For UK financial advisers only, not approved for use by retail customers. Click here for the customer website.
Customer Recommendation Literature: Prudential ISA
This page contains the main documentation you will have to provide to your client to set up a new Prudential ISA. Additional literature is available through the product literature section.
Some of the documents are owned by Prudential and some are owned by Link. If you select the Key Important Information Documents for the OEIC fund range you'll be asked to accept Link's investor notice to access the document. You'll only need to do this once in any browser session.
- Key Features of The Life Insurance Policy within the Prudential ISA This booklet provides useful information about the ISA and will help clients decide which funds to invest in.
- Prudential ISA - Master Insurance Agreement (customer version) This document contains the main terms and conditions of the PruFund Funds available in the Prudential ISA.
- PruFund fund guide - Prudential ISA This document contains the main terms and conditions of the PruFund Funds available in the Prudential ISA.
- Your With-Profits Plan – a guide to how we manage the Fund This guide explains briefly how our With-Profits Fund works and our current approach to managing it.
If your client is investing in any of the PruFund Funds available under the Prudential ISA you'll have to provide them with the relevant KID(s) and IOD(s) based on the type of payments to me made, i.e. single contribution/transfer payment and/or regular contribution, and the relevant PruFund funds for those payments.
Follow the link below to obtain the relevant documents. The documents are split into two sections:
- The KID for the Life Insurance Policy within the Prudential ISA which should be used for a single contribution/transfer payment, and the associated IODs for each PruFund fund.
- The KID for the Life Insurance Policy within the Prudential ISA - Regular Investment which should be used for a regular contribution, and the associated IODs for each PruFund fund.
If your client is investing in any of the LF Prudential Risk Managed OEICs available under the Prudential ISA, you'll need to provide the following documents to your client for each of the OEICs to be invested in.
Under MiFID II you’ll be aware the regulations require investment firms to provide clients with cost and charges disclosure pre-sale through an ex-ante cost and charges document for relevant investments.
Link Financial Investments Limited, who are the ISA Manager of the Prudential ISA, provide cost and charges documents for each of the PruFund funds and the LF Prudential Risk Managed Active and Passive funds available under the Prudential ISA.
You can access these on their website using the link below.
Link’s cost and charges disclosure
To assist you in the advice process we’ve also created a handy calculator that can help you combine relevant information about the Prudential ISA, your advice charges, and view this in a single convenient document.
© Prudential 2022
"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at 5 Central Way, Kildean Business Park, Stirling, FK8 1FT. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company Limited. The Prudential Assurance Company Limited and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc which is a holding company registered in England and Wales with registered number 11444019 and registered office at 10 Fenchurch Avenue, London EC3M 5AG, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.