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INVESTOR PORTFOLIO SERVICE (IPS) – ONLINE uSER GuIDE It's

1. Ajajj MANAGE MY MONTHLY PAYMENT 1 Select the Manage my monthly payment tab Legal amp General INVESTOR PORTFOLIO SERVICE THOMAS LEISHMAN Phone 0845 272 0089 Client reference 50501652 Lines open Monday Friday 9am to 5 30pm 08 05 2012 Email investor portfolio service landg com Fund Information Log off Sees SSeS ronal details Manage my monthly What would you like to do MANAGE MY MONTHLY PAYMENTS Buy Account selection Top up Account selection 8B50501652A1K Mr T LEISHMAN Switch Holder s Mr THOMAS LEISHMAN Client no 50501652 Manage payment Payment Pending deals maintenance view reprioritise and cancel your pending deals Pending deals allows you to streamline the payment process so you can fill in deal EDIT Regular Investments You do not currently make monthly payments into your product s If you want to create a monthly payment then please use this application form Accessibility Security Legal information All our websites Privacy policy Terms and conditions Sitemap Legal amp General Group pic 2011 MANAGE MY MONTHLY PAYMENT 2 Select the account you wish to manage payments on from the drop down menu 3 Click the EDIT button to view reprioritise or cancel your pending deals Pending deals allows you to streamline the payment process so you can fill in deal details and pay later for example by cheque Legal amp General
2. HELPING gAV DA It s important to keep a close eye on your investments so we do all we can to lend a helping hand That s why we ve put together this step by step guide to help you get the most out of the Investor Portfolio Service IPS website and your online account EVERY Legal amp DAY MATTERS General Eas ABOUT THIS USER GUIDE This section explains the purpose of this user guide as well as the benefits of the IPS website and contact details REGISTERING FOR THE ONLINE SERVICE Whether your re living for today or planning for tomorrow having the time to take control of your investments is key IPS online facility helps you manage your portfolio investments in one convenient place THE HOMEPAGE A quick run through of what you ll see on the homepage with quick links to interesting articles information about our products and details on how to get in touch with us You can also log in to your account from here BUYING FOR THE FIRST TIME If you re a new customer and are buying stocks and shares ISAs Open Ended Investment Companies OEICs and unit trusts online here are the steps you need to follow ACCESS YOUR ACCOUNT INCLUDING FORGOTTEN PASSWORD Information on how to log into your online account and how to get a new password if you ve forgotten yours INVESTMENT SUMMARY This section explains the valuation summary screen you ll see once you ve logged into the website BUY ONLINE FOR EX
3. Designation Search for investments designated for a purpose max 8 character length D Com Search Results Stocks amp Shares ISA B50501652A1K as at 18 05 2012 Fund Date Transaction Type In GBP Out app Price date Int charge Price p Units Shares GBP Henderson Sterling Bond Unit Trust inc 09 05 2012 Investment Lump Sum 10 000 00 09 05 2012 55 59 17 255 4956 407 67 Invesco Perpetual Income Fund Acc 14 11 2011 Investment Cancellation 100 00 08 17 2011 1 941 54 4 8931 5 00 Legal amp General Growth R Trust Acc 14 11 2011 Investment Cancellation 100 00 08 11 2011 58 05 164 0655 M amp G Recovery A Fund Acc 14 11 2011 Investment Cancellation 100 00 08 11 2011 240 81 39 8655 Neptune Global Equity A Fund Acc 14 11 2011 Investment Cancellation 100 00 08 11 2011 270 10 35 1722 Schroder Income A Fund Acc 14 11 2011 Investment Cancellation 100 00 08 11 2011 4 416 00 2 1518 Invesco Perpetual Income Fund Ace 08 11 2011 Investment Regular 100 00 08 17 2011 1 941 54 4 8931 Lega amp General Growth R Trust Acc 08 11 2011 Investment Regular 100 00 08 11 2011 58 05 164 0655 M amp G Recovery A Fund Acc 08 11 2011 Investment Regular 100 00 08 11 2011 240 81 39 8655 Neptune Global Equity A Fund Acc 08 11 2011 investment Regular 100 00 08 11 2011 270 10 35
4. The information given in this application is full and accurate to the best of my knowledge and belief and will inform Legal amp General Portfolio Management Services Limited without delay of any change in my circumstances affecting any of the information in this form lagree to The IPS Platform Fee for use of the IPS service authorise Legal amp General to collect this fee from my IPS Cash Account If there is insufficient money in my IPS Cash Account authorise Legal amp General to sell enough of my assets to pay the IPS Platform Fee in accordance with the IPS Terms and Conditions The Fund Charges shown as the Total Ongoing Charge paid to the Fund Manager from the capital or income of your investment Details of these charges are given in your personalised Fees and Charges Schedule in the Important Information box below This is an important document and it shows a personalised example of the actual costs of the charges to you You should read this document and keep it open for reference as you complete this transaction We recommend you save it to your computer or print it before you invest Ihave received the relevant product documents relating to my investment These can be found in the Important Information box below confirm that have read the current Key Investor Information Document KIID for the fund s wish to invest in AKIID can be viewed by clicking the KIID link that appears beside the individual fund name on t
5. Old Mutual Global Strategic Dividend Bond A Fund Inc 04 07 2014 Reinvestment 04 07 2014 197 48 0 0051 M amp G High Yield Corporate Bond A Fund Inc Dividend PUUDA Reinvestment 30 05 2014 52 37 0 0955 Notes Portfolio Investments transactions displayed are undertaken during the time period stated and on the specific fund holding stipulated and should not be regarded as a formal statement or as a replacement for a contract note The term sales incorporates void transactions and transfers out For full details of all cancelled investments please refer to the original notification of cancellation Corrections made on a re registration transfer in will be shown as a re registration transfer in with the units or shares presented as a negative value The date shown for income and tax reclaim payments is the date payment will be received The transaction date above may not reflect the pricing date and all dealing is on a forward basis Portfolio Bonds transactions displayed are for the period stated and should not be regarded as a formal statement Statements are issued separately to policyholders on an annual basis Valuations are based on the unit price calculated at the date shown and exclude the value of any bonds marked work in progress This is because we are carrying out your recent instructions and a valuation isn t available Portfolio Plus Self Invested Personal Pension PPSIPP holdings only the insured fund
6. Please note If you have a Portfolio Bond or Portfolio Plus Self Invested Personal Pension you can t currently manage either of these products via this online service To make changes to or if you have any queries on these investments please contact us You may have received advice or a recommendation in the past regarding one or more of the products available on this website and their suitability for you If you are now switching funds or investing new money either through topping up an existing investment or taking out a new product please note that this website doesn t provide financial advice or recommendations Legal amp General haven t accessed whether the products available are suitable for you This means you don t have the protection you would have received if Legal amp General had done this It s up to you to decide if an investment with IPS is suitable for your needs If you re unsure please seek financial advice When you buy new investments or change your existing investments for example by switching between funds or increasing a regular investment or deciding to reinvest income you will invest into commission free or unbundled share classes and pay your charges differently from any commission included or bundled share classes you already hold This means that if you hold funds you bought before these changes you may have funds on two different charging structures To understand more about how the fee
7. Through your online account you can keep track of all of your transactions whether you ve bought into a new fund or simply topped up an existing one Ps OMINE USE alale TRANSACTION HISTORY Legal amp The Transaction History screen opposite shows General INVESTOR PORTFOLIO SERVICE i fone a Ips Accounti Phone 0845 272 0089 a summary OT your transactions by produc an 06 08 2014 ay eR r your IPS Cash Account Use the search options to Client reference 50521509 Call charges will vary Lines open Monday to Friday 9am to 5 30pm Emal investor portolio service anda oom search and group transactions by date product Need heip Download our user guide fund or transaction type 1 Select the Transaction history tab and then ee _ mvsemcntcetame Mamaspmmentix the SHOW SEARCH button What would you VIEW TRANSACTION HISTORY l like to do The screen below shows a summary of your tral CaA Buy search options to search and group transactions by date product fund or transaction type Search Results Last 3 months Top up Switch Investment Fund B50521509A1H as at 05 08 2074 Int Manage payment Fund Date TransactionType Gep op Pricedate Price p _Units Shares charge Dividend Reinvestment M amp G High Yield Corporate Bond A Fund Inc Bh eth 0 04 01 08 2014 51 65 0 0775 M amp G High Yield Corporate Dividend Bond A Fund Inc g ore cnra Reinvestment 04 07 2014 52 47 0 0953
8. Account Accessibility Security Legal information All our websites Privacy policy Terms and conditions Sitemap Legal amp General Group plc 2014 IPS ONLINE U req 0 b Alaja 2 Select the Existing Account you wish to switch funds from 3 Select the NEXT button to continue IMPORTANT INFORMATION If you re an existing Portfolio Bond or Portfolio Plus Self Invested Personal Pension SIPP customer and would like to switch your funds please contact your financial adviser If you don t have a financial adviser you can call Legal amp General s Financial Solutions Direct on 0800 316 5866 Lines are open Monday to Friday 9 00am to 5 00pm We may record and monitor calls Calls are normally free of charge from landlines but charges may apply from mobile phones Please note we can only advise you on Legal amp General s products Legal amp General INVESTOR PORTFOLIO SERVICE THOMAS LEISHMAN Client reference 50501652 08 05 2012 Phone 0845 272 0089 Lines open Monday Friday Sam to 5 30pm Email investor portfolio service landg com zida baren DD emer Emer personai You come Raag imperant ioie name payment cate ie Vemma centration Account reference B50501652A1K Mr T LEISHMAN Please check your personal details If they re correct please select Next to continue If they re incorrect please contact us Please read the General Key Features and Key Features Fund Supplement be
9. Client reference 50501652 Lines open Monday Friday 9am to 5 30pm pomas Enia River patina daraanan You ll receive confirmation that your details have been Fund Information updated i Manage my monthly View correspondence pay Buy top up switch or sell Transaction histor My personal detalis ayment What would you MY EMAIL AND SECURITY DETAILS like to do To update your email address and or security details including password please complete the relevant sections below Top up Creating a strong password Switch Your new password must be between 8 and 128 characters long You may include any of the following upper and lower case Manage payment letters numbers spaces and special characters such as The password must not contain your username your first or last name or the word password Remember passwords are case sensitive Mother s maiden nam flower flower 4 Accessibility Security Legal information All our websites Privacy policy Terms and conditions Sitemap Legal amp General Group ple 2011 a 20 Ct ee Zo MANAGE MY MONTHLY PAYMENT Here s a step by step guide on how to manage or start making regular payments into your porfolio investments IPS ONLINE USE Legal amp General INVESTOR PORTFOLIO SERVICE THOMAS LEISHMAN Phone 0845 272 0089 Client reference 50501652 Lines open Monday Friday 9am to 5 30pm 08 05 2012 Email investor
10. Date of birth 15 01 1972 Do you have a National Yes Insurance Number Income payment details Your selection includes fund s that can pay income Please choose from the options below Reinvest Income Please confirm if you d like the income to be reinvested into the fund Receive Income If you would like to receive the income please select this option and make your choice from below Income generated by these funds will be reinvested BUY ONLINE ENTER PERSONAL DETAILS Any income you may receive from your portfolio investments can either be reinvested or paid to you as an income 9 Check your personal information is correct and edit if necessary 10 INCOME PAYMENT OPTIONS e Reinvest income select this option if you would like any income to be reinvested back into the fund e Recieve income select this option if you would like to receive any income from the fund you re invested in 11 Select the NEXT button to continue 11 Income payment details Your selection includes fund s that can pay income Please choose from the options below Reinvest Income Please confirm if you d like the income to be reinvested into the fund Receive Income If you would like to receive the income please select this option and make your choice from below Already receive income on an existing IPS Investment If you would like the income from your new investment to be paid into the same ba
11. Select the Forgotten your password Phone 0845 272 0089 link on the log in page NOW SYOUR CHANCE ae mal nvestorporfolo sevicemlanda com amp Take control and start investing from as little as 20 a month J L e Invest vahaes may fal 35 well as rse O g z AAA PN peona LOG IN REGISTER NOW The features and benefits of the secure Investor Portfolio Service IPS are only available to customers who have registered to use the service Why not follow the instructions below and register today to take advantage Already an investor Portfolio Service customer but not yet registered for this online service Please click on the Register button on the right hand box below complete the details required then look out for your temporary password arriving through the post Just received a password from us through the post and accessing the site for the first time Simply enter your client reference number date of birth and the temporary password you received through the post in the Customer log in area below then follow the on screen instructions Please note that your client reference number can be found on your statement or policy documentation and starts 50 Already registered for the online service Simply log on by completing the details in the Customer log in area then press the Log in button Customer log in Not yet registered By registering for the secure Investor Portfolio Service I
12. With a little help from our new user guide LOG IN REGISTER NOW The features and benefits of the secure Investor Portfolio Service IPS are only available to customers who have registered to use the service Why not follow the instructions below and register today to take advantage Already an Investor Portfolio Service customer but not yet registered for this online service Please click on the Register button on the right hand box below complete the details required then look out for your temporary password arriving through the post Just received a password from us through the post and accessing the site for the first time Simply enter your client reference number date of birth and the temporary password you received through the post in the Customer log in area below then follow the on screen instructions Please note that your client reference number can be found on your statement or policy documentation and starts 50 Already registered for the online service Simply log on by completing the details in the Customer log in area then press the Log in button Customer log in Not yet registered By registering for the secure Investor Portfolio Service IPS you can Buy an ISA and Investment Funds dd mm_ yy Top up your existing ISA and Investment Funds s Switch funds within your ISA or Investment Funds Sell funds within your ISA or Investment Funds s View a summary of IPS prod
13. 00 M amp G Recovery A Fund Acc 3 876 6202 03 05 2012 266 5300 10 332 36 Neptune Balanced Fund Acc 1 123 5490 03 05 2012 470 8000 5 289 67 1 508 1585 03 05 2012 278 4000 4 198 71 47 6727 03 05 2012 4 715 0000 2 247 77 Your current tax year ISA contributions for this client reference 0 00 Valuation 43 255 71 Investment Fund B50501652A1K as at 03 05 2012 Fund Units Shares Price date Value GBP Top up Fir 953 0552 03 05 2012 3 515 73 Li l Gi R Trust 1 233 4629 03 05 2012 781 03 Neptune Global Equity A Fund Acc 914 9525 03 05 2012 2547 23 Schroder Income A Fund Acc 101 6936 03 05 2012 4 794 85 Schroder UK Alpha Plus A Fund Acc 2 966 8072 03 05 2012 3 755 98 tasan ERIC MY PERSONAL DETAILS 1 Select the My personal details tab Legal amp General INVESTOR PORTFOLIO SERVICE THOMAS LEISHMAN Phone 0845 272 0089 Client reference 50501652 Lines open Monday Friday 9am to 5 30pm 08 05 2012 Email investor portfolio service landg com Fund Information Investment summary Buy top up switch or sell Transaction history View correspondence My personal details p i What would you MY EMAIL AND SECURITY DETAILS like to do Your personal details are summarised below Use the edit at the bottom of the screen to update your password and security information You need to enter your existing password to be able to update your personal details Buy Pl
14. 9am to 5 30pm Email investor portfolio service landg com Need help Download our user guide praese Tamsctontnory Vewsorespontence wyeromatceate Mangement You can use our online service to manage your Investor Portfolio Service IPS in order to Buy new funds to add to your existing portfolio Invest more money in your existing funds top up Sell or switch your units Monthly payments and joint investments if you want to make monthly payments into your funds and you don t already have a Direct Debit set up for this product or you want to buy a unit trust or OEIC in joint names please complete and return the paper application form on the Transactions page Please note If you have a Portfolio Bond or Portfolio Plus Self Invested Personal Pension you can t currently manage either of these products via this online service To make changes to or if you have any queries on these investments please contact us You may have received advice or a recommendation in the past regarding one or more of the products available on this website and their suitability for you If you are now switching funds or investing new money either through topping up an existing investment or taking out a new product please note that this website doesn t provide financial advice or recommendations Legal amp General haven t accessed whether the products available are suitable for you This means you don t have the protection you would hav
