IFAs
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 Acrobat 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.
MIP Portfolio Application Form
Minerva Discretionary Management Agreement Form
MIP Portfolio Terms and Conditions
Freedom SIPP Application and Transfer Form
Freedom SIPP Key Features Brochure
Freedom SIPP Income Withdrawal Application
Freedom SIPP Additional Contribution Form
Freedom ISA Brochure and Terms and Conditions
Freedom Portfolio Application Form - for applications written in Trust
Freedom Portfolio Application Form - for applications NOT written in Trust
Freedom Portfolio Brochure and Terms and Conditions
Freedom Portfolio Key Fact Sheet
Freedom Portfolio to ISA Transfer Request Form
Minerva Discretionary Management Agreement
Socially Responsible Joint Portfolio and ISA Application Form
Socially Responsible Portfolio Fact Sheet
Minerva Socially Responsible Investment Review 2009-10
Protected Cash ISA Terms and Conditions
Protected Cash ISA Application
Protected Cash ISA Transfer Request Form
Identity Verification Certificate - for all new clients
Corporate Identity Verification Certificate - for companies making contributions on behalf of an individual
Crest Transfer Form + Guide to completing Transfer Forms