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 (431 kb)
• Interest Rates Guide Download a PDF file (135 kb)

2. Fees

• Fees Schedule Download a PDF file (1125 kb)

3. Forms and Procedures

• Key Features Illustration Download a PDF file (265 kb)
• Application Form Download a PDF file (359 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)
• Investment_Request_form Download a PDF file (54 kb)
• Investment Request Form (property notes) Download a PDF file (162 kb)
• Investment Request Form (property) Download a PDF file (146 kb)
• Investment Guidance Download a PDF file (76 kb)
• Investment Questionnaire Download a PDF file (594 kb)
• Switch To Flexi-Access Drawdown Request Form Download a PDF file (253 kb)
• Transfer-in Request Form Download a PDF file (186 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)