15. INVESTOR PORTFOLIO SERVICE THOMAS LEISHMAN Phone 0845 272 0089 Client reference 50501652 Lines open Monday Friday 9am to 5 30pm 08 05 2012 Email investor portfolio service landg com Fund information Buy top up switch or sell Transaction history My personal detalis enews aa EN What would you Platform account like to do Buy Platform account Es0501652A1K Mr T LEISHMAN zi Holder s Mr THOMAS LEISHMAN Client no 50501652 Top up Switch Make payment To pay money by cheque into the IPS Cash Account click on the button below and print out and complete the form that s generated Please pmpleted form and send it to Legal amp General at the address on the form PAY BY CHEQUE Payment The available and cleared balances relate to the IPS Cash Account Payment for any ISA or Investment funds can only be made from the IPS Cash Account applicable to your product Payment for any pension or bond trades can only be made from the Trading Account applicable to your Product The available balance is the cleared balance plus any money that we ve received and processed but Is not yet cleared You can place deals using this balance This figure may also be affected by any recent instruction or deal we re carrying out money within the IPS Cash Account that can be withdrawn or used to place deals This figure may be jeal we re carrying out No pending deals found Accessibility Security Legal information All our w
16. THOMAS LEISHMAN Client no 50501652 Make payment To pay money by cheque into the IPS Cash Account click on the button below and print out and complete the form that s generated Please attach the cheque to the completed form and send It to Legal amp General at the address on the form PAY BY CHEQUE Payment The available and cleared balances relate to the IPS Cash Account Payment for any ISA or Investment funds can only be made from the IPS Cash Account applicable to your product Payment for any pension or bond trades can only be made from the Trading Account applicable to your product The available balance Is the cleared balance plus any money that we ve recelved and processed but is not yet cleared You can place deals using this balance This figure may also be affected by any recent instruction or deal we re carrying out Cleared balance is the amount of cleared money within the IPS Cash Account that can be withdrawn or used to place deals This figure may be affected by any recent instruction or deal we re carrying out Available Balance 221 58 Cleared Balance 158 73 IPS Cash Account Pending Deal Total The total amount of money needed to fund all the pending trades 650 00 Pending deals you can use pending deals to streamline the deal process by filling in the deal detalls now and paying later by cheque for example You can change the priority by clicking the up and down arrows You can cancel a particular pe
17. building society account on the seventh business day of each month 16 If you ve elected to consolidate your monthly income please enter the details of the bank or building society account you d like the income paid into 17 Once completed select the NEXT button to continue Manage my monthly Transaction history View correspondence My personal detalis a Se Read Important information LEGAL INFORMATION Legal declaration hereby authorise Legal amp General to buy funds as detailed within this electronic instruction 1am aware that when submitting this buy top up online the instruction is subject to being accepted and processed under the IPS Terms and Conditions Submitting the buy top up will not immediately update my valuation or transaction history until the buy top up has been fully processed I declare that Lam 18 years of age or over s lam nota US person resident The information given in this application is full and accurate to the best of my knowledge and belief and will inform Legal amp General Portfolio Management Services Limited without delay of any change in my circumstances affecting any of the information in this form lagree to The IPS Platform Fee for use of the IPS service authorise Legal amp General to collect this fee from my IPS Cash Account If there is insufficient money in my IPS Cash Account authorise Legal amp General to sell enough of my assets to
18. details are correct select the SUBMIT button to continue IMPORTANT INFORMATION Please note you ll still see your IPS Cash Account as an option even if there are insufficient funds in your IPS Cash Account to cover the transaction IPS ONLINE US UIDE lt lt a2 amp re INVESTOR PORTFOLIO SERVICE THOMAS LEISHMAN Phone 0845 272 0089 Client reference 50501652 Lines open Monday Friday 9am to 5 30pm 08 05 2012 Email investor portfolio service landg com Manage my monthly Investment summary Buy top up switch or sell Transaction history View correspondence My personal details payment and tund details importan Enter payment View information Mayenne details Debit Card Payment For your security your payment will be taken using the secure WorldPay system below To start Select payment card type by clicking the relevant icon Next You ll be able to enter your payment card details Follow the on screen instructions to make your payment and receive your reference number At any point To edit your personal or product and fund details click Cancel Payment and you ll be directed to your summary screen From here you can review and amend your details To change your payment details select Start again and you ll be able to re enter your payment details Once you re happy that all the details are correct click Make Payment to proceed with your investment Secure Payment Page Le
19. enter your payment details Once you re happy that all the details are correct click Make Payment to proceed with your investment Secure Payment Page Legal amp General Portfolio Management Services Ltd Payment Method MasterCard Description U02DBMW Amount 50 000 00 Card Details You must fill in fields marked with Card number Security Code Expiry Date Cardholder s Name START AGAIN MAKE PAYMENT CANCEL PURCHASE WorldPay UK Limited 2011 Lines open Monday Friday 9am to 5 30pm Email investor portfolio service landg com Manage my monthly Investment summary Buy top up switch or sell Transaction history View correspondence My personal details payment Choose product Enter personal Read Important Enter payment and tund details Mayenne details Accessibilty Security Legal information All our websites Privacy policy Terms and conditions Sitemap Legal amp General Group ple 2011 IPS ONLINE US UIDE lt gt 32 BUY ONLINE ENTER PAYMENT DETAILS If you ve selected to pay by debit card please follow the instructions below 21 Check the payment details are correct then choose the payment method you d like to use 22 Complete the required details followed by selecting the MAKE PAYMENT button Ps OMINE USE alale BUY ONLINE PAYMENT CONFIRMATION You ll receive a message on screen confirming amp o me INVESTOR PORTFOLIO SERVICE
20. in the fund If a KIID is available it can be viewed via the KIID link in the Choose product and fund screens We recommend you print and or download a copy of each KIID for your records Choo roduct Ei personal Read important ment d iis Information View summary Here is a summary of your personal details and your selected product and funds s If you wish to amend any of these details please use the tabs above to navigate back If the details are correct click Submit at the bottom of the screen to submit your application Your selected product and funds Product Inves tment Fund Fund s Legal amp General High Income A Trust Inc Total amount invested View Cunfirmation Amount 10 000 00 10 000 00 Your personal details Name M Any Body Address 1 The Croft Madeup Road Brighton East Sussex United Kingdom BNI SOT National Insurance Number Date of birth Email address Telephone number Income choice NR 07 07 07 A 01 12 1985 anybody myhouse com 07770 666999 Income generated by your funds will be reinvested Payment type Debit card and Maestro only Avi Visa Pending Payment This option allows you to submit a deal now but pay later if the IPS Cash Trading Account doesn t currently have sufficient cleared money We ll process the deal once there is sufficient cleared money in the account This must be within 14 calendar days of the deal being set up otherwise
21. investment Cancellation 100 00 08 11 2011 4 416 00 2 1518 4 98 Invesco Perpetual Income Fund Acce 08 11 2011 Investment Regular 100 00 08 11 2011 1 941 54 4 8931 5 00 Legal amp General Growth R Trust Acc 08 11 2011 Investment Regular 100 00 08 11 2011 58 05 164 0655 4 76 M amp G Recovery A Fund Acc 08 11 2011 investment Regular 08 11 2011 240 81 39 8655 Neptune Global Ey A Fund Acc 08 11 2011 Investment Reguer 08 11 2011 270 10 35 1722 Schroder Income A Fund Acc 08 11 2011 Investment Regular 08 11 2011 4 416 00 2 1518 4 00 5 00 4 98 nvesco Perpetual Income Fund Acc 10 10 2011 investment Regular 10 10 2011 1 920 40 4 9469 Legal amp General Growth R Trust Acc 10 10 2011 investment Regular 10 10 2011 55 05 173 0064 5 00 4 76 M amp G Recovery A Fund Acc 10 10 2011 investment Regular 10 10 2011 232 31 41 3241 4 00 Neptune Global Equity A Fund Acc 10 10 2011 Investment Regular 10 10 2011 245 10 38 7597 5 00 Schroder Income A Fund Acc 10 10 2011 Investment Regular 10 10 2011 4 320 00 2 1996 4 98 Invesco Perpetual Income Fund Acc 08 09 2011 Investment Regular 08 09 2011 1 877 11 5 0610 5 00 3 To print out details of your transaction select the PRINT FRIENDLY button NOTES Portfolio investments Transactions displayed were undertaken during the time period stated and on the specific fund holding stipulated and should not be regarded as a formal
22. itii expire and you ll have to set up and submit it For current tax year ISAs the IPS Cash Trading Account must contain sufficient cleared money within 14 calendar days or by the last business day of the tax year end whichever falls sooner This deat will expire on 10 07 2013 unless there is sufficient cleared money in the account by then Please note that you wont receive any reminder of the expiry date 16 18 IPS ONLINE US UIDE lt lt gt 12 BUYING FOR THE FIRST TIME VIEW SUMMARY 16 Confirm the summary if any of the details are incorrect select the appropriate EDIT button to amend 17 As a new customer the Debit card payment issue will automatically be selected 18 When you re finished select the SUBMIT button to continue Buy top up switch or sell gt Choose product Enter personal Read important Accessibility Security Led Legal amp General Group pl Enter payment View View summary details Confirmation and fund details information Debit Card Payment For your security your payment w l be taken using the secure WorldPay system below To start Select payment card type by clicking the relevant icon Next You ll be able to enter your payment card details Follow the on screen instructions to make your payment and receive your reference number At any point To edit your personal or product and fund detalls click Cancel Payment and
23. lt gt se iee Chores produst Enter personal Reed important Maa itormatina ee aes and fund CONFIRMATION Thank you for your instruction this has been received and we have sent confirmation to your email address WorldPay tzement eae H raor iis z a payment paymant View PRINT FRIENDLY to confirm receipt of your payment Your instruction will show online within 3 working days Written confirmation of this transaction wil be sent through the post to your address Your deal reference is U02DBMW Your payment reference is 130969375 Important Please print this confirmation screen and or make a note of your reference numbers above as you will need to quote these if you contact us Your selected product and funds Product Investment Fund Fund s Henderson Sterling Bond Unit Trust Inc Total amount invested Your personal details Name Mr THOMAS LEISHMAN Advised IFDS House Attn Mrs D Hazel St Nicholas Lane Basidon United Kingdom 8815 5FS National Insurance Number BA 50 16 52 A Date of birth 1570171972 Email address sarah durey landg com Telephone number Income choice Income generated by these funds will be reinvested What would you like to do next a Return to l to Investment co d toot xk BUY ONLINE VIEW CONFIRMATION 24 To print out details of your transaction select the PRINT FRIENDLY button 25 You may now choose to e Buy another
24. reference 0 00 Valuation 43 255 71 Investment Fund B50501652A1K as at 03 05 2012 Fund Units Shares Price date Value GBP Top up Fit 953 0552 03 05 2012 3 515 73 Le l Gi R Trust 1 233 4629 03 05 2012 781 03 Neptune Global Equity A Fund Acc 914 9525 03 05 2012 2547 23 Schroder Income A Fund Acc 101 6936 03 05 2012 4 794 85 Schroder UK Alpha Plus A Fund Acc 2 966 8072 03 05 2012 3 755 98 tasan VIEW CORRESPONDENCE 1 Select the View correspondence tab J rs onune user cue alale VIEW CORRESPONDENCE The View Correspondence screen opposite shows details of all the correspondence we ve sent to you 2 Select specific documents using the drop down and set the date range Legal amp General INVESTOR PORTFOLIO SERVICE THOMAS LEISHMAN Phone 0845 272 0089 Client reference 50501652 Lines open Monday Friday 9am to 5 30pm 08 05 2012 Email investor portfolio service landg com Fund Information Log off Manage my monthly Buy top up switch or sell Transaction history My personal details Investment summa Buy top up switch or sell Transaction histo View correspondence sonal details payment What would you VIEW CORRESPONDENCE like to do You re able to view copies of all correspondence we ve posted to you by using the search options below Buy If you have any questions regarding the information contained in these documen
25. screen TERM DEFINITION UNITS SHARES Number of units shares in your investment fund PRICE DATE Price date that was used to calculate your valuation PRICE P Price in pence of each of your units shares VALUE GBP Total price in pounds of your fund Portfolio Plus SIPP Non Protected Rights Insured B50501652A1K as at 03 05 2012 Policy number 2130005001 Fund Units Shares Price p Value GBP L amp G Pension First State Asia Pacific Leaders Fund 939 6870 222 2100 2 088 08 L amp G Pension Invesco Perpetual Income Fund 1 563 0870 140 1700 2 190 98 L amp G Pension M amp G Recovery Fund 1 421 4280 148 9800 2 117 64 L amp G Pension Neptune Global Equity Fund 1 532 5890 124 1400 1 902 56 L amp G Pension Schroder UK Mid 250 Fund 1 855 7900 114 0000 2 115 60 Valuation 10 414 86 Portfolio Plus SIPP Non Protected Rights Insured B50501652A1K as at 03 05 2012 Policy number 2883174001 Fund Units Shares Price date Price p Value GBP L amp G Pension First State Asia Pacific Leaders Fund 3 183 4480 03 05 2012 222 2100 7 073 94 L amp G Pension Invesco Perpetual Income Fund 5 246 3500 03 05 2012 140 1700 7 353 81 L amp G Pension M amp G Recovery Fund 4 799 3070 03 05 2012 148 9800 7 150 01 L amp G Pension Neptune Balanced Fund 5 057 7160 03 05 2012 131 7000 6 661 01 Pen lobal Equity F 5 031 8310 03 05 2012 124 1400 6 246 52 Valuation 34 485 29 IPS Cash Accou
26. statement or as a replacement for a contract note The term sales incorporates void transactions and transfers out For full details of all cancelled investments please refer to the original notification of cancellation Corrections made on a re registration transfer in are shown as a re registration transfer in with the units or shares presented as a negative value The date shown for income and tax reclaim payments is the date payment will be received The transaction date above may not reflect the pricing date and all dealing is on a forward basis THOMAS LEISHMAN Client reference 50501652 21 05 2012 Phone 0845 272 0089 Lines open Monday Friday 9am to 5 30pm Email investor portfolio service landg com Li fe z Pan FEO What would you like to do Buy Top up Switch Manage payment VIEW TRANSACTION HISTORY The screen below shows a summary of your transactions by product and your IPS Cash Account Use the search options to search and group transactions by date product fund or transaction type Search options Use the options below to search and group transactions by date product fund transaction type or designation Date range Last month Last 3 months Last6 months OR Start date End date Product All Products Fund manager All Fund Providers Fund All Funds Transaction type group All Transaction Groups i
27. that the IPS Terms and Conditions form the basis of my agreement with Legal amp General Z agree to the above declaration Important information The value of your investment may fall as well as rise and you may get back less than you invest Although there is no fixed term you should be prepared to invest for the medium to long term ideally five years or more Before making an investment you must read the Key Investor Information Document KIID for each fund you want to invest in You can access the KIID by clicking the KIID link that appears beside the fund names you ve selected You should also read the documents linked to below this paragraph They give you general information on investing with IPS as well as the IPS Terms and Conditions We recommend printand or download a copy of the KIID for each fund selected as well as the product documents IPS ONLINE US UIDE lt 20 BUY ONLINE READ IMPORTANT INFORMATION 15 Read the declaration and tick the box if you agree with it If you re buying an ISA you ll need to confirm your UK residency By ticking the declaration box you re also confirming that you ve seen the KIID for the fund s you re investing in If a KIID is available it can be viewed via the KIID link in the Choose product and fund screens 16 You must ensure that you ve read your personalised Fees and Charges Schedule and save this for your reference 17 Once completed select the NEXT button
28. the forward and back buttons on your internet browser to navigate these screens as this will lose important data To go to the next screen or return to a previous screen use the buttons in the bottom right of the page IPS ONLINE USE Legal amp General INVESTOR PORTFOLIO SERVICE Ips Account Phone 0845 272 0089 Client reference 50521509 Call charges will vary 06 08 2014 We may record and monitor calls Lines open Monday to Friday 9am to 5 30pm Email investor portfolio service landg com Need help Download our user guide restect summar E O i ae Choose ict Read important Enter View sp information Meatless ashe Confirmation Account reference B50521509A1H Mr Account1 If you ve already selected an investment product or fund s on the online IPS site this information is shown below Ifyou haven t selected an investment product or fund s or if you want to using the drop down boxes follow the steps below Step 1 Choose your investment product from the drop down list Step 2 Choose your Fund manager and fund s After selecting fund s please select Add fund to add this to your list below If you want to choose more than one fund repeat as required You can buy more than one investment product Stocks amp Shares ISA or Investment Fund ata time if you want to buy more than one you can do this once you have completed this purchase Before you proceed with your selected product and fund please ensure you v
