some of the PDFs below. This seems to be a generic error which occurs elsewhere, and is not specific to these PDFs. In that case, right-click on the link to the PDF and choose "Save Target As..." to download the PDF to your PC; you should be able to open the downloaded document.

If you are new to Avalon please print off and return our Terms of Business form

Terms of Business

Avalon Product Documents

Freedom SIPP

Freedom SIPP Application Form

Freedom SIPP Quick Guide

Freedom SIPP Schedule of Fees

Freedom SIPP Key Features

Freedom SIPP Terms and Conditions

Freedom SIPP Capped Drawdown Request

Freedom SIPP Flexible Drawdown Request

Freedom SIPP Receiving Scheme Declaration

Freedom SIPP Additional Contribution Instruction

Freedom ISA (Stocks and Shares)

Freedom ISA Application Form

Freedom ISA Fact Sheet

Freedom ISA Brochure and Key Features

Freedom ISA Top Up Form

Freedom ISA Transfer Form - use this to transfer existing stocks and shares or cash ISA (or ex-PEP) to Avalon

Freedom Junior ISA

Freedom Junior ISA Brochure and Key Facts

Freedom Junior ISA Application Form

Freedom Portfolio

Freedom Portfolio Application Form - for application written in Trust

Freedom Portfolio Application Form - for applications NOT written in Trust

Freedom Portfolio Brochure and Key Features

Freedom Portfolio Fact Sheet

Freedom Portfolio Top Up Form

Freedom Portfolio to Freedom ISA Request Form

Socially Responsible Investment with WaterAid

Minerva Discretionary Fund Management Agreement

Socially Responsible Application Form

Socially Responsible ISA and Portfolio Fact Sheet

Minerva Socially Responsible Investment Review 2011

Monthly Income Portfolio

Minerva Discretionary Fund Management Agreement

Monthly Income Portfolio ISA Application Form

Monthly Income Portfolio Portfolio Application Form

Monthly Income Portfolio ISA Terms and Conditions

Monthly Income Portfolio Portfolio Terms and Conditions

Monthly Income Portfolio Client Mailing

Other Useful Forms

Crest Transfer Form

Stock Transfer Guide - guide to completing the Crest Transfer Form

Fund Switch Request Form

Identity Verification Form

Corporate Identity Verification Form