5. Investments and policy evidence
Form E
2.4
2.5
2.17
Upload latest investment statements/dividend counterfoils and surrender valuations for life insurance or endowment policies with surrender value.
1 Rejected
2 Not uploaded
1 Complete
1/4 required
0% Complete
5.1 Latest investment portfolio statements
AcceptedBroker, platform, share, fund, ISA investment, or crypto platform statements showing holdings and value.
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5.2 Dividend vouchers or income statements
Dividend counterfoils, tax vouchers, or platform income summaries for the last year.
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5.3 Life policy or endowment surrender valuation
IncompleteA recent surrender or cash-in value for any policy with a current value.
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Documents rejected. Please delete and upload new document
Policy schedule uploaded, but no surrender value is shown.
5.4 Share option, RSU, or employee share plan evidence
Award statements, vesting schedules, or employer/platform summaries.
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