29. to continue IMPORTANT INFORMATION As part of your investment process you must where available read the Key Investor Information Document KIID for each fund you d like to invest in The KIID gives you information about a fund helping you to understand the fund s charges and aims as well as the main risks of investing in the fund We recommend you print and or download a copy of each KIID for your records IPS ONLINE USER GUIDE A a CS ES BUY ONLINE VIEW SUMMARY ae Ee a fen erie necieate gt incorrect select the appropriate EDIT button Check the details of this application and click the Submit button below If you wish to amend any details please click on the relevant tab along the to amend top of the screen Your selected product and tunde 19 Select your preferred payment option Investment Fund Funai 20 When your details are correct select the SUBMIT Mantia aeit Bo tea Tat i button to continue NOTE If you ve chosen to pay through your IPS Cash Account or through Pending Payment move to step 24 Email address Telephone number Income choice Income generated by these funds will be reinvested Payment type Debit card gt Gofunds Platform Dealing Account Available for Visa and Maestro only ti easels eas a ts Cash Acocks Sx Kasi There is insufficient cash available for Pending Payment You can use this option to streamline the deal process so tha
30. you ve selected above You should also read the documents linked to below this paragraph They give you general information on investing with IPS as well as the IPS Terms and Conditions We 1 2 recommend you print and or download a copy of the KIID for each fund you ve selected as well as the product documents LJ IPS Terms and Conditions n A 13 SWITCH ONLINE SWITCH IN 10 Select the Fund Manager and Fund you want to switch 11 12 13 your investment into and select the ADD FUND button If you would like to invest in more than one fund simply repeat this step and click ADD FUND after you ve selected each fund This will add the chosen fund to the bottom of the screen Enter the percentage of your investment you would like to switch for each fund you ve chosen If you want to remove this choice select the X Please ensure you ve read the Key Investor Information Document KIID for the fund you re switching into If a KIID is available it can be viewed via the KIID link that appears beside the individual fund name You must also read your personalised Fees and Charges Schedule and save this for your reference Once you ve read the important information select the NEXT button to continue Your selection includes fund s that can pay income Please choose from the options below Q Reinvest Income Income generated by the funds that you are switching into will be reinveste
31. your account online If you need any help using the website please call us on 0845 272 0089 Lines are open Monday to Friday 9 00am to 5 30pm We may record and monitor calls Call charges will vary Please note that we are unable to give advice on this number If you want advice on your investments with IPS you should speak to a financial adviser If you don t already have a financial adviser and would like to speak to someone at Legal amp General s Financial Solutions Direct simply call 0800 316 5866 Lines are open Monday to Friday 9 00am to 5 00pm Calls may be recorded and monitored Calls are normally free of charge from landlines but charges may apply from mobile phones Alternatively you can email Financial Solutions Direct on advice landg com Please note our team can only advise you on Legal amp General s products If you re contacting us by email please remember not to send any personal financial or banking information because your information isn t secure 4 Download on the l GET IT ON App Store gt Google play IPS ONLINE USER GUIDE A lt D E N ale Tegal INVESTOR PORTFOLIO SERVICE About IPS Investments Pensions and Bonds Market information i a HOW CAN V E HELP You STAY INFORMED Hi ving a better understanding gt f the financial ma kets can give Our experts take a lo k at Find out what to do if you how the financial ma kets common need help signing up for are per
32. your payment THOMAS LEISHMAN Phone 0845 272 0089 Client reference 50501652 Lines open Monday Friday 9am to 5 30pm 08 05 2012 Email investor portfolio service landg com rman 23 Select the NEXT button to continue choose product Enter personal Read Important and fund details information species Debit Card Payment For your security your payment will be taken using the secure WorldPay system below To start Select payment card type by clicking the relevant icon Next You l be able to enter your payment card details Follow the on screen instructions to make your payment and receive your reference number At any point To edit your personal or product and fund details click Cancel Payment and you ll be directed to your summary screen From here you can review and amend your details To change your payment details select Start again and you ll be able to re enter your payment details Once you re happy that all the details are correct click Make Payment to proceed with your investment If you ve any problems making your payment please contact us on 0845 272 0089 Payment Successful Thank you your payment was successful Merchant s Reference vozpamx WorldPay Transaction ID 130969985 23 Accessibility Security Legal information All our websites Privacy policy Terms and conditions Sitemap Legal amp General Group plc 2011 gt IPS ONLINE US UIDE
33. 1722 Schroder Income A Fund Acc 08 11 2011 Investment Regular 100 00 08 11 2011 4 416 00 2 1518 Invesco Perpetual Income Fund Acc 10 10 2011 Investment Regular 100 00 10 10 2011 1 920 40 4 9469 Legal amp General Growth R Trust Acc 10 10 2011 investment Regular 100 00 10 10 2014 55 05 173 0064 NOTES continued Portfolio Bond e Transactions displayed are for the period stated and should not be regarded as a formal statement e Statements are issued separately to policyholders on an annual basis e Valuations are based on the unit price calculated at the date shown and exclude the value of any bonds marked work in progress This is because we are carrying out your recent instructions and a valuation isn t available Portfolio Plus Self Invested Personal Pension SIPP e Only the insured funds are reflected in your transaction history e Valuations are based on the unit price calculated at the date shown and exclude any SIPPs marked work in progress This is because we are carrying out your recent instructions and a valuation isn t available These screens may not reflect the full transaction history available due to a limit on the number of pages that can be displayed The value of these investments can fall as well as rise Please remember that past performance is not a guide to future performance a 2 O c VIEW CORRESPONDENCE We upload electr
34. 6 28 Manage payment Stocks amp Shares ISA B50521509A1H as at 04 08 2014 There are no holdings in this portfolio Contributions 0 00 Withdrawals 0 00 Valuation 0 00 Your current tax year ISA contributions for this client reference 0 00 Investment Fund B50521509A1H as ato4 08 2014 Fund Units Shares Price date Price p Value GBP ideli ic Bond 9 8 2014 5 Invesco Perpetual Income Fund Acc 5 04 08 2014 2 798 200 Investec Cautious Managed Fund Inc A 04 08 2014 110 6600 Kames High Yield Bond B Fund Inc 04 08 2014 102 8500 Legal amp General MM Income R Trust Inc 4 04 08 2014 58 5600 0 63 igh Yit ni ni 28 8786 04 08 2014 51 5400 14 88 Neptune Global Equity A Fund Acc 1 7190 04 08 2014 298 8000 5 14 Newton Global Higher Income R Fund Inc 0 1030 04 08 2014 139 7200 0 14 Old Mutual Global Strategic Bond A Fund Inc 44995 04 08 2014 196 5900 8 85 Schroder Tokyo A Fund Inc 9 8681 04 08 2014 213 1000 21 03 Threadneedle Global Select 1 Fund Acc 43720 04 08 2014 126 7200 5 54 Contributions 50 00 Withdrawals 0 06 Valuation 66 15 aa INVESTMENT SUMMARY 1 SHOW SEARCH Allows you to filter by Product Fund Manager Fund or your investment s designated purpose to see specific investment valuations 2 PRINT FRIENDLY Allows you to print your entire portfolio valuation in a print friendly way 3 USEFUL TERMS Here are a few definitions to help explain the opposite
35. 9am to 5 30pm Email investor portfolio service landg com Need help Download our user guide O e ree Mvporsonaicotans Mamoememonny What would you To help you understand how your investments are doing here are the current valuations of your IPS holdings based on unit or share price on like to do 2 the date shown We also show the value of your IPS Cash Account MY INVESTMENT SUMMARY Top up Total Contributions Total Withdrawals TOTAL VALUATION 50 00 0 06 65 95 Manage payment Stocks amp Shares ISA B50521509A1H as at05 08 2014 There are no holdings in this portfolio Contributions 0 00 Withdrawals 0 00 Valuation 0 00 Your current tax year ISA contributions for this client reference 0 00 Investment Fund B50521509A1H as at05 08 2014 Fund Units Shares Price date Price p Value GBP Fidelity Strategic Bond Fund Inc 0 0329 05 08 2014 31 3200 0 01 Invesco Perpetual Income Fund Acc 0 1920 05 08 2014 2 798 5900 5 37 Investec Cautious Managed Fund Inc 3 8552 05 08 2014 110 4000 4 26 Kames High Yield Bond B Fund Inc 0 2786 05 08 2014 102 9000 0 29 Legal amp General MM Income R Trust Inc 1 0700 05 08 2014 58 5900 0 63 M amp G High Yield Corporate Bond A Fund Inc 28 8786 05 08 2014 51 5700 1 7190 05 08 2014 297 8000 0 1030 05 08 2014 139 7300 44995 05 08 2014 196 3600 9 8681 05 08 2014 210 1000 4 3720 05 08 2014 126 7900 5 54 Contributi
36. ARY Top up Total Contributions Total Withdrawals TOTAL VALUATION pem 50 00 0 06 66 28 Manage payment Stocks amp Shares ISA B50521509A1H as at 04 08 2014 There are no holdings in this portfolio Contributions 0 00 Withdrawals 0 00 Valuation 0 00 Your current tax year ISA contributions for this client reference 0 00 Investment Fund B50521509A1H as at04 08 2014 Units Shares Price date Price p Value GBP Fidelity Strategic Bond Fund Inc 0 0329 04 08 2014 31 3400 0 01 Invesco Perpetual Income Fund Acc 0 1920 04 08 2014 2 798 2900 5 37 Ainvestec Cautious Managed Fund Inc 3 8552 04 08 2014 110 6600 4 27 Kames High Yield Bond B Fund Inc 0 2786 04 08 2014 102 8500 0 29 Legal amp General MM Income R Trust Inc 1 0700 04 08 2014 58 5600 Yit ni 28 8786 04 08 2014 51 5400 Neptune Global Equity A Fund Acc 1 7190 04 08 2014 298 8000 Newton Global Higher Income R Fund Inc 0 1030 04 08 2014 139 7200 Mutual Global ic Bond A Fund In 4 4995 04 08 2014 196 5900 Schroder Tokyo A Fund Inc 9 8681 04 08 2014 213 1000 Threadneedle Global Select 1 Fund Acc 43720 04 08 2014 126 7200 5 54 Contributions 50 00 Withdrawals 0 06 Valuation 66 15 Eza IPS ONLINE USE Legal amp General INVESTOR PORTFOLIO SERVICE Ips Account Phone 0845 272 0089 Client reference 50521509 Call charges will vary 06 08 2014 We may record and monitor calls Lines open Monday to Friday
37. ISTING REGISTERED CUSTOMERS A step by step guide to buying stocks and shares ISAs OEICs and unit trusts online TOP UP ONLINE A step by step guide to topping up your investment fund products through the website SWITCH ONLINE A step by step guide to switching your money between funds in your stocks and shares ISAs OEICs or unit trusts SELL ONLINE A step by step guide to selling part or all of your investment funds through the website TRANSACTION HISTORY Search for recent transactions you ve initiated VIEW CORRESPONDENCE We upload electronic versions of the communications we send to you in the post in your online account for you to view at any time MY PERSONAL DETAILS Change the password and security information we hold for your online account MANAGE MY MONTHLY PAYMENT Manage or start making regular payments into your porfolio investments IPS ONLINE USER GUIDE ABOUT THIS USER GUIDE Our user guide gives you step by step instructions about how to use the IPS website and make the most of it INVESTOR PORTFOLIO SERVICE IPS Whether you re saving for your family s future or for your retirement keeping a close eye on your portfolio can help you to make the most of your investments As well as information on our products and the latest market news and commentary you can register for a free online account through IPS The online account has been designed to allow you to view and manage your invest
38. If you ve chosen to receive income please select how you would like to receive these payments You have three options e Existing Income as per your existing investments e IPS Cash Account income generated by these funds will be paid into your IPS Cash Account Once in your IPS Cash Account this money can be used for any future transaction s you wish to make e Consolidated Monthly Income income generated by these funds will be held in the IPS Cash Account and paid into your nominated bank or building society account on the seventh business day of each month 13 If you ve elected to consolidate your monthly income please enter the details of the bank or building society account you d like the income paid into 14 Once completed select the NEXT button to continue LEGAL INFORMATION Legal declaration I hereby authorise Legal amp General to buy funds as detailed within this electronic instruction 1am aware that when submitting this buy top up online the instruction is subject to being accepted and processed under the IPS Terms and Conditions Submitting the buy top up will not immediately update my valuation or transaction history until the buy top up has been fully processed I declare that Iam 18 years of age or over s lam nota US person resident The information given in this application is full and accurate to the best of my knowledge and belief and will inform Le
39. Investor Portfolio Service website and make the most of it MARKET INFORMATION nentary and analysis Information on PDF 1476KB An introduction to the basic information you need to know If you decide to invest with us HELP About the service Sign up a Holp and su All our webs Privacy policy Cookie policy Terms amp cor SIGN UP AND LOG IN Find out what to do if you need help signing up for our free online service or if you ve forgotien your password Sign up and login Fund panel F 183KB Find outhow we select monitor and manage the range of investment funds you can choose from updated daily a 9 Ce es BUYING FOR THE FIRST TIME If you re a new customer and are looking at buying stocks and shares ISAs OEICs and unit trusts online you can do so through our secure and simple process The cookie settings on this website are set to allow all cookies to improve the overall p ok 9 performance of our website and give you the best user experience Find out more erst INVESTOR PORTFOLIO SERVICE Es A Portfolio investments fund range gt New customers EEEa p emeren Existing customers NEW CUSTOMERS The sooner we start working towards our financial goals in life the sooner we can meet them Whether you re saving for a new car your family s future or for a comfortable retirement investing with IPS could help you make those goals a reality Portfolio investments
40. LINE READ IMPORTANT INFORMATION 11 Read the declaration and tick to confirm if you agree with it 12 Select the NEXT button to continue amp ro me INVESTOR PORTFOLIO SERVICE THOMAS LEISHMAN Phone 0845 272 0089 Client reference 50501652 Lines open Monday Friday 9am to 5 30pm 08 05 2012 Email investor portfolio service landg com Manage my monthly Investment summary Buy top up switch or sell Transaction history View correspondence My personal details payment Personalproduct Sell currunt Read important Account reference B50501652A1K Mr T LEISHMAN Here is a summary of your personal details and your selected product and funds s If you wish to amend any of these details please use the tabs above to navigate back If the details are correct click Submit at the bottom of the screen to submit your application Your personal details Name Address Your selected product and funds Product Investment Fund Fund s to soll Units Shares held Units Shares tosell Continue monthly payments First State Gbl Emerging Mkts Leaders A Fund Acc 953 0552 50 0000 No Destination of sale proceeds IPS Cash Account Reason for sale Intermediary Remuneration SELL ONLINE READ IMPORTANT INFORMATION 13 Check the summary for your sell request If any of the details are incorrect return to the appropriate previous steps by selecting the BACK button 14 Select the SUBMIT button t
41. Monday to Friday 9am to 5 30pm Email investor portfolio service landg com Need help Download our user guide Transaction history vin correspondence My personal detalis Mansoa y monii You can use our online service to manage your Investor Portfolio Service IPS in order to Buy new funds to add to your existing portfolio Invest more money in your existing funds top up Sell of switch your units Monthly payments and joint investments if you want to make monthly payments into your funds and you don t already have a Direct Debit set up for this product or you want to buy a unit trust or OEIC in joint names please complete and return the paper application form on the Transactions page Please note If you have a Portfolio Bond or Portfolio Plus Self Invested Personal Pension you can t currently manage either of these products via this online service To make changes to or if you have any queries on these investments please contact us You may have received advice or a recommendation in the past regarding one or more of the products available on this website and their Suitability for you If you are now switching funds or investing new money either through topping up an existing investment or taking out a new product please note that this website doesn t provide financial advice or recommendations Legal amp General haven t accessed whether the products available are suitable for you This means you don t have the p
42. NEXT button to continue Legal amp General INVESTOR PORTFOLIO SERVICE Phone 0845 272 0089 Call charges will vary We may record or monitor calls Lines open Monday to Friday 9am to 5 30pm Email investor portfolio service landg com Buy top up switch or sell gt SoU SOE BD jdt Read important Enter paymant ails information details Thank you for your instruction this has been received and we have sent confirmation to your email address WorldPay wa als to confirm receipt of your payment Your instruction will show online within 3 working days Wikian confirmation of this rmnsaction wil be sent through the post to your address View View summary Confirmation 22 Your deal reference is U0O2DBMW Your payment reference is 130969375 Important Please print this confirmation screen and or make a note of your reference numbers above as you will need to quote these if you contact us Your selected product and funds Product Investment Fund Fund s Henderson Stering Bond Unit Trust Inc Your personal details Name BUYING FOR THE FIRST TIME VIEW CONFIRMATION 22 To print out details of your transaction select the PRINT FRIENDLY button Your purchase is complete Why not register for the online service to keep track of your investments D 09 Ce Pee Lc ACCESS YOUR ACCOUNT INCLUDING FORGOTTEN PASSWORD In this section of the user guide we ll take you through how to log into your
