Literature

Copies of all the literature relating to the Sippchoice Bespoke SIPP can be downloaded at any time by clicking on the document title or the PDF symbol below.

 

1. DOCUMENTS

• Key Features Document Download a pdf file (233 kb)
• Terms and Conditions Download a pdf file (906 kb)
• Trust Deed and Rules Download a pdf file (3 mb)

 

2. FORMS AND PROCEDURES

• Key Features Illustration Download a pdf file (353 kb)
• Application Form Download a pdf file (887 kb)
• Contribution Form Download a pdf file (834 kb)
• Drawdown Request Form Download a pdf file (851 kb)
• Investment Request Form Download a pdf file (872 kb)
• Investment Request (Property) Form Download a pdf file (873 kb)
• Switch To Flexi-Access Drawdown Request Form Download a pdf file (846 kb)
• Transfer-in Request Form Download a pdf file (829 kb)

 

3. FEES

• Fees Schedule Download a pdf file (838 kb)

 

4. INTEREST RATES

• Interest Rates Guide Download a pdf file (807 kb)

    

5. TREATING CUSTOMERS FAIRLY ("TCF")

• Service Standards Download a pdf file (803 kb)
• TCF Policy Statement Download a pdf file (804 kb)

 

6. PRIVACY NOTICE

• Privacy Notice Download a pdf file (120 kb)