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 (431 kb)
• Trust Deed and Rules Download a PDF file (2826 kb)
• Terms and Conditions Download a PDF file (66 kb)
• Interest Rates Guide Download a PDF file (89 kb)

2. Fees

• Fees Schedule Download a PDF file (53 kb)

3. Forms and Procedures

• Key Features Illustration Download a PDF file (183 kb)
• Application Form Download a PDF file (308 kb)
• Adviser Remuneration Form Download a PDF file (488 kb)
• Contribution Form Download a PDF file (511 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 (236 kb)
• Investment Request Form Download a PDF file (54 kb)
• Investment Guidance Download a PDF file (86 kb)
• Investment Request Form (property) Download a PDF file (201 kb)
• Investment Questionnaire Download a PDF file (594 kb)
• Sippchoice Investment Request Property notes Download a PDF file (232 kb)
• Switch To Flexi-Access Drawdown Request Form Download a PDF file (65 kb)
• Transfer-in Request Form Download a PDF file (129 kb)

5. Privacy Notice

• Privacy Notice Download a PDF file (137 kb)

6. Treating Customers Fairly ("TCF")

• TCF Policy Statement Download a PDF file (148 kb)