43. PS you can Buy an ISA and Investment Funds ad E Cmm E ww Top up your existing ISA and Investment Funds 7 i Switch funds within your ISA or Investment Funds Sell funds within your ISA or Investment Funds View a summary of IPS products you hold Manage your existing monthly payments View your transaction history Accessibility Security Legal information All our websites Privacy policy Terms and conditions Sitemap Legal amp General Group pic 2011 IPS ONLINE USER GUIDE A a 19 md General INVESTOR PORTFOLIO SERVICE Phone 0845 272 0089 Lines open Monday Friday 9am to 5 30pm Email investor portfolio service landg com Log in Register T E REQUEST NEW PASSWORD If you ve forgotten your password you can request a new one by completing the details below We ll send an email containing a link to a page where you ll be asked some additional security questions in order to confirm your identity You ll then be able to reset your password Please note for security reasons the link will expire 2 hours after it s sent to you Accessibility Security Lega information All our websites Privacy policy Terms and conditions Sitemap Legal amp General Group pic 2011 FORGOTTEN PASSWORD 2 You can request a new password by entering your client reference this starts with 50 and your date of birth 3 Click the NEXT button to continue We ll send an email co
44. Read important ens View summary Viaw confirmation 7 Select the NEXT button to continue Account reference B50501652A1K Mr T LEISHMAN Select the product which holds the funds you wish to sell from Your personal details Name Client reference Date of birth Do you have a National Insurance Number National Insurance Number Mr THOMAS LEISHMAN 50501652 45 01 1972 Yes BA 50 16 52 A IFDS House Attn Mrs D Hazel St Nicholas Lane Basildon S15 5FS United Kingdom Email address sarah durey landg com Telephone number Select product Select the product which holds the funds you wish to sell from Product Investment Fund E Intermediary Remuneration us General INVESTOR PORTFOLIO SERVICE THOMAS LEISHMAN Phone 0845 272 0089 Client reference 50501652 Lines open Monday Friday Sam to 5 30pm 08705 2012 Email investor portfolio serviceglandg com Fund Information Log of a is a n top up switch or sell T D J Personaiprodust soi current Mirad important detalia holdings iometon View summary Whew confinnamon Account reference B50501652A1K Mr T LEISHMAN Select funds Step 1 Select the fund manager for the fund you wish to sell your units shares from Step 2 Select the fund s you wish to sell your units shares from and click Add fund You can add as many funds as you like to the list When you ve finished you can choose another fund manager and add more
45. The screen below shows a summary of your transactions by product and your IPS Cash Account Use the search options to search and group transactions by date product fund or transaction type Search options Use the options below to search and group transactions by date product fund transaction type or designation Date range ee en ee Last month Last 3 months Last6 months OR Start date End date Product Transaction type group All Transaction Groups All Products j Designation Fund manager All Fund Providers P Search for investments designated for a purpose Fund max 8 character length All Funds ED o Com Search Results Stocks amp Shares ISA B50501652A1K 8s at 18 05 2012 Fund Date Transaction Type GBP anes Int charge Price date Price p Units Shares GBP Henderson Sterling Bond Unit Trust inc 09 05 2012 Investment Lump Sum 10 000 00 09 05 2012 55 59 17 255 4956 407 67 Invesco Perpetual Income Fund Acc 14 11 2011 Investment Cancellation 100 00 08 11 2011 1 941 54 4 8931 5 00 Legal amp General Growth R Trust Ace 14 11 2011 Investment Cancellation 100 00 08 11 2011 58 05 164 0655 4 76 M amp G Recovery A Fund Acc 14 11 2011 investment Cancellation 100 00 08 11 2011 240 81 39 8655 4 00 Neptune Global Equity A Fund Acc 14 11 2011 Investment Cancellation 100 00 08 11 2011 270 10 35 1722 5 00 Schroder Income A Fund Acc 14 11 2011
46. Top up Date range Switch Last month Last 3 months Last6months OR Startdate 8 2 2012 Enddate 5 2012 Manage payment Product Transaction type group All Transaction Groups CA Products Fund manager Sentech fo rch for investments All Fund Providers designated for a purpose Fund max 8 character length AllFunds Search Results Last 3 months There are no transactions for this search Please use the search options above to select different search criteria Notes Portfolio Investments transactions displayed are undertaken during the time period stated and on the specific fund holding stipulated and should not be regarded as a formal statement or as a replacement for a contract note The term sales incorporates void transactions and transfers out For full details of all cancelled investments please refer to the original notification of cancellation Corrections made on a re registration transfer in will be shown as a re registration transfer in with the units or shares presented as a negative value The date shown for income and tax reclaim payments is the date payment will be received The transaction date above may not reflect the pricing date and all dealing is on a forward basis Portfolio Bonds transactions displayed are for the period stated and should not be regarded as a formal statement Statements are issued separately to policyholders on an annual basis Valuations are
47. U re 0 p ty lt lt gt co amp yo INVESTOR PORTFOLIO SERVICE THOMAS LEISHMAN Client reference 50501652 08 05 20 12 Phone 0845 272 0089 Lines open Monday Friday Sam to 5 30pm Email investor portfolio service landg com Fund iniommation Ez eee My personal datas Perscnaliproduct Selicurrent Read Important pr os View summary View confirmation Information Account reference B50501652A1K Mr T LEISHMAN Please review the below legal declaration carefully and confirm that you agree to the terms before proceeding Legal information declaration agree that authorise Legal amp General to sell funds as detailed in this electronic instruction understand that if am selling funds my investment will be sold at the next valuation point after acceptance of the instruction 1 am aware that when submitting this online sell instruction the instruction is subject to being accepted and processed under Legal amp General s Terms amp Conditions Submitting the sell instruction will not immediately update my valuation IPS Cash Account or transaction history until the sell instruction has been fully processed confirm that have read the General Key Features and the Fund Key Features documents E agree to the above declaration Accessibility Security Leaal information All our websites Privacy policy Terms and conditions Sitemap Legal amp General Group ple 2011 SELL ON
48. account where you can securely view your portfolio valuation and manage your investments We ll also help you understand what to do if you ve forgotten your password and how to get a new one 1 YOUR ACCOUNT INCLUDING LOGIN OR REGISTER Select Your Account and then press the LOGIN OR REGISTER button Alternatively select Log in to your portfolio in the menu on the left of the screen and then press the LOGIN OR REGISTER button The cookie settings on this website are set to allow all cookies to improve the overall ox Y performance of our website and give you the best user experience Find out more INVESTOR PORTFOLIO SERVICE es ee ed ae Th A HOW CAN WE HELP YO gt Log in to your portfolio Tm STAY INFORMED Having a better understanding of the financial markets can give you confidence when managing your portfolio Our expert gey market analysis can give you exactly that gt The benefits of being with us i vig CONTACT US To help ensure you can Invest in a stocks and always keep in touch with shares ISA quickly and us and your investments easily with IPS today we try to make it as easy as possible for you to contact us the way you prefer Contact us EXPERT INSIGHT Our experts take a look at how the financial markets are performing the latest economic trends and how these could impact the performance of your funds Market commentary SIMPLICITY Our h
49. ast regarding one or more of the products available on this website and their suitability for you If you are now switching funds or investing new money either through topping up an existing investment or taking outa new product please note that this website doesn t provide financial advice or recommendations Legal amp General haven t accessed whether the products available are suitable for you This means you don t have the protection you would have received if Legal amp General had done this It s up to you to decide if an investment with IPS is suitable for your needs If you re unsure please seek financial advice When you buy new investments or change your existing investments for example by switching between funds or increasing a regular investment or deciding to reinvest income you will invest into commission free or unbundled share classes and pay your charges differently from any commission included or bundiea share classes you already hold This means that if you hold funds you bought before these changes you may have funds on two different charging structures To understand more about how the fees and charges on your investments are calculated on commission included and commission free funds you can read our Investment Charging Guide here Select account Existing Account 8B50521509A1H Mr Accountl Available products Investment Fund Account reference 850521509A1H Mr
50. based on the unit price calculated at the date shown and exclude the value of any bonds marked work in progress This is because we are carrying out your recent instructions and a valuation isn t available Portfolio Plus Self Invested Personal Pension PPSIPP holdings only the insured funds are reflected in your transaction history Valuations are based on the unit price calculated at the date shawn and exclude any PPSIPPs marked work in progress This is because we are carrying out your recent instructions and a valuation isn t available These screens may not reflect the full transaction history available due a limit on the number of pages that can be displayed The value of these investments can go down as well as up Please remember that past performance is not a guide to future performance Accessibility Security Legal information All our websites Privacy policy Terms and conditions Sitemap Legal amp General Group ple 2011 TRANSACTION HISTORY 2 Define your search by selecting the product Fund Manager Fund and transaction type group followed by selecting the SEARCH or SHOW ALL buttons gt IPS ONLINE US UIDE lt lt oe TRANSACTION HISTORY Investment summary like to do Buy Top up Switch Manage payment Buy top up switch or sell Transaction history View correspondence My personal detalls What would you VIEW TRANSACTION HISTORY HIDE SEARCH
51. bout how the fees and charges on your investments are calculated on commission included and commission free funds you can read our Investment Charging Guide here Paying Your Platform Fee Your Platform Fee is paid from money held in your IPS Cash Account To ensure you have enough money in your IPS Cash Accountto pay the charges you can WorldPay k vsa GS IMPORTANT INFORMATION j As part of your investment process you must where Accessibility Security Legal information All our websites Privacy policy Terms and conditions Sitemap available read the Key Investor Information Document Tr e NE KIID for each fund you d like to invest in The KIID gives you information about a fund helping you to understand the fund s charges and aims as well as the main risks of investing in the fund We recommend you print and or download a copy of each KIID for your records seme moe eee nen ET gt LEGAL INFORMATION Legal declaration I hereby authorise Legal amp General to buy funds as detailed within this electronic instruction 1am aware that when submitting this buy top up online the instruction is subject to being accepted and processed under the IPS Terms and Conditions Submitting the buy top up will not immediately update my valuation or transaction history until the buy top up has been fully processed I declare that lam 18 years of age or over s lam nota US person resident
52. client reference 0 00 Valuation 43 255 71 Investment Fund B50501652A1K as at 03 05 2012 Fund UnitarShares Price date Price p Value GBP Top up First State Gb Emerging Mkts Leaders A Fund Acc 953 0552 03 05 2012 368 8900 3 515 73 Legal amp General Growth R Trust Acc 1 233 4629 03 05 2012 63 3200 761 03 Neptune Global Equity A Fund Acc 914 9525 03 05 2012 278 4000 2 547 23 Schroder Income A Fund Acc 101 6936 03 05 2012 4 715 0000 4 794 85 Schroder UK Alpha Plus A Fund Acc 2 966 8072 03 05 2012 126 6000 3 755 98 Valuation 15 394 82 TOP UP 4 TOP UP ONLINE INVESTMENT SUMMARY 1 Select Top up from the menu on the left Or select the funds you want in the Top up column shown in the main investments summary followed by the TOP UP button if you choose the second option go to step 5 Please note you ll only be able to top up into commission free funds you hold You can no longer add additional money into commission included funds you hold IMPORTANT INFORMATION You can only top up one investment fund product at a time If you re an existing Portfolio Bond or Portfolio Plus Self Invested Personal Pension SIPP customer and would like to make a further investment into the product please contact your financial adviser If you don t have a financial adviser you can call Legal amp General s Financial Solutions Direct on 0800 316 5866 Lines are open Monday to F
53. d O Receive Income If you would like to receive the income please select this option and make your choice from below Already receive income on an existing IPS investment If you would like the income from your new investment to be paid into the same bank building society account as your existing income please select the Existing income option below Ifyou would like to have the income from your selected investments paid to your nominated bank account on the same day each month please select the Consolidated monthly income option below If you would like to have the income from your selected investments paid to your IPS Cash Account please select the IPS Cash Account option below Once in your IPS Cash Account this money can be used to pay for any fees that are due and for any future transaction s you may wish to make If you would like us to change your nominated bank building society details for your entire IPS Portfolio please contact us Existing Income option Income will continue to be treated as already instructed for other funds IPS Cash Account option Income generated by these funds will be paid into your IPS Cash Account Once in your IPS Cash Account this money can be used to pay any fees due and for any future transaction s you wish to make Consolidated Monthly Income Income generated by these funds will be held in the IPS Cash Account and paid into your nominated bank account on the 7th busine
54. e read the information in the Important Information box below In there it explains the documents you need to read before making your decision We also recommend that you read more about the products we offer on our Portfolio Investments page Select investment product Products Select product Add funds Fund manager Select fund manager a BUY ONLINE ENTER PERSONAL DETAILS 4 Select the Product from the drop down list 5 Select the Fund Manager and Fund you wish to purchase then select the ADD FUND button IPS ONLINE USER GUIDE A a 27 Select investment product Products Investment Fund Add funds Fund manager Henderson Global investors Fund _Henderson Sterling Bond Unit Trust Inc E ADD FUND Your chosen funds Fund name Lump sum amount anderson Sterling Bond Uit 50 000 00 a ial vane Total amount to invest 50 000 0 Funds marked with an asterisk are not on our select panel o tande Tha aemmenanon Of this fund may have been moved across to Legal amp General from another investment Provider or it may have once been on fur selected panel and subsequently removed following the ongoing reviews we perform of the funds on our panel For more information on we select monitor and manage our panel of funds please click herd Accessibility Security Legal information All our websites Privacy pol
55. e received if Legal amp General had done this It s up to you to decide if an investment with IPS is suitable for your needs If you re unsure please seek financial advice When you buy new investments or change your existing investments for example by switching between funds or increasing a regular investment or deciding to reinvest income you will invest into commission free or unbundled share classes and pay your charges differently from any commission included or bundled share classes you already hold This means that if you hold funds you bought before these changes you may have funds on two different charging structures To understand more about how the fees and charges on your investments are calculated on commission included and commission free funds you can read our Inv i j Select account Existing Account B50521509A1K Mr I AccountL Available products Stocks amp Shares ISA a Investment Fund Account reference B50521509A1H Mr I Account Accessibility Security Legal information All our websites Privacy policy Terms and conditions Sitemap Legal amp General Group pic 2014 BUY ONLINE CHOOSE PRODUCT AND FUND You can use our online service to buy new funds to add to your existing portfolio or to buy new portfolio investments 2 Select the existing account in the drop down list 3 Select the NEXT button to continue TIP Do not use
56. e you ve clicked CONFIRM TIP Do not use the forward and back buttons on your internet browser to navigate these screens as this will clear the information you ve inputted To go to the next screen or return to a previous screen use the buttons at the bottom of the page
