Adult Tax Exempt Savings Plan Documents
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Introductory leaflet
This simple leaflet explains more about Tax Exempt Savings Plans.
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Key Features Document
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These are the full Terms and Conditions of Healthy Investment's Tax Exempt Savings Plan. |
Your guide to how we manage our With profits Fund
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Request a personal illustration and application packYou can complete the online form and we will arrange for a personal illustration and full details of our Tax Exempt Savings Plan to be sent to you.
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This is an important document that explains the main benefits, aims and risks, and the regular commitment you make when you invest in a Healthy Investment Tax Exempt Savings Plan 
Our customer friendly Principles and Practices of Financial Management explains the main points about investing in our With profits Fund and gives you information on how we calculate bonuses. 
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