Doing business with Chesnara Life
Opening an agency with Chesnara Life
To place investment business with Chesnara Life, your firm needs to open an agency and register for our Extranet. This starts with a conversation with your local Chesnara Onshore Investment Bond Business Development Manager (BDM).
Illustrations and applications
You can generate Chesnara Life Onshore Investment Bond illustrations and make new applications via the Chesnara Extranet. Sign up or log in here.
Client servicing
Get helpful information on:
- Making withdrawals
- Making additional investments
- Fund switches
- Surrenders
- Death claims
- Changing personal details
Visit the Chesnara Life Adviser Extranet
Tools and calculators
Use our Wrapper Comparison Tool to explore how the Onshore Investment Bond compares with other investment wrappers.
The IHT Calculator helps you work out potential Inheritance Tax liabilities with options to explore the impact of gifting strategies.
Access the Chesnara Life Extranet
Our Extranet provides a wide range of helpful information and support for Chesnara Life Onshore Investment Bonds (both individual and limited company owned).
It enables financial advisers to:
- Generate Chesnara Life Onshore Investment Bond illustrations
- Process investment applications – we accept online and paper applications
- Access important documents – including our Key Features Documents, Investor Guides, Application Form Completion Guides, Trust documents and more
- Service Chesnara Life Onshore Investment Bond investors – withdrawals, fund switching, changes to personal details and more
Important information
The value of investments can fall as well as rise and investors may not get back what they invested. For some investments, this can also be the result of exchange rate fluctuations as shares and funds may have an exposure to overseas markets. Chesnara Life (UK) Limited cannot be held responsible for the investment performance of the Chesnara Life Onshore Investment Bond.
The value of any tax benefits described depends on investors’ individual circumstances. Tax rules and rates may change in the future. Chesnara Life (UK) Limited cannot be held responsible for any future changes in legislation.