57. ease call us if you wish to inform us of a change in your other personal details Your personal details Top up Switch Date of birth 15 01 1972 Manage payment National Insurance Number BA 50 16 52 A Advice Type Advised Address IFDS House Attn Mrs D Hazel St Nicholas Lane Basildon United Kingdom SS15 5FS Accessibility Security Legal information All our websites Privacy policy Terms and conditions Sitemap Lega amp General Group ple 2011 MY PERSONAL DETAILS The My Personal Details screen opposite shows the personal details we hold for you 2 If you need to update your password and or security information use the EDIT button at the bottom of the screen For security you ll need to enter your existing password to be able to update your personal details IMPORTANT INFORMATION If you wish to tell us of a change in your other personal details such as your name or address please call 0845 272 0089 and our dedicated team will be happy to help Call charges will vary We may record and monitor calls Lines are open Monday to Friday 9 00am to 5 30pm J rs onune user oue alale MY PERSONAL DETAILS 3 Please complete the relevant sections in the online form on the screen to make changes to your password email address or other security details I wr 4 Once completed press SUBMIT at the bottom General INVESTOR PORTFOLIO SERVICE of the page THOMAS LEISHMAN Phone 0845 272 0089
58. ebsites Privacy policy Terms and conditions Sitemap Legal amp General Group pic 2011 MANAGE MY MONTHLY PAYMENT If you make monthly payments into your product s these will be listed on screen or you can apply to start making regular monthly payments 4 To pay money into the IPS Cash Account by cheque click on the PAY BY CHEQUE button and print out and complete the form that s generated Send this to the Legal amp General address given on the form 5 On this screen you can view the available and cleared balances relating to your IPS Cash Account Payment for any ISA or Investment Funds can only be made from the IPS Cash Account applicable to your product Payment for any pension or bond trades can only be made from the Trading Account applicable to your product The available balance is the cleared balance plus any money that we ve received and processed but is not yet cleared You can place deals using this balance This figure may also be affected by any recent instruction or deal we re carrying out The cleared balance is the amount of cleared money within the IPS Cash Account that can be withdrawn or used to place deals This figure may be affected by any recent instruction or deal we re carrying out gt IPS ONLINE US UIDE lt o E What would you like to do Buy Top up Switch Manage payment Platform account Platform account 8B50501652A1K Mr T LEISHMAN Holder s Mr
59. elpful guides can help to explain some common areas of investing such as asset classes and common financial jargon putting you in control Helpful guides SIGN UP AND LOG IN Find out what to do if you need help signing up for our free online service or if you ve forgotten your password NEWS YOU MIGHT ALSO BE INTERESTED IN 04 08 14 40 000 households using Help 4 08 1 information on investing PDF 1476KB 183KB An introduction to the basic Find out how we select Information you need to know monitor and manage the Ifyou decide to invest with us range of investment funds You are here ABOUT IPS INVESTMENTS Benefits of our secure online New customers servia Existing customers EVERY Legal amp General Group ple 2014 Accessibilty Security Legal information DAY MATTERS Contactus MARKET INFORMATION Market commentary and analysis Industry news Helpful guides you can choose from HELP About the service Sign up and log in Help and support Re registration Service Changes to charges Allour websites Privacy policy Cookie policy Terms amp conditions Sitemap Mog SEE NEXT PAGE Legal amp General INVESTOR PORTFOLIO SERVICE Phone 0845 272 0089 Call charges will vary We may record and monitor calls Lines open Monday to Friday 9am to 5 30pm Email investor portfolio service landg com Need help Download our user guide
60. epeating steps 2 to 4 until you ve selected all of the funds you wish to invest in 5 Read the important information in the Fees and Charges section which gives you information on the fees and charges you ll pay when investing with IPS 6 Read the documents in the Important information section Before making an investment you must read the Key Investor Information Document KIID for each fund you want to invest in You can access the KIID by clicking the KIID link that appears beside the fund names you ve selected above They give you general investment information as well as details on cancellation compensation and complaints We recommend you print and or download a copy of the KIID for each fund you ve selected You should also read and print and or download a copy of the relevant product documents under this section 7 Once you ve completed the steps above select the NEXT button to continue TIP Do not use the browser forward and back buttons to navigate these screens as this will lose important data IPS ONLINE USER GUIDE A El D 10 BUYING FOR THE FIRST TIME ENTER PERSONAL DETAILS AND PAYMENT OPTIONS 8 Enter your personal details To find your address Buasbe etal ss simply enter your post code and click the FIND Please enter your personal details below All fields marked with an are mandatory ADDRESS button and select your full address to Please select automaticall
61. estment held in commission free unbundled fund classes you ll pay the following fees and charges Platform Fee This covers services provided to you by IPS for the administration of your investment Fund Charge s The fund manager will charge the costs of running the fund including dealing charges ongoing charges and some may charge a performance eee te es Charge is shown on the Key Investor Information Document KIID for the fund There s a link to the relevant KIID s in the table You will find full details of these charges in the Personalised Fees and Charges Schedule on the Read important information screen To understand more about how the fees and charges on your investments are calculated and paid on commission free or unbundled funds and how this works with your existing investments you can read our Investment Charging Guide here BUYING FOR THE FIRST TIME PRODUCT AND FUND SELECTION You can use our online service to buy new portfolio investments as a new customer If you re an existing customer read the Buy online section of this guide 1 Select the Product you wish to invest in from the drop down list 2 Select the Fund Manager and Fund you wish to invest in from the drop down lists under Add funds 3 Select ADD FUND button 4 Enter the amount you wish to invest Choose the X button to remove any selections you don t require You can add more than one fund by r
62. f First State Gbl Emerging Mkts Leaders A Fund Acc Fundis to switch into Investec Cautious Managed A Fund Inc Income choice Income generated by the funds that you are switching into will be reinvested SUBMIT SWITCH ONLINE VIEW SUMMARY 20 Check the summary for your switch application If any of the details are incorrect return to the appropriate previous step using the grey tabs at the top of the page 21 If the details are correct select the SUBMIT button to continue amp egies INVESTOR PORTFOLIO SERVICE THOMAS LEISHMAN Client roforonco 50501852 000672012 Phone 0345 272 0089 Linos open Monday Friday Sam to 5 Email ewestorpertiolio serw Manage my monthly ot ee ee CONFIRMATION View Account reference 85050165241 Mr T LEISHMAN Thank you fee your instruction ranzacton will be sent through n this has been received and we have sent confirmation to your email address Written confirmation of this the post to your address Your deal reference is UO2DBN Important Pioase print thie confirmation screen andlor make a noie of fe refernce number above as you wil need to quote these you contact us What would you like to do next Logot Your personal details Name Advice Type Address National Insurance Number Date of birth Email address Telephone number Mr THOMAS LEISHMAN Avisad IFOS houso Atin Mrs D Hazet St Nicholas Lane Basti
63. fore starting your application If you need any additional information on your fund choices or the charges this can be found on the Fund Information page Please provide details below for the investment you re switching from and select Next Please don t use the forward and back arrows on your browser as youll lose any information you ve entered Please use the Next button below to proceed or tabs above your account reference to navigate to any section Telephone number product Select the product which holds the funds you wish to switch from Investment Fund SWITCH ONLINE ENTER PERSONAL PRODUCT DETAILS 4 Check if your personal information is correct and edit if necessary 5 Select the product that holds the fund you wish to switch holdings from 6 Select the NEXT button to continue TIP Do not use the forward and back buttons on your internet browser to navigate these screens as this will clear the information you ve entered To go to the next screen or return to a previous screen use the buttons in the bottom right of the page IPS ONLINE US UIDE lt 22 rel General INVESTOR PORTFOLIO SERVICE THOMAS LEISHMAN Client reference 50501652 08 05 2012 Phone 0845 272 0089 Lines open Monday Friday Sam to 5 30pm Email investor portfolio service landg com Fund information ene en biter a Read important enre Samitin Snik Area Information Verany Accou
64. forming the Ii test our free online service or if economic renas ana how these could Impact the of EVERY DAY MATTERS PAGE 1 SEE NEXT PAGE THE HOMEPAGE Let s get started and run through what s available to you on the homepage when you first visit www onlineips co uk FEATURES AT YOUR FINGERTIPS 1 YOUR ACCOUNT Existing users can log in and new users can register 2 ABOUT IPS Find out more about IPS and the benefits of being with us 3 INVESTMENTS Find out how to buy and top up investments through IPS our re registration services and the funds we offer on our carefully selected panel 4 PENSIONS AND BONDS If you re an existing Portfolio Bond or Portfolio Plus Self Invested Personal Pension SIPP customer you can find out more about managing your investments 5 MARKET INFORMATION Keep up to date with commentary on market developments feature articles financial news and our latest video guides 6 HELP Information about IPS and help with using the service IPS ONLINE USER GUIDE 7 FUND FINDER Find out more about the funds we offer on our carefully selected panel The cookie sewngs 10 improve the overall p nce of ou ind give the best use bnce Find out more Cees INVESTOR PORTFOLIO SERVICE i f HOW CAN WE HELP YOU STAY INFORMED gt In to your portfolio Log Having a better understanding of the financial markets can give Manage your you confidence when managing your po
65. fund range IPS offers a carefully selected panel of funds chosen to meet the needs of our customers as well as a UK based Customer Service Team and access to a secure online service to give you the control you need when managing your investments Our website doesn t provide advice or personal recommendations We haven t assessed whether this product is suitable for you This means that you don t have the protection you would have received if we had done this It s up to you to decide if an investment with us is suitable for your needs If you re unsure you can contact a financial adviser who can advise you If you would like to speak to someone from Legal amp General s Financial Solutions Direct please see the Investment advice section on our contact us page Important Information The value of an investment and any income you take from it can fall as well as rise and you may get back less than you invested Although there is no fixed term you should be prepared to hold this investment for five years or longer and ideally not tie yourself to a fixed end date snows HOE AL BUY A STOCKS AND SHARES ISA OR INVESTMENT FUND OPEN A JOINT HOLDING INVESTMENTS TRANSFER AN ISA TO IPS SET UP A REGULAR INVESTMENT SPEAK TO A FINANCIAL ADVISER SHARE THIS PAGE oan You are here Home gt Investments gt New customers ABOUT IPS INVESTMENTS MARKET INFORMATION HELP Benefits of our secure New customers Ma
66. fund s to sell from Step 3 Enter the number of units shares you want to sell or choose the Sell all box if you want to sell all units shares Please note if you re selling all units shares in an income fund the income from this fund will cease to be paid going forward If you re selling unitsishares from a fund where you have a monthly payment into that fund and you want to continue with your payments into this fund select Step 4 Click Next Fund manager _ First State investments UK Limited E Fund First State Gbl Emerging Mkts Leaders A Fund Act 18 Unitsishares held Unis shares Solali Remove fund to sell 9 L First State Gbl Emerging Mkts Leaders A Fund Acc o w Amessibility Security Legal information All our websites Privacy policy Terms and conditions Sitemap Legal amp General Group ple 2011 SELL ONLINE SELECT PRODUCT 8 Select the Product Fund Manager and Fund that you wish to sell and select the ADD button 9 Enter the amount you wish to sell or tick Sell all Choose the X button to remove any selections you don t want 10 Select the NEXT button to continue TIP Do not use the forward and back buttons on your internet browser to navigate these screens as this will clear the information you ve entered To go to the next screen or return to a previous screen use the buttons in the bottom right of the page gt IPS ONLINE
67. gal amp General Portfolio Management Services Limited without delay of any change in my circumstances affecting any of the information in this form lagree to The IPS Platform Fee for use of the IPS service authorise Legal amp General to collect this fee from my IPS Cash Account If there is insufficient money in my IPS Cash Account authorise Legal amp General to sell enough of my assets to pay the IPS Platform Fee in accordance with the IPS Terms and Conditions The Fund Charges shown as the Total Ongoing Charge paid to the Fund Manager from the capital or income of your investment Details of these charges are given in your personalised Fees and Charges Schedule in the Important Information box below This is an important document and it shows a personalised example of the actual costs of the charges to you You should read this document and keep it open for reference as you complete this transaction We recommend you save it to your computer or print it before you invest Ihave received the relevant product documents relating to my investment These can be found in the Important Information box below confirm that have read the current Key Investor Information Document KIID for the fund s wish to invest in AKIID can be viewed by clicking the KIID link that appears beside the individual fund name on the Choose product and fund screen Ihave received the IPS Terms and Conditions and agree to be bound by them agree
68. gal amp General Portfolio Management Services Ltd Payment Method MasterCard Description U02DBMW Amount 50 000 00 Card Details You must fill in fields marked with Card number Security Code Expiry Date Cardholder s Name START AGAIN MAKE PAYMENT CANCEL PURCHASE WorldPay UK Limited 2011 Accessibilty Security Legal information All our websites Privacy policy Terms and conditions Sitemap Legal amp General Group plc 2011 TOP UP ONLINE ENTER PAYMENT DETAILS If you ve selected to pay by debit card please follow the instructions below 14 Check the payment details are correct then choose the payment method you d like to use 15 Complete the required details followed by selecting the MAKE PAYMENT button Ps OMINE USE alae TOP UP ONLINE ENTER PAYMENT DETAILS You ll receive a message on screen confirming regals INVESTOR PORTFOLIO SERVICE your payment THOMAS LEISHMAN Phone 0845 272 0089 Client reference 50501652 Lines open Monday Friday Sam to 5 30pm 08 05 2012 Email investor portfolio service landg com rman 16 Select the NEXT button to continue choose product Enter personal Read Important and fund details information species Debit Card Payment For your security your payment will be taken using the secure WorldPay system below To start Select payment card type by clicking the relevant icon Next You l be able to enter you
69. h Account Select account Existing Account B50521509A1K Mr Accountl Available products Investment Fund Account reference B50521509A1H Mr Account 2 Select Sell from the list of transaction types 3 Confirm that you understand and agree that the money from this online transaction will pay money into your IPS Cash Account not directly into your nominated bank or building society account 4 Select the Existing Account you wish to switch funds from 5 Select the NEXT button to continue IMPORTANT INFORMATION If you re an existing Portfolio Bond or Portfolio Plus Self Invested Personal Pension SIPP customer and would like to make a withdrawal from your the product please contact your financial adviser If you don t have a financial adviser you can call Legal amp General s Financial Solutions Direct on 0800 316 5866 Lines are open Monday to Friday 9 00am to 5 00pm We may record and monitor calls Calls are normally free of charge from landlines but charges may apply from mobile phones Please note we can only advise you on Legal amp General s products SELL ONLINE SELECT PRODUCT 6 Select the product that holds the funds you wish to sell from and the reason investment summary Buy top up switch or sell Transaction history View correspondence My personal detalis Manage my monthly Fags gt Personal product Sali current detalis hoidings
70. he Choose product and fund screen Ihave received the IPS Terms and Conditions and agree to be bound by them agree that the IPS Terms and Conditions form the basis of my agreement with Legal amp General Z l agree to the above declaration IPS ONLINE US UIDE lt lt a TOP UP ONLINE READ IMPORTANT INFORMATION 9 Read the declaration and tick the box to confirm if you agree with it If you re topping up an ISA you ll need to confirm your UK residency By ticking the declaration box you re also confirming that you ve seen the KIID for the fund s you re investing in Please see the information below for more detail about the KIID 10 Click the NEXT button to continue IMPORTANT INFORMATION As part of your investment process you must where available read the Key Investor Information Document KIID for each fund you d like to invest in The KIID gives you information about a fund helping you to understand the fund s charges and aims as well as the main risks of investing in the fund If a KIID is available it can be viewed via the KIID link in the Choose product and fund screens We recommend you print and or download a copy of each KIID for your records Manage my monthly Ss payment D f Chooseprossxt Entar personai Read important Enter payment View and fund dotais information eA Staite Contrmaten Check the details of this application and click the Submit but
