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The Riley investment bond is flexible enough to suit every kind of client.

Take a look at the case studies to see the benefits of the Riley bond in more detail.  We've also prepared a customer mailing pack to help you send a targeted mailing to your clients.

(Please note, all documents are in PDF format.  If you don't already have Adobe Reader installed on your computer, you can download it from the Adobe website.)

bullet-Mwhite-midCase Study 1 - Deferred protection
    For clients who want piece of mind when the Stockmarket's doing well, but be protected
    when it's not.

bullet-Mwhite-midCase Study 2 - Cash / deposit investors
    For clients who want to use Riley as an alternative to cash.

Customer Mailing Pack
The customer mailing pack is geared towards those of your clients who are looking to defer protection until later or are currently invested in cash. The mail pack comes complete with suggested wording for covering letters, as well as a handy checklist, giving you everything you need to put together a targeted mailing.

If you are interested in issuing a mail pack to your clients, please contact your usual Scottish Life consultant to find out more.

bullet-Mwhite-midChecklist
    Provides guidance for you and highlights the importance of you seeking your own 
    compliance approval before issuing a customer communication.

bullet-Mwhite-midIFA to client letter

bullet-Mwhite-midClient leaflet
    Including space for you to insert your own business card.

And remember, we're offering 8% commission until 31st August 2007 – giving you more flexibility to improve the terms for your client.

        
Riley is a life insurance bond for a minimum investment of £10,000. Your clients may not get back the full amount of their investment.