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Product
Benefits, Transfers & Contributions
Commercial Property
Adviser
Investment
General
Cash Panel

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Product

		Partnership SIPP Brochure including Terms & Conditions		File size: 1.24 MB
		Partnership SIPP Key Features		File size: 402.31 KB
		Partnership SIPP Charges Schedule		File size: 174.42 KB
		SIPP Technical Product Guide		File size: 106.67 KB
		Partnership SIPP Permitted Investment List		File size: 149.61 KB
		Enclosures checklist and paperwork reminders for opening a SIPP		File size: 504.21 KB

I confirm that I am a client and that I have read and understood the Key Features, Terms and Conditions, Charges Schedule and SIPP Technical Product Guide for this product, and would like to access the application form for this product
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Benefits, Transfers & Contributions

		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
		Flexible Drawdown Factsheet and Member Declaration		File size: 160.71 KB
		Expression of Wish		File size: 563.19 KB
		Supplementary Contribution Application Form		File size: 728.77 KB
		SIPP Contribution by Transfer of Shares		File size: 540.42 KB
		In-Specie Contributions		File size: 571.71 KB
		Inspecie contribution notification and declaration Partnership SIPP		File size: 145.41 KB
		Transfer Form		File size: 613.37 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
		Commercial Property Purchase Guide		File size: 834.8 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

Adviser

		Authority to Pay Adviser Remuneration Form		File size: 564.04 KB
		Confirmation of Verification of Identity Certificate		File size: 138.12 KB
		Evidence of Age Pro Forma Form		File size: 435.04 KB
		Online Registration Pack (for Client Representatives)		File size: 197.46 KB
		SIPP Adviser Terms of Business and Application Form		File size: 1.16 MB

Investment

		Order Transmission Policy		File size: 543.64 KB
		Instruction to Trade Form		File size: 779.1 KB
		Derivative Broker Panel List		File size: 33.44 KB
		Derivative Broker Panel List		File size: 33.44 KB
		Investment Manager Appointment Form		File size: 577.71 KB
		Instruction to Transfer Monies from Investment Manager		File size: 598.56 KB
		Appropriateness Test		File size: 579.61 KB
		Investment Providers Questionnaire		File size: 521.01 KB
		Statement For Self-Certified Sophisticated Investors		File size: 553.78 KB
		Statement For Self-Certified High Net Worth Individual		File size: 184.1 KB
		Unquoted Share Questionnaire		File size: 533.45 KB
		Unquoted Share Questionnaire – Top-Up		File size: 649.3 KB
		Unquoted Shares Guideline		File size: 327.02 KB
		Director's Statement		File size: 178.48 KB
		Information Required for Loans to Unconnected Parties		File size: 684.47 KB
		Guidance Notes on Loans from SIPPs		File size: 191.38 KB

General

		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
		By-Pass Trust		File size: 179.65 KB
		Conflicts of Interest Policy		File size: 512.56 KB
		Granting a Third Party Authority Form		File size: 764.37 KB
		Online Registration Pack (for Members)		File size: 553.94 KB
		Our Service Commitment		File size: 188.31 KB
		Power of Attorney Application Form		File size: 582.59 KB

Cash Panel

		Application form for a SIPP Special Deposit Account with Arbuthnot Latham & Co., Limited		File size: 208.87 KB
		Arbuthnot Latham & Co Limited Company Profile		File size: 305.57 KB
		Application form for a SIPP Special Deposit Account with Cater Allen Private Bank		File size: 698.15 KB
		Application form for a SIPP Special Deposit Account with Close Brothers Limited		File size: 694.87 KB
		Close Brothers Limited Company Profile		File size: 55.93 KB
		Application Form and Terms and Conditions for a Fixed Term Deposit Account with Investec Bank plc		File size: 700.32 KB
		Investec Bank plc Company Profile		File size: 37.21 KB

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