71. hoice select the X 9 Select the NEXT button to continue Account reference B50521509A1H Mr Accountt Step 1 Select the fund manager for the fund you wish to invest into Step 2 Select the fund s you wish to move your money into and click Add fund You can add as many funds as you like to your list When you ve finished you can choose another fund manager and add more fund s to switch into Step 3 Enter the percentage of your total proceeds that you wish to invest in your new fund s This needs to total 100 Please also see the Investing with IPS for minimum investment amounts Step 4 Click Next 1 0 Please make sure you read Investing with IPS Important Fund Information and the IPS Terms and Conditions m Select funds select the filnd s you want to buy units or shares into Fund manager Investec Asset Management Fund ADD FUND Investec Cautious Managed Fund Inc Fund name Investec Cautious Managed Fund Inc 11 Important information The value of your investment may fall as well as rise and you ey aneee less than you invest Although there is no fixed term you should be prepared to invest for the medium to long term ideally five years or more Before making an investment you must read the Key Investor Information Document KIID for each fund you want to invest in You can access the KIID by clicking the KIID link that appears beside the fund names
72. icy Terms and conditions Sitemap Legal amp General Group pic 2011 BUY ONLINE ENTER INVESTMENT AMOUNT 6 Please ensure you ve read the Key Investor Information Document KIID for each fund you wish to invest in If a KIID is available it can be viewed via the KIID link that appears beside the individual fund name s We recommend you print and or download a copy of each KIID for your records 7 Enter the amount you wish to invest Choose the X button to remove any selections you don t require 8 Once completed select the NEXT button to continue IMPORTANT INFORMATION As part of your investment process you must where available read the KIID for each fund you d like to invest in The KIID gives you information about your investment and the options available to you helping you to understand the nature of the risks of investing in this fund Legal amp General INVESTOR PORTFOLIO SERVICE THOMAS LEISHMAN Phone 0845 272 0089 Client reference 50501652 Lines open Monday Friday Sam to 5 30pm 08 05 2012 Email investor portfolio service landg com Fund Information ry ry Manage my monthly investment summar Buy top up switch or sell Transaction histor My personal details Manage my month payment gt ea and fund YOUR PERSONAL DETAILS We require additional information for your product purchase Please complete the required information below Name Mr THOMAS LEISHMAN Client reference 50501652
73. le to invest which may include any uncleared funds Cleared amount is the amount of money cleared within your IPS Cash Account that you can withdraw This figure may be affected by any recent instruction that we are carrying out The value of these investments can go down as well as up Please remember that past performance is not a guide to future performance Accessibility Security Legal information All our websites Privacy policy Terms and conditions Sitemap Legal amp General Group pic 2011 IPS ONLINE US UIDE Hida All of your IPS investments are shown on this screen including a fund breakdown From this screen you can view the transaction history for each investment Alternatively select the Transaction history tab in the top menu which will take you to a screen showing transaction history for all your IPS investments If you d like to print a copy of this screen for your records please use the PRINT FRIENDLY link highlighted on the previous page 4 IPS CASH ACCOUNT This is an account that allows you to temporarily hold cash alongside your stocks and shares ISAs Open Ended Investment Companies OEICs and unit trusts without being invested in a fund or product This feature also helps you to manage the money in and between your portfolio investments You can add money to your existing portfolio investments buy new investments or easily withdraw money from your IPS Cash Accou
74. ments online giving you greater control and access to your investment portfolio Plus you ll still continue to get the benefits that you currently get from IPS More information on how to register for the online service can be found on the next page of this user guide By signing up for your free online account you ll also get access to online features including e Access to your portfolio 24 hours a day seven days a week e Print friendly valuations across your entire IPS portfolio e The ability to securely buy switch top up and sell your portfolio investments online e The ability to track your previous transactions e Online access to past statements and other correspondence from us e Fund information and market commentary from our experts e Financial news and feature articles e A secure website offering peace of mind when you re transacting online Of course you can still soeak to a financial adviser at any time as well If you need any help using the site please call us on 0845 272 0089 Lines are open Monday to Friday 9 00am to 5 30pm We may record and monitor calls Call charges will vary HOW DO I REGISTER FOR THE ONLINE SERVICE Registering for the free online service from IPS is simple and secure All you ll need is Your client reference number to hand it starts with 50 An active personal email account that you check regularly Once you have these simply follow the steps bel
75. nding trade by clicking on the Cancel button on the row of the deal When you re happy with the deals and the order please click Confirm You can use the Back button if you want to return to the previous screen and you can use the Undo button to cancel any changes in priority or cancellations you ve made Priority IPS Deal Reference Product Investment Submitted Amount Date 1 U02DBTY Investment Fund 100 00 24 05 12 16 24 46 U02DBUV Investment Fund 28 05 12 43 11 02 U02DBV1 Investment Fund E 28 05 12 14 34 26 7 Accessibility Security Lega information All our websites Privacy policy Terms and conditions Sitemap Lega amp General Group pic 2011 6 If you ve any pending deals to process these will be displayed at the bottom of this page You can use pending deals to streamline the deal process by filling in the deal details now and paying later by cheque for example You can change the priority by clicking the UP and DOWN arrows You can cancel a particular pending trade by clicking on the CANCEL button on the row of the deal 7 When you re happy with the deals and the order please click CONFIRM 8 You can use the BACK button if you want to return to the previous screen and you can use the UNDO button to cancel any changes in priority or cancellations you ve made If you ve made any changes the screen will show updated information onc
76. nk building society account as your existing income please select the Existing income option below If you would like to have the income from your selected investments paid to your nominated bank account on the same day each month please select the Consolidated monthly income option below If you would like to have the income from your selected investments paid to your IPS Cash Account please select the IPS Cash Account option If you would like us to change your nominated bank building society details for your entire IPS Portfolio please contact us Existing income option O IPS Cash Account option Income generated by these funds will be paid into your IPS Cash Account Once in your IPS Cash Account this money can be used for any future transaction s you wish to make O Consolidated Monthly Income Income generated by these funds will be held in the IPS Cash Account and paid into your nominated bank account on the 7th business day of each month Important If this option is selected the bank account details entered below will replace the nominated bank details currently held for this account If you need to check these details please contact us Please provide your bank building society account details where you d like the income to be paid 14 Accessibility Security Legal information All our websites Privacy policy Terms and conditions Sitemap Legal amp General Group ple 2011 12
77. nt 50501652A1K as at 03 05 2012 Account details Reserved amount Available to invest Cleared amount Cash Available for Investment 200 31 200 31 0 00 Valuation Notes The Total Valuation is based on the latest available unit or share price information and includes any cash Stocks amp Shares ISAs and Investment funds valuations are based on the selling price for units or shares on the date shown OEIC valuations are at Net Asset Value price All unit prices are subject to daily fluctuation and may go down as well as up The valuation shown isn t necessarily the price you d receive if you sold your investment Pricing data is provided by Financial Express Prestel Portfolio Bond holdings valuations are based on the unit price calculated on the date shown and exclude the value of any bonds marked work in progress This is because we are carrying out your recent instructions and a valuation isn t available Portfolio Plus Self Invested Personal Pension PPSIPP holdings only the insured funds are reflected in your valuation Valuations are based on the unit price calculated at the date shown and exclude any PPSIPPs marked work in progress This is because we are carrying out your recent instructions and a valuation isn t available IPS Cash Account Reserved amount is any money that has already been allocated and is therefore not available to invest Available to invest is the amount of money availab
78. nt reference B50501652A1K Mr T LEISHMAN Select funds Select the fund s you want to sell units or shares from Step 1 Select the fund manager for the fund you wish to switch your units shares from Step 2 Select the fundis you wish to switch your units shares from and click Add fund You can add as many funds as you like to the list When you ve finished you can choose another fund manager and add more fund s to switch from Step 3 Enter the number of units shares you want to switch or choose the Switch al box if you want to switch all units shares Please note if you re switching all units shares in an income fund the income from this fund will cease to be paid Step 4 Click Next If you d like to view your current fund holdings please click here Fund manager _First State Investments UK Limited Bi Fund First State Gbl Emerging Mkts Leaders A Fund Acc ADD FUND Unitsishares Units shares held Acmamals Switch all Remove fund 8 C First State Gb Emerging Mkts Leaders A Fund Acc Accessibility Security Legal information All our websites Privacy policy Terms and conditions Sitemao Legal amp General Group plc 2011 SWITCH ONLINE SWITCH OUT 7 Select the Fund Manager the Fund and select ADD FUND 8 You can either specify the number of units or shares to sell or tick the box to sell all the units or shares If you want to remove this c
79. nt to your nominated bank or building society account ee 2 Co es Le BUY ONLINE FOR EXISTING REGISTERED CUSTOMERS IPS allows you to buy stocks and shares ISAs OEICs and unit trusts online If you re an existing Portfolio Bond or Portfolio Plus Self Invested Personal Pension SIPP customer and would like to make a further investment into the product please contact your financial adviser If you don t have a financial adviser you can call Legal amp General s Financial Solutions Direct on 0800 316 5866 Lines are open Monday to Friday 9 00am to 5 00pm We may record and monitor calls Calls are normally free of charge from landlines but charges may apply from mobile phones Please note we can only advise you on Legal amp General s products Ps OMINE USE alale BUY ONLINE INVESTMENT SUMMARY REN INVESTOR PORTFOLIO SERVICE 1 To purchase a new investment select Buy from Ips Account Phone 0845 272 0089 the menu on the left Client reference 50521509 Call charges will vary 05 08 2014 We may record and monitor calls Lines open Monday to Friday 9am to 5 30pm Email investor portfolio service andg com Need help Download our user guide ko a personal tals What would you To help you understand how your investments are doing here are the current valuations of your IPS holdings based on unit or share price on like to do the date shown We also show the value of your IPS Cash Account My INVESTMENT SUMM
80. ntaining a link to a page where you can reset your password PLEASE NOTE for security reasons the link will expire two hours after It s sent to you 4 Once you ve received the email click on the link and enter your details to create a new password 5 For security you ll need to provide answers to the security questions you entered when you set up your IPS account We may use these in future to identify you when accessing your account 6 To further ensure the security and privacy of your account please update your password and security questions 7 Select CONFIRM to update your log in details and access your account ea A Ce es INVESTMENT SUMMARY So you re now logged in Here s a quick run through of the headings and links you ll see The first screen will show you the valuation of your portfolio investments gt IPS ONLINE US UIDE ORICE Legal amp General INVESTOR PORTFOLIO SERVICE Ips Account1 Phone 0845 272 0089 Client reference 50521509 Call charges will vary 05 08 2014 We may record and monitor calls Lines open Monday to Friday 9am to 5 30pm Email investor portfolio service landg com Need help Download our user guide a Ss Ee What would you Ha pe you aprene pew yn uaman am l here ore the current valuations of your IPS holdings based on unit or share price on of vo ash Accou Top up Total Contributions Total Withdrawals TOTAL VALUATION Switch 50 00 0 06 6
81. o obtain a copy of your information please write to us at Legal amp General Group Plc Investor Portfolio Service PO Box 1112 Chelmsford CM99 2UX agree to the use of my information as set out above understand that a copy of the completed application and or IPS Terms and Conditions is available on request have read the Declaration carefully agree that the IPS Terms and Conditions form the basis of my agreement with Legal amp General 14 BUYING FOR THE FIRST TIME READ IMPORTANT INFORMATION 11 Read the declaration and tick the box if you agree with it By ticking the declaration box you re also confirming that you ve seen the KIID for the fund s you re investing in A KIID can be viewed by clicking the KIID link that appears beside the individual fund name on the Choose product and fund screen 12 If you re buying an ISA you ll also need to confirm that you re a UK resident 13 Indicate whether you re happy to receive marketing material from us or not 14 Please ensure you ve read the personalised fees and charges schedule 15 Once completed select the NEXT button to continue IMPORTANT INFORMATION As part of your investment process you must where available read the Key Investor Information Document KIID for each fund you d like to invest in The KIID gives you information about a fund helping you to understand the fund s charges and aims as well as the main risks of investing
82. o proceed IPS ONLINE USER GUIDE A a D 62 SELL ONLINE VIEW SUMMARY Legl 15 To print out details of your transaction select the General INVESTOR PORTFOLIO SERVICE PRINT FRIENDLY button THOMAS LEISHMAN Phone 0845 272 0089 Client reference 50501652 Lines open Monday Friday 9am to 5 30pm 18 05 2012 Email investor portfolio service landg com cant E mia yee ni haaa ES ne gt rsonaliprodu Soli currant Read important yy 1 5 details hoidinga Infomation EER LJ Account reference B50501652A1K Mr T LEISHMAN Thank you for your instruction Written confirmation of this transaction will be sent through the post to your address Your deal reference is U02DBPW Important Please print this confirmation screen and or make a note of the refernce numbers above as you will need to quote these if you contact us Your personal details Name Mr THOMAS LEISHMAN Address IFDS House Attn Mrs D Hazel St Nicholas Lane Basildon United Kingdom S15 5FS National Insurance Number BA 50 16 52 A Date of birth 15 01 1972 Email address sarah durey landg com Telephone number Your selected product and funds Product Investment Fund Fund s to sell Units Shares held Units Shares to sell Continue monthly payments First State Gb Emerging Mkts Leaders A Fund Acc 853 0552 All No Destination of sale proceeds IPS Cash Account Reason for sale Intermediary Remuneration a 00 Ct Pes LE TRANSACTION HISTORY
83. o reinvest income you will invest into commission free or unbundled share classes and pay your charges differently from any commission included or bundled share classes you already hold This means that if you hold funds you bought before these changes you may have funds on two different charging structures To understand more about how the fees and charges on your investments are calculated on commission included and commission free funds you can read our Investment Charging Guide here Select transaction type Buy Top Up O Switch Sell If you place this instruction between the 1st and 9th business day of the month this may impact our calculations and prevent us from following your previous instruction to sell units to cover regular withdrawals charges and or fees Please refer to your Terms amp Conditions for more information on the sell down process Important Money withdrawn from your fund s online is not automatically paid into your nominated bank account and will be paid into your IPS Cash Account To make a withdrawal and have it sent directly to your bank or building society account you can call our UK call centre on 0845 272 0089 or write to us at our Customer Services address Lines are open Monday to Friday 9 00am to 5 30pm Call charges vary We may record and monitor calls Z l understand and agree that the money from this online Sell transaction will be paid into my IPS Cas
84. obe Acrobat Reader installed on your PC or laptop If you need to install it please scroll down to the bottom of the page and left click on the logo This software is free to download a 209 Ce Pe EZ MY PERSONAL DETAILS If you need to let us know that you ve updated your email address or want to change the password on your account the next few pages will show you how to do just that IPS ONLINE USE Legal amp General INVESTOR PORTFOLIO SERVICE THOMAS LEISHMAN Client reference 50501652 08 05 2012 Phone 0845 272 0089 Lines open Monday Friday 9am to 5 30pm Email investor portfolio service landg com Fund Information Manage my monthly Buy top up switch or sell Transaction history View correspo Investment summary Buy top up switch or sell Transaction histon View corresponder e ni mant What would you like to do Buy Top up Switch Manage payment The screen below shows the current valuations of your Investor Portfolio Ser7 TE SES Account valuation MY INVESTMENT SUMMARY row seanon A TOTAL VALUATION 103 550 68 Stocks amp Shares ISA B50501652A1K as at 03 05 2012 Fund Units Shares Price date Price p Value GBP Top up Fir 1 567 7149 03 05 2012 360 7600 5 655 69 First l 386 3660 1 425 27 Invesco Perpetual Income Fund Acc 510 6521 03 05 2012 2 077 3900 10 608 24 Legal amp General Growth R Trust Acc 5 524 3183 03 05 2012 63 3200 3 498
