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 (260 kb)
• Trust Deed and Rules Download a PDF file (2826 kb)
• Terms and Conditions Download a PDF file (493 kb)
• Interest Rates Guide Download a PDF file (135 kb)

2. Fees (For Existing clients)

• Sippchoice Fee Schedule Download a PDF file (875 kb)

3. Forms and Procedures

• Key Features Illustration Download a PDF file (265 kb)
• Application Form Download a PDF file (170 kb)
• Adviser Remuneration Form Download a PDF file (119 kb)
• Contribution Form Download a PDF file (236 kb)
• Death Benefit Nomination Form Download a PDF file (127 kb)
• Drawdown Request Form Download a PDF file (120 kb)
• Income Payment Request Form Download a PDF file (182 kb)
• Switch To Flexi-Access Drawdown Request Form Download a PDF file (253 kb)
• Transfer-in Request Form Download a PDF file (186 kb)

4. Investment Questionnaires

• Commercial Property Questionnaire Download a PDF file (120 kb)
• Investment Guidance Download a PDF file (91 kb)
• Loan to an unquoted UK limited trading company Download a PDF file (307 kb)
• Loan to an unquoted UK limited non-trading company Download a PDF file (462 kb)
• Property Syndicate Investments Download a PDF file (111 kb)
• Shares in Unquoted UK Limited trading company Download a PDF file (216 kb)
• Shares in an Unquoted UK Limited non-trading company Download a PDF file (325 kb)
• Shares or units in a collective investment scheme Download a PDF file (362 kb)
• Structured Products Download a PDF file (291 kb)

5. Privacy Notice

• Privacy Notice Download a PDF file (76 kb)

6. Treating Customers Fairly ("TCF")

• TCF Policy Statement Download a PDF file (80 kb)