PCS Checklist

Please download the PCS Checklist, complete and return to [email protected].

Please select one of document options below.

If you are using Word for Windows please click here to download the Checklist. When you have downloaded the Checklist, please click on the relevant country and asset class boxes to create the required Checklist. You may select one or more country boxes and one or more Eligible Asset class boxes. You can then print or save the selected Checklist.

If you are using Mac Microsoft 2011 please click here to download the Checklist. When you have downloaded the Checklist, please click on “enable macro” and then click on the relevant country and asset class boxes to create the required Checklist.  You may select one or more country boxes and one or more Eligible Asset class boxes. You can then print or save the selected Checklist.

For other versions of Mac/Microsoft please click here to download the full PCS Checklist. You can then print or save the Checklist. When making an Application using this document, please delete the pages that are not required.

Please also note that, when making an Application, the only Checklist column that should be filled in is the column shown as “Prospectus page/ref”.

For the purpose of comparison, the previous versions of the checklist can be found below.

Microsoft Office Word version 10 (pre 02 June 2017)
Microsoft Office Word version 9
 (pre 19 January 2016)
Microsoft Office Word version 8
(pre 14 September 2015)
Microsoft Office Word version 7 (pre 12 November 2014)
Microsoft Office Word version 6
(pre 9 June 2014)
Microsoft Office Word version 5 (pre 20 January 2014)
Microsoft Office Word version 4 (pre 8 October 2013)
Microsoft Office Word version 3  (pre 24 May 2013)
Microsoft Office Word version 2  (pre 21 March 2013)
Microsoft Office Word version 1  (pre 14 January 2013)

Microsoft Office Mac 2011 version 10 (pre 02 June 2017)
Microsoft Office Mac 2011 version 9
 (pre 19 January 2016)
Microsoft Office Mac 2011 version 8
(pre 14 September 2015)
Microsoft Office Mac 2011 version 7 (pre 12 November 2014)
Microsoft Office Mac 2011 version 6
(pre 9 June 2014)
Microsoft Office Mac 2011 version 5 (pre 20 January 2014)
Microsoft Office Mac 2011 Version 4 (pre 8 October 2013)
Microsoft Office Mac 2011 Version 3 (pre 24 May 2013)
Microsoft Office Mac 2011 Version 2 (pre 21 March 2013)
Microsoft Office Mac 2011 Version 1 (pre 14 January 2013)

Other versions of Microsoft Office / Mac / Windows – Word version 10 (pre 02 June 2017)
Other versions of Microsoft Office / Mac / Windows – Word version 9
 (pre 19 January 2016)
Other versions of Microsoft Office / Mac / Windows – Word version 8
 (pre 14 September 2015)
Other versions of Microsoft Office/Mac/Windows – Word version 7 (pre 12 November 2014)
Other versions of Microsoft Office/Mac/Windows – Word version 6
(pre 9 June 2014)
Other versions of Microsoft Office Mac/Windows – Word version 5 (pre 20 January 2014)
Other versions of Microsoft Office Mac/Windows – Word version 4 (pre 8 October 2013)
Other versions of Microsoft Office Mac/Windows – Word version 3 (pre 24 May 2013)
Other versions of Microsoft Office Mac/Windows – Word version 2 (pre 21 March 2013)
Other versions of Microsoft Office Mac/Windows – Word version 1 (pre 14 January 2013)

Further information

  • PCS True Sale Procedures Manual more >
  • PCS True Sale Terms and Conditions more >
  • Label Fees more >