85. on United Kingdom SS15 FS BAS01852A ssnotnie72 sarah durey ardg com Your selected product and funds Product Investment Fund Fund s to switch out of First State Gb Emerging Mkts Leaders A Fund Acc Fund s to switch into Investoc Cautious Managed A Fund Ine Income choice Income generated by the funds that you are switching into wil be reinvested Acsonatity Secunty Legal nlomaton All eur wobsitos Privacy poley Terms and condtons Sitemap Logal amp General Group pic 2011 SWITCH ONLINE VIEW CONFIRMATION You ll receive a message on screen confirming your payment You ll be given a deal reference number and in a few minutes you ll receive an email confirming that your switch request has been accepted 22 To print out details of your transaction select the PRINT FRIENDLY button 23 You may now choose to e Buy another product e Return to your investment summary e Log off b a a Ce Pe SELL ONLINE You can sell part or all of your investment online The next few pages are a step by step guide to help you do just that IPS ONLINE USER GUIDE A a D 56 SELL ONLINE BUY TOP UP SWITCH OR SELL Tegl amp y INVESTOR PORTFOLIO SERVICE 1 Select the Buy top up switch or sell tab at the Ips Accountt Phone 0845 272 0089 top of the page Client reference 50521509 Call charges will vary 06 08 2014 We may record and monitor calls Lines open
86. onic versions of the communications we send to you in the post such as your annual statement to your account for you to view at any time IPS ONLINE USE Legal amp General INVESTOR PORTFOLIO SERVICE THOMAS LEISHMAN Client reference 50501652 08 05 2012 Buy top up switch or sell Transaction history What would you The screen below shows the current valuations of y8 like to do MY INVESTMENT SUMMARY Phone 0845 272 0089 Lines open Monday Friday 9am to 5 30pm Email investor portfolio service landg com Fomamiomason a Manage my monthly MWy personal detalis pay My personal detalis amet holdings and your IPS Cash Account valuation Buy Top up Switch Stocks amp Shares ISA B50501652A1K as at 03 05 2012 Manage payment Fund Units Shares TOTAL VALUATION 103 550 68 BUY NEW FUNDS Price date Price p Value GBP Top up Fit 1 567 7149 03 05 2012 360 7600 5 655 69 First Invesco Perpetual Income Fund Acc 386 3660 510 6521 1 425 27 03 05 2012 2 077 3900 10 608 24 Legal amp General Growth R Trust Acc 524 3183 03 05 2012 63 3200 3 498 00 M amp G Recovery A Fund Acc 3 876 6202 03 05 2012 266 5300 10 332 36 Neptune Balanced Fund Acc 1 123 5490 03 05 2012 470 8000 5 289 67 1 508 1585 03 05 2012 278 4000 4 198 71 47 6727 03 05 2012 4 715 0000 2 247 77 Your current tax year ISA contributions for this client
87. ons 50 00 Withdrawals 0 06 Valuation 65 82 fama SWITCH ONLINE INVESTMENT SUMMARY 1 Select SWITCH on the left hand side unti Client reference 50521509 4 General INVESTOR PORTFOLIO SERVICE Phone 0845 272 0089 Call charges will vary We may record and monitor calls Lines open Monday to Friday 9am to 5 30pm Email investor portfolio service landg com Need help Download our user guide Fund information gt Manage my monthly s Tr tory View correspondence My personal detalis pay investment summa Buy top up switch or sell Transaction hist View corres nce My sonal detalis ment You can use our online service to manage your Investor Portfolio Service IPS in order to Buy new funds to add to your existing portfolio Invest more money in your existing funds top up Sell or switch your units Monthly payments and joint investments if you want to make monthly payments into your funds and you don t already have a Direct Debit setup for this product or you want to buy a unit trust or OEIC in joint names please complete and return the paper application form on the Transactions page Please note If you have a Portfolio Bond or Portfolio Plus Self Invested Personal Pension you can t currently manage either of these products via this online service To make changes to or if you have any queries on these investments please contact us You may have received advice or a recommendation in the p
88. ow 1 REGISTER Visit www onlineips co uk login and follow the instructions on screen marked Already an Investor Portfolio Service customer but not yet registered for this online service EMAIL CONFIRMATION You ll then receive an email confirming that we ve received your registration request For security reasons we ll send you a letter within five working days to the address registered with your account giving you a temporary password Your temporary password will be valid for just six weeks for security reasons LOGGING IN FOR THE FIRST TIME You ll need to have your customer reference number and the temporary password we send you to hand Then visit www onlineips co uk login and follow the instructions on screen marked Just received a password from us through the post and accessing the site for the first time SECURITY Once logged in you ll be asked to change your temporary password for one that you ve chosen You ll also need to provide answers to some security questions that only you should know the answer to for example What was your first car YOU RE IN You can start enjoying all the benefits detailed in this guide that the free online service IPS brings you Please note the online IPS service is only available to customers who have chosen not to receive ongoing advice from a financial adviser If you ve chosen to pay for ongoing advice please speak to your adviser about how to access
89. pay the IPS Platform Fee in accordance with the IPS Terms and Conditions The Fund Charges shown as the Total Ongoing Charge paid to the Fund Manager from the capital or income of your investment Details of these charges are given in your personalised Fees and Charges Schedule in the Important Information box below This is an important document and it shows a personalised example of the actual costs of the charges to you You should read this document and keep it open for reference as you complete this transaction We recommend you save it to your computer or print it before you invest I have received the relevant product documents relating to my investment These can be found in the Important Information box below confirm that have read the current Key Investor Information Document KIID for the fund s wish to invest in AKIID can be viewed by clicking the KIID link that appears beside the individual fund name on the Choose product and fund screen Ihave received the IPS Terms and Conditions and agree to be bound by them agree that the IPS Terms and Conditions form the basis of my agreement with Legal amp General Z agree to the above declaration IPS ONLINE US UIDE ty lt lt gt 52 SWITCH ONLINE READ IMPORTANT INFORMATION 18 Read the declaration and tick the box if you agree with it If you re buying an ISA you ll need to confirm your UK residency By ticking the declaration box you re also confirming
90. please contact your financial adviser or our customer services Before you proceed with your selected product and fund please ensure you ve read the information in the Important Information box below In there it explains the documents you need to read before making your decision If you need any more information specific to your selected fund s please see our Fund A Z where you can access the fund factsheet We also recommend that you read more about the products we offer on our Portfolio Investments page This website doesn t provide financial advice or personal recommendations Legal amp General haven t assessed whether the products available are suitable for you This means you don t have the protection you would have received if Legal amp General had done this It s up to you to decide if an investment with IPS is suitable for your needs If you re unsure please seek financial advice Select investment product _ 3 Select fund manager Fund Your chosen funds Funds marked with an asterisk are not on our select panel of funds The administration of this fund may have been moved across to Legal amp General from another investment provider or it may have once been on our selected panel and subsequently removed following the ongoing reviews we perform of the funds on our panel For more information on how we select monitor and manage our panel of funds please click here Fees and Charges For any inv
91. portfolio service landg com sini Buy top up switch or sell Transaction history View correspondence My personal detalis eee What would you The screen below shows the current valuations of your Investor Portfolio Service IPS holdings and your Ike to do MY INVESTMENT SUMMARY snow seann Buy TOTAL VALUATION 103 550 68 Top up Switch Stocks amp Shares ISA B50501652A1K as at 03 05 2012 Manage payment Fund Units Shares Price date Price p Value GBP Top up Fir 1 567 7149 03 05 2012 360 7600 5 655 69 First l 386 3660 1 425 27 Invesco Perpetual Income Fund Acc 510 6521 03 05 2012 2 077 3900 10 608 24 Legal amp General Growth R Trust Acc 5 524 3183 03 05 2012 63 3200 3 498 00 M amp G Recovery A Fund Acc 3 876 6202 03 05 2012 266 5300 10 332 36 Neptune Balanced Fund Acc 1 123 5490 03 05 2012 470 8000 5 289 67 1 508 1585 03 05 2012 278 4000 4 198 71 47 6727 03 05 2012 4 715 0000 2 247 77 Your current tax year ISA contributions for this client reference 0 00 Valuation 43 255 71 Investment Fund B50501652A1K as at 03 05 2012 Fund Units Shares Price date Value GBP Top up Fir 953 0552 03 05 2012 3 515 73 Li l Gi R Trust 1 233 4629 03 05 2012 781 03 Neptune Global Equity A Fund Acc 914 9525 03 05 2012 2547 23 Schroder Income A Fund Acc 101 6936 03 05 2012 4 794 85 Schroder UK Alpha Plus A Fund Acc 2 966 8072 03 05 2012 3 755 98 tasan
92. product e Return to your investment summary e Log off D 20 Ce Pe TOP UP ONLINE IPS allows you to top up your stocks and shares ISAs OEICs and unit trust investments online Here we take you through how to do this step by step IPS ONLINE US UIDE lt gt 36 Legal amp General INVESTOR PORTFOLIO SERVICE THOMAS LEISHMAN Phone 0845 272 com Client reference 50501652 Lines open 08 05 2012 Email investor po gt i emmena What would you The screen below shows the current valuations of your Investor Portfolio Service IPS holdings and your IPS Cash Account valuation TOTAL VALUATION 103 550 68 Stocks amp Shares ISA B50501652A1K as at 03 05 2012 Melba Fund Units Shares Price date Price p Value GBP Top up First State Asia Pacific Leaders A Fund Acc 1 567 7149 03 05 2012 360 7600 5 655 69 First State Gbl Emerging Mkts Leaders A Fund Acc 386 3660 03 05 2012 368 8900 1 425 27 Invesco Perpetual Income Fund Acc 510 6521 03 05 2012 2 077 3900 10 608 24 Legal amp General Growth R Trust Acc 5 524 3183 03 05 2012 63 3200 3 498 00 M amp G Recovery A Fund Acc 3 876 6202 03 05 2012 266 5300 10 332 36 Neptune Balanced Fund Acc 1 123 5490 03 05 2012 470 8000 5 289 67 Neptune Global Equity A Fund Acc 1 508 1585 03 05 2012 278 4000 4 198 71 Schroder Income A Fund Acc 47 6727 03 05 2012 4 715 0000 2 247 77 Your current tax year ISA contributions for this
93. r payment card details Follow the on screen instructions to make your payment and receive your reference number At any point To edit your personal or product and fund details click Cancel Payment and you ll be directed to your summary screen From here you can review and amend your details To change your payment details select Start again and you ll be able to re enter your payment details Once you re happy that all the details are correct click Make Payment to proceed with your investment If you ve any problems making your payment please contact us on 0845 272 0089 Payment Successful Thank you your payment was successful Merchant s Reference vozpamx WorldPay Transaction ID 130969985 16 Accessibility Security Legal information All our websites Privacy policy Terms and conditions Sitemap Legal amp General Group ple 2011 gt IPS ONLINE US UIDE lt lt ae iee Chores produst Enter personal Reed important Maa itormatina ee aes and fund CONFIRMATION detalia Thank you for your instruction this has been received and we have sent confirmation to your email address WorldPay TOP UP ONLINE VIEW CONFIRMATION 17 To print out details of your transaction select the PRINT FRIENDLY button 18 You may now choose to to confirm receipt of your payment Your instruction will show online within 3 working days Written confirmation of this tran
94. riday 9 00am to 5 00pm We may record and monitor calls Calls are normally free of charge from landlines but charges may apply from mobile phones Please note we can only advise you on Legal amp General s products Ps OMINE USE alale TOP UP ONLINE CHOOSE PRODUCT AND FUND Teg ley INVESTOR PORTFOLIO SERVICE 2 Select your existing account in the drop down list Ips Account f Phone 0845 272 0089 A A 4 i eran rene 3 Select the NEXT button to continue Lines open Monday to Friday 9am to 5 30pm Email investor portfolio service landg com TIP Do not use the forward and back buttons on your internet browser to navigate these screens as this will clear the information you have inputted To go to the next screen Buytopupswtohorson ransscton netar personne a Manage my monthly or return to a previous screen use the buttons in the bottom right of the page Need help Download our user guide You can use our online service to manage your Investor Portfolio Service IPS in order to Buy new funds to add to your existing portfolio Invest more money in your existing funds top up Sell or switch your units Monthly payments and joint investments if you want to make monthly payments into your funds and you don t already have a Direct Debit set up for this product or you want to buy a unit trust or OEIC in joint names please complete and return the paper application form on the Transactions page
95. rket commentary and About the service online service Existing customers analysis Sign up and log in Industry news Help and support Helpful guides Re registration Service Changes to charges Legal amp General Group plc 2014 KEY DOCUMENTS Investing with IPS Q37199 PDF 1 29MB Important Fund Information PDF 373KB Key Investor information Document HELPFUL GUIDES User Guide PDF 2 09MB Guide To Investment Jargon PDF 475KB Guide to Asset Classes PDF 343KB FUND PERFORMANCE IPS Portfolio Investments Performance Q2 2014 PDF 750KB Accessibilty Security Legalinformation All our websites Privacy policy Cookie policy Terms amp conditions Sitemap Contactus reel gt IPS ONLINE U re 0 b Alaj BUYING FOR THE FIRST TIME If you ve already registered for a secure account please see our Buy online for existing registered customers section If you re a new customer to IPS please follow the steps below Visit www onlineips co uk investments new customers and follow the instructions under BUY A STOCKS AND SHARES ISA OR INVESTMENT FUND Please note if you re an existing advised customer you ve agreed to pay adviser charges on your investment the online buy process is for non advised customers If you apply using the links on this page you ll set up a Separate non advised IPS account To add to your existing advised investment or for further information
96. rm am resident in the UK IMPORTANT PLEASE READ DATA PROTECTION Use of your information by Legal amp General We take your privacy very seriously We use the personal information collected via this form and any other information that you provide to us your information for the purposes of 1 Providing you with our products and services and dealing with your enquiries and requests 2 Administering your investment 3 Carrying out market research statistical analysis and customer profiling and 4 Sending you marketing information by post telephone email and SMS about products and services of companies in the Legal amp General group and of third parties whose products and services we offer to our customers By continuing with this application you agree to receive the information as described in 4 above unless you tell us otherwise by ticking the box below Iwish to opt out of receiving marketing material Given the global nature of our business we may need to transfer your information to countries outside the European Economic Area in order to provide our services to you Disclosures We will disclose your information to other companies within the Legal amp General group of companies regulatory bodies law enforcement agencies future owners of our business and suppliers we engage to process data on our behalf Access You have the right to ask for a copy of your information in return for payment of a small fee T
97. rotection you would have received if Legal amp General had done this It s up to you to decide if an investment with IPS is suitable for your needs If you re unsure please seek financial advice When you buy new investments or change your existing investments for example by switching between funds or increasing a regular investment or deciding to reinvest income you will invest into commission free or unbundled share classes and pay your charges differently from any commission included or bundled share classes you already hold This means that if you hold funds you bought before these changes you may have funds on two different charging structures To understand more about how the fees and charges on your investments are calculated on commission included and commission free funds you can read our Investment Charging Guide here Select transaction type gt Buy Top Up Switch C Sell Select account Existing Account Available products Accessibility Security Legal information All our websites Privacy policy Terms and conditions Sitemap Leqal amp General Groun plc 2014 IPS ONLINE U re 0 b lt gt 57 onthi aaen Trananotonniany viwomroapondenco myporsoneiomtans Manos minanie You can use our online service to manage your Investor Portfolio Service IPS in order to Buy new funds to add to your existing portfolio Inves
98. rtfolio Our expert itaona market analysis can give you exactly that 8 CONTACT US Our email post and phone contact details 9 NEWS Keep up to date with the latest financial news gt The benefits of being with us FUND FINDER View our fund range CONTACT US To help ensure you can Invest in a stocks and always keep in touch with shares ISA quickly and stments easily with IPS today we try to make it as easy as possible for you to contact us the way you prefer EXPERT INSIGHT Our experts take a look at how the financial markets are performing the latest economic trends and how these could impact the performance of your funds Market commentary SIMPLICITY Our helpful guides can help to explain some common areas of investing such as asset classes and common financial jargon putting you In control Helpful guides NEWS YOU MIGHT ALSO BE INTERESTED IN 04 08 14 40 000 households Buy 04 08 14 Councils urged to work with private investors 01 08 14 Mortgage lending set to top 200bn 01 08 14 Work under way on flood defences 31 07 14 Profit warnings at three year high 31 07 14 Debts bring separating couples together You are here Home ABOUT IPS INVESTMENTS of our secure online EVERY Legal amp General Group pic 2014 DAY 7 j ity Legal Information MATTERS Comac Usor guide PDF 2094KB Step by step instructions about how to use the
