Policy self-service station
International saving plans and investment portfolios are medium to long term investments. In this section we offer a unique selection of ‘self-help’ advice and documents to help you service your plan. Naturally, if your plan is already looked after by Shoreline please first contact your adviser or a customer service representative and they will be able to provide you with personalized forms and help.
If your plan is not yet looked after by Shoreline you will be able to find templates and forms from the most common providers in this section.
Please select your provider:
- Generali International
- Friends Provident International
- Old Mutual International (ex-Royal Skandia International)
- Other provider
Forms to provide per section:
- Premium payment update
- Reduction in contribution template
- Premium holiday request
- Personal & Contact details update form
We have also developed a FAQ list which can be accessed here. If you need help with your plan on issues that are not covered by the FAQ or the above list of templates just contact one of Shoreline’s specialists and we will try to get back to you as soon as possible.