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 (172 kb)
• Trust Deed and Rules Download a PDF file (2826 kb)
• Terms and Conditions Download a PDF file (140 kb)

2. Fees

• Fees Schedule Download a PDF file (109 kb)

3. Forms and Procedures

• Key Features Illustration Download a PDF file (144 kb)
• Application Form Download a PDF file (184 kb)
• Contribution Form Download a PDF file (122 kb)
• Death Benefit Nomination Form Download a PDF file (105 kb)
• Drawdown Request Form Download a PDF file (59 kb)
• Income Payment Request Form Download a PDF file (140 kb)
• Investment Request Form Download a PDF file (871 kb)
• Investment Request Form (property) Download a PDF file (218 kb)
• Switch To Flexi-Access Drawdown Request Form Download a PDF file (846 kb)
• Transfer-in Request Form Download a PDF file (129 kb)

4. Interest Rates

• Interest Rates Guide Download a PDF file (84 kb)

5. Privacy Notice

• Privacy Notice Download a PDF file (119 kb)

6. Treating Customers Fairly ("TCF")

• TCF Policy Statement Download a PDF file (804 kb)