99. s and charges on your investments are calculated on commission included and commission free funds you can read our Investment Charging Guide here Select account Existing Account B50521509A1H Mr Account Available products Stocks amp Shares ISA Investment Fund Account reference B50521509A1H Mr Account Accessibility Security Legal information All our websites Privacy policy Terms and conditions Sitemap Legal amp General Group plc 2014 Ps OMINE USE alale TOP UP ONLINE CHOOSE PRODUCT AND FUND Tepl amp INVESTOR PORTFOLIO SERVICE 4 Select the product from the drop down list Ips Account Phone 0845 272 0089 s Sane eect Wi 5 Select the Fund Manager and Fund you wish to e a en and ea cer purchase then select the ADD FUND button Need help Download our user guide finsnomaton rreren summa kendan macnn vawoorespondenoe mypernomsiaerone Merosni Choose product feed important View x Account reference B50521509A1H Mr Account1 If you ve already selected an investment product or fund s on the online IPS site this information is shown below Ifyou haven t selected an investment product or fund s or if you want to using the drop down boxes follow the steps below Step 1 Choose your investment product from the drop down list Step 2 Choose your Fund manager and fund s After selecting fund s please select Add fund to add thi
100. s are reflected in your transaction history Valuations are based on the unit price calculated at the date shown and exclude any PPSIPPs marked work in progress This is because we are carrying out your recent instructions and a valuation isn t available These screens may not reflect the full transaction history available due to a limit on the number of pages that can be displayed The value of these investments can go down as well as up Please remember that past performance is not a guide to future performance We use Cash Adjustments to make changes to your holdings when needed From 1 July 2013 we also use Cash Adjustments to deduct any basic rate tax due on any AMC or platform rebates you receive The fund marker in front of the fund names indicates commission free share class funds IPS ONLINE USE as INVESTOR PORTFOLIO SERVICE THOMAS LEISHMAN Phone 0845 272 0089 Client reference 50501652 Lines open Monday Friday Sam to 5 30pm Email investor portfolio service landg com Buy top up switch or sell Transaction history z What would you VIEW TRANSACTION HISTORY lt like to do The screen below shows a summary of your transactions by product and your IPS Cash Account Use the search c options to search and group transactions by date product fund or transaction type P o ch Search options Use the options below to search and group transactions by date product fund transaction type or designation
101. s to your list below If you want to choose more than one fund repeat as required You can buy more than one investment product Stocks amp Shares ISA or Investment Fund at a time If you want to buy more than one you can do this once you have completed this purchase Before you proceed with your selected product and fund please ensure you ve read the information in the Important Information box below In there it explains the documents you need to read before making your decision We also recommend that you read more about the products we offer on our Portfolio Investments page Select investment product Products Select product Add funds Fund manager Gelect fund manager ADD FUND IPS ONLINE U re 0 p lt gt 20 TOP UP ONLINE ENTER INVESTMENT AMOUNT Add funds f 6 Enter the amount you wish to invest Choose the X button to remove any selections you don t require pila Sareea Seer You should read the Key Investor Information E Eun ace foo El Document KIID for the fund s you with to top up If a KIID is available it can be viewed via the KIID link that appears beside the individual fund name Investment Fund Total amount to invest 30 00 Funds marked with an asterisk are not on our select panel of funds The administration of this fund may have been moved across to Legal amp General from another investment provider or i
102. saction will be sent through the post to your address Your deal reference is U02DBMW Your payment reference is 130969375 Important e Buy another product e Return to your investment summary Please print this confirmation screen and or make a note of your reference numbers above as you will need to quote these if you contact us Your selected product and funds Product Investment Fund Fund s Henderson Sterling Bond Unit Trust Inc e Log off Total amount invested Your personal details Name Mr THOMAS LEISHMAN Advised FDS House Attn Mrs D Hazel St Nicholas Lane Basiddon United Kingdom SS155FS National Insurance Number 8A 50 16 52 Date of birth 1570171972 Email address sarah durey landg com Telephone number Income choice Income generated by these funds will be reinvested What would you like to do next a o Return to l to Investment co d toot x a 20 C8 Pe SWITCH ONLINE IPS allows you to switch your money online between funds in your stocks and shares ISAs OEICs and unit trusts Please note you cannot switch between a stocks and shares ISA and an OEIC or unit trust This section will walk you through the switching process IPS ONLINE USER GUIDE Legal amp General INVESTOR PORTFOLIO SERVICE Ips Account Phone 0845 272 0089 Client reference 50521509 Call charges will vary 06 08 2014 We may record and monitor calls Lines open Monday to Friday
103. ss day of each month If this option is selected the bank account details entered below will replace the nominated bank details currently held for this account If you need to check these details please contact us Please provide your bank building society account details where you d like the income to be paid 17 Accessibility Security Legal information All our websites Privacy policy Terms and conditions Sitemap Legal amp General Group pic 2014 SWITCH ONLINE YOUR INCOME PAYMENT DETAILS Any income you may receive from your portfolio investments can either be reinvested or paid to you as an income 14 INCOME PAYMENT OPTIONS e Reinvest income select this option if you d like any income to be reinvested back into the fund If you select this option go to step 17 e Receive income select this option if you d like to receive any income from the fund you re invested in 15 If you ve chosen to receive income please select how you d like to receive these payments You have three options e Existing Income as per your existing investments e IPS Cash Account income generated by these funds will be paid into your IPS Cash Account Once in your IPS Cash Account this money can be used for any future transaction s you wish to make e Consolidated Monthly Income income generated by these funds will be held in the IPS Cash Account and paid into your nominated bank or
104. t may have once been on our selected panel and subsequently removed following the ongoing reviews we perform of the funds on our panel For more information on how we select monitor and manage our pane of funds please click 7 here You must ensure that you ve read your personalised Fees and Charges Schedule and save this for your Fees and Charges reference For any investment held in commission free unbundled fund classes you ll pay the following fees and charges Platform Fee 8 Once you ve completed your selection click the This covers services provided to you by IPS for the administration of your investment 1 r NEXT button to continue Fund Charge s The fund manager will charge the costs of running the fund including dealing charges ongoing charges and some may charge a performance fee The Ongoing Charge is shown on the Key Investor Information Document KIID for the fund There s a link to the relevant KIID s in the table above In the Important Information box below is your Personalised Fees and Charges Schedule This is an important document and it shows a personalised example of the actual costs of the charges to you You should read this document and keep it open for reference as you complete this transaction We recommend you save it to your computer or print it before you invest As an existing customer when you buy new investments you may have funds on two different charging structures To understand more a
105. t more money in your existing funds top up Sell or switch your units Monthly payments and joint investments if you want to make monthly payments into your funds and you don t already have a Direct Debit set up for this product or you want to buy a unit trust or OEIC in joint names please complete and return the paper application form on the Transactions page Please note If you have a Portfolio Bond or Portfolio Plus Self Invested Personal Pension you can t currently manage either of these products via this online service To make changes to or if you have any queries on these investments please contact us You may have received advice or a recommendation in the past regarding one or more of the products available on this website and their suitability for you If you are now switching funds or investing new money either through topping up an existing investment or taking out a new product please note that this website doesn t provide financial advice or recommendations Legal amp General haven t accessed whether the products available are suitable for you This means you don t have the protection you would have received if Legal amp General had done this It s up to you to decide if an investment with IPS is suitable for your needs If you re unsure please seek financial advice When you buy new investments or change your existing investments for example by switching between funds or increasing a regular investment or deciding t
106. t you can fil in the deal details and set up a pending deal now but pay later for example by i We will process the deal when there is sufficient money in the Cash Trading Account We must receive sufficient money within 14 calendar days of the deal being set up otherwise the deal will expire For products dependent on tax year sufficient money must be received within 14 calendar days or by tax year end whichever falls sooner This deal will expire on 22 05 2012 unless there is sufficient cleared money in the account by then Please note that you won t receive any reminder of the expiry date IMPORTANT INFORMATION Please note you ll still see your IPS Cash Account as an option even if there are insufficient funds in your IPS Cash Account to cover the transaction Client reference 50501652 amp re INVESTOR PORTFOLIO SERVICE indormation Debit Card Payment For your security your payment will be taken using the secure WorldPay system below To start Select payment card type by clicking the relevant icon Next You ll be able to enter your payment card details Follow the on screen instructions to make your payment and receive your reference number At any point To edit your personal or product and fund details click Cancel Payment and you ll be directed to your summary screen From here you can review and amend your details To change your payment details select Start again and you ll be able to re
107. that you ve seen the KIID for the fund s you re investing in If a KIID is available it can be viewed via the KIID link in the Choose product and fund screens 19 Once completed select the NEXT button to continue IMPORTANT INFORMATION As part of your investment process you must where available read the Key Investor Information Document KIID for each fund you d like to invest in The KIID gives you information about a fund helping you to understand the fund s charges and aims as well as the main risks of investing in the fund If a KIID is available it can be viewed via the KIID link in the Switch in screen We recommend you print and or download a copy of each KIID for your records Legal amp General INVESTOR PORTFOLIO SERVICE THOMAS LEISHMAN Client reference 50501652 08 05 2012 Phone 0845 272 0089 Lines open Monday Friday 9am to 5 30pm Email investor portfolio service landg com arab earned pardon Switch out Switch bo enire Read important View summary Account reference 850501652A1K Mr T LEISHMAN Here is a summary of your personal details and your selected product and fund s details you have selected if you wish to amend any of these details please use the tabs above to navigate back ifthe details are correct click Next at the bottom of the screen to submit your application Your personal details Name Advice Type Address Fundis to switch out o
108. ton below If you wish to amend any details please click on the relevant tab along the top of the screen Your selected product and funds Product Investment Fund Funds Henderson Sterling Bond Unit Trust Inc Email address Telephone number Income choice Income generated by these funds will be reinvested Payment type Debit card gt Gofunds Platform Dealing Account Available for Visa and Maestro only You currently have 200 31 available in your IPS Cash Account for investment There is insufficient cash available for this deal O Pending Payment You can use this option to streamline the deal process so that you can fil in the deal details and set up a pending deal now but pay later for example by cheque We will process the deal when there is sufficient money in the Cash Trading Account We must receive sufficient money within 14 calendar days of the deal being set up otherwise the deal will expire For products dependent on tax year sufficient money must be received within 14 calendar days or by tax year end whichever falls sooner This deal will expire on 22 05 2012 unless there is sufficient cleared money in the account by then Please note that you won t receive any reminder of the expiry date TOP UP ONLINE VIEW SUMMARY 11 Confirm the summary if any of the details are incorrect select the appropriate EDIT button to amend 12 Select your preferred payment option 13 When your
109. ts please contact us mpap Use the search criteria below to find an item of documentation Ei Document ype Manage payment Date range Last week Last fortnight Last month Clear seii g B Some maser To view these documents you need Adobe Acrobat Reader Accessibility Security Legal information All our websites Privacy policy Terms and conditions Sitemap Legal amp General Group plc 2011 Legal amp General INVESTOR PORTFOLIO SERVICE THOMAS LEISHMAN Phone 0845 272 0089 Client reference 50501652 Lines open Monday Friday 9am to 5 30pm 08 05 2012 Email investor portfolio service landg com Fund Information Log off Manage my monthly What would you VIEW CORRESPONDENCE like to do You re able to view copies of all correspondence we ve posted to you by using the search options below Buy If you have any questions regarding the information contained in these documents please contact us joe Use the search criteria below to find an item of documentation Switch Document type Ali document types Manage payment SEARCH Accessibility Security Legal information All our websites Privacy policy Terms and conditions Sitemap Legal amp General Group plc 2011 VIEW CORRESPONDENCE 3 Next select the SEARCH button to continue Alternatively select All document types to view all documents 4 To view the correspondence items you ll need Ad
110. ucts you hold Manage your existing monthly payments View your transaction history Accessibility Security Legal information All our websites Privacy policy Terms and conditions Sitemap Legal amp General Group pic 2014 2 LOGIN Enter your client reference number date of birth and password and click the LOG IN button If you re logging in for the first time use the temporary password sent to you in the post followed by the LOG IN button The first time you log in you ll be prompted to change your temporary password to a permanent password known by you only make sure you keep this information safe FORGOTTEN PASSWORD If you ve forgotten your password simply select the Forgotten your password link and follow the instructions on screen We ll email a new password to you which will only be valid for two hours for security reasons REGISTERING FOR THE ONLINE SERVICE Select the REGISTER button Enter your client reference number date of birth post code email address and agree to the Terms and Conditions Once completed select the NEXT button to continue Read our step by step walkthrough of how to register YOUR CLIENT REFERENCE NUMBER Your client reference number is unique to your IPS account It starts with 50 and can be found on the latest statement that we sent you Ps OMINE USE alale FORGOTTEN PASSWORD ERLI INVESTOR PORTFOLIO SERVICE 1
111. y complete the address fields 9 Confirm that you re a UK resident by selecting the tick box Date of birth c mm Do you have a National OYes ONo 10 Once completed select the NEXT button to National Insurance Number Y Y ff continue mm Email address Confirm email address Telephone number You can only continue if you are a UK resident for tax purposes If you are unable to confirm the statement below unfortunately you will be unable to proceed lam solely UK resident for tax purposes and am nota US citizen 10 IPS ONLINE U req 0 p Alan l agree to the above declaration Important information The value of your investment may fall as well as rise and you may get back less than you invest Although there is no fixed term you should be prepared to invest for the medium to long term ideally five years or more Before making an investment you must read the Key Investor Information Document KIID for each fund you want to invest in You can access the KIID by clicking the KIID link that appears beside the fund names you ve selected You should also read the documents linked to below this paragraph They give you general information on investing with IPS as well as the IPS Terms and Conditions We recommend you print and or download a copy of the KIID for each fund you ve selected as well as the product documents confi
112. you ll be directed to your summary screen From here you can review and amend your details To change your payment details select Start again and you ll be able to re enter your payment details you re happy that all the details are correct click Make Payment to proceed with your investment If you ve any problems making your payment please contact us on 0845 272 0089 Secure Payment Page Please review your purchase details then select a payment method to continue Legal amp General Portfolio Management Services Ltd Description UO3K1XA Amount 10 000 00 f Select your payment method 23 VISA DESIT Visa Debit Maestro E EE E GANS pemens posers ty For help with your payment visit the WorldPay Help WorldPay WoridPav Hae Secure Payment Page Legal amp General Portfolio Management Services Ltd Payment method Maestro MasterCard Description UO3K1XA SecureCode Amount 10 000 00 Card details 27 Indicates a required field Card number Security Code Expiry date CEDER Cardholder s name Start again Make payment 20 Cancel WorldPay UK Limited 2012 21 BUYING FOR THE FIRST TIME ENTER PAYMENT DETAILS 19 Check the payment details are correct then choose the payment method you d like to use 20 Complete the required details followed by selecting the MAKE PAYMENT button You ll receive a message on screen confirming your payment 21 Select the

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