Let’s get down to bond business
Adviser area– If you’re a customer please visit the customer section
Your adviser toolkit
For advisers already registered to do business
Our toolkit contains the essentials to familiarise yourself with Chesnara Life’s Onshore Investment Bond. If you are already registered, then you can access a wider range of sales aids and materials via the Chesnara Life Extranet.
Need to register?
If you’ve not yet registered, contact our Business Development Support team who will put you in touch with your Regional Business Development Manager to guide you through the process.
Contact our Bond Business Development Support Team: bondbdmsupport@chesnaralife.co.uk
Essential literature and sales aids
- For all advisers (not for use with clients)
- For advisers to use with clients
Suitability letter paragraphs
To support your recommendation, download these pre-prepared explanations of key features and benefits of the Chesnara Life Onshore Investment Bonds.
Tools and Calculators
IHT Calculator
Calculate potential IHT liabilities with options to explore the impact of gifting strategies.
Tax Wrapper Comparison Calculator
See how our Chesnara Life Onshore Investment Bond compares to other investment wrappers and obtain a general demonstration of the comparative returns from collectives and bonds.
CPD Academy for Onshore Investment Bonds
For financial advisers only, here you can enjoy full access to our range of resources to support your continued professional development. All modules are CPD points qualifying.
Submitting business
To place investment business with Chesnara Life your firm will need to apply for an agency and register for the Chesnara Extranet. This starts with a conversation with your local Chesnara Onshore Investment Bond Business Development Manager (BDM). Here we summarise how to submit applications depending on the type of Chesnara Onshore Investment Bond required.
- Select
- Platform
Advisers access directly from Chesnara Life.
For individual cases, Advisers can complete applications online via the Chesnara Life Extranet.
For Trust cases, apply using the editable PDF forms. Find out more
For limited company applications, access the editable PDF forms via the Chesnara Life Extranet
Log on to Chesnara Life Investment Extranet here to:
Create a new illustration or application
Change names of bondholders or lives insured
Change date of birth
Record disability status
Notification of death
Other resources
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Click to view page: Latest developments
Keep up to date with the latest news, commentary and developments at Chesnara Life – including product and services launches or enhancements, and more.
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Click to view page: Trusts
Chesnara Life offer a range of Trusts available on absolute or discretionary basis, that can invest in Chesnara Onshore Investment Bond and are provided to no additional cost.
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Click to view page: Contact us
Select the best way to contact us according to your query