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Call 0845 850 44 55

Family SIPP literature

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Product

  Family SIPP Brochure   File size: 1.68 MB
  IPS Family SIPP Key Features Document   File size: 1.2 MB
  Family SIPP Fee Schedule   File size: 631.43 KB
  SIPP Technical Product Guide   File size: 106.67 KB
  Family SIPP Trust Deed   File size: 780.79 KB

Benefits, Transfers & Contributions

  SIPP Contribution by Transfer of Shares   File size: 540.42 KB
  Supplementary Contribution Application Form   File size: 623.49 KB
  Contribution and Notification Declaration for IPS SIPP and Family SIPP   File size: 190.92 KB
  SIPP Standing Order Mandate   File size: 565.85 KB
  Benefit Payment Form   File size: 658.22 KB
  Revised SIPP Income Instruction Form   File size: 579.93 KB
  Annuity Open Market Option Request   File size: 617.68 KB
  Expression of Wish   File size: 563.19 KB
  Family SIPP Scheme Pension Questionnaire   File size: 503.37 KB
  Flexible Drawdown Factsheet and Member Declaration   File size: 161.46 KB
  In-Specie Contributions   File size: 571.71 KB
  SIPP In-Specie Transfer Form   File size: 555.98 KB
  Pension Credit Transfer Request   File size: 156.33 KB
  A guide to changes in pension legislation and the potential impact on your clients April 2012   File size: 562.07 KB

Commercial Property

  SIPP Composite Panels Questionnaire   File size: 182.66 KB
  SIPP Commercial Property Questionnaire   File size: 697.6 KB
  SIPP Property Observation Checklist   File size: 291.47 KB
  Overseas Property Guideline   File size: 593.47 KB
  Property Resolution   File size: 583.2 KB
  Property Return form   File size: 580.23 KB
  Commercial Property Buy-Out Guide   File size: 740.08 KB
  Commercial Property Disposals Guide   File size: 744.03 KB
  Commercial Property Purchase Guide   File size: 834.8 KB

Investment

  Instruction to Trade Form   File size: 779.1 KB
  Investment Providers Questionnaire   File size: 521.01 KB
  Family SIPP - Arranging Investments   File size: 659.61 KB
  Investment Manager Appointment Form   File size: 577.71 KB
  Statement For Self-Certified Sophisticated Investors   File size: 553.78 KB
  Order Transmission Policy   File size: 543.64 KB
  Appropriateness Test   File size: 579.61 KB
  Statement For Self-Certified High Net Worth Individual   File size: 184.1 KB
  Information Required for Loans to Unconnected Parties   File size: 303.37 KB
  Unquoted Share Questionnaire – Top-Up   File size: 648.53 KB
  Guidance Notes on Loans from SIPPs   File size: 191.38 KB
  Director's Statement   File size: 178.48 KB
  Instruction to Transfer Monies from Investment Manager   File size: 600.78 KB
  Unquoted Share Questionnaire   File size: 533.45 KB

General

  By-Pass Trust   File size: 179.65 KB
  Conflicts of Interest Policy   File size: 512.56 KB
  A Guide to our Complaints Procedure   File size: 144.06 KB
  Appointment of Financial Adviser and Adviser fee payments form   File size: 789.95 KB
  Power of Attorney Application Form   File size: 582.59 KB
  Online Registration Pack (for Members)   File size: 553.94 KB
  Granting a Third Party Authority Form   File size: 764.37 KB

Adviser


Copyright © 2012 IFG Group Plc

Please see our Legal section for full details of each company within the James Hay Partnership and its regulatory status.