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Aviva Partner or
Director / Shareholder Trust
How to complete this trust form
Please note that creating a trust can have legal and taxation consequences. You should consult your own
professional advisers
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What is avivapartner?
AvivaPartner is a platform provided by Aviva for financial advisers to access tools and information to help them better serve their clients.
Who is required to file avivapartner?
Financial advisers who work with Aviva products and services are required to use AvivaPartner.
How to fill out avivapartner?
To fill out AvivaPartner, financial advisers need to log in to the platform using their secure credentials and input their client's information and details about the products they are recommending.
What is the purpose of avivapartner?
The purpose of AvivaPartner is to provide financial advisers with the necessary tools and resources to assist them in recommending and managing Aviva products for their clients.
What information must be reported on avivapartner?
Financial advisers must report their client's personal information, financial goals, risk tolerance, and details about the recommended Aviva products.
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