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IPS Pension Builder literature

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Product

  IPS Pension Builder SIPP Fee Schedule   File size: 512.89 KB
  SIPP Technical Product Guide   File size: 106.67 KB

Benefits, Transfers & Contributions

  SIPP Standing Order Mandate   File size: 565.85 KB
  Supplementary Contribution Application Form   File size: 623.49 KB
  SIPP Contribution by Transfer of Shares   File size: 540.42 KB
  Benefit Payment Form   File size: 658.22 KB
  Revised SIPP Income Instruction Form   File size: 579.93 KB
  Expression of Wish   File size: 563.19 KB
  Annuity Open Market Option Request   File size: 617.68 KB
  Flexible Drawdown Factsheet and Member Declaration   File size: 161.55 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
  In Specie Contribution Notification and Declaration   File size: 124.08 KB
  A guide to changes in pension legislation and the potential impact on your clients April 2012   File size: 562.07 KB

Commercial Property

  Property Questionnaire   File size: 622.7 KB
  Property Resolution   File size: 583.2 KB
  Overseas Property Guideline   File size: 593.47 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

  Investment Providers Questionnaire   File size: 521.01 KB
  Statement For Self-Certified Sophisticated Investors   File size: 553.78 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: 241.79 KB
  Unquoted Share Questionnaire – Top-Up   File size: 646.4 KB
  Unquoted Shares Guideline   File size: 327.02 KB
  Guidance Notes on Loans from SIPPs   File size: 191.38 KB
  Director's Statement   File size: 178.48 KB
  Unquoted Share Questionnaire   File size: 533.45 KB

Adviser


General

  Conflicts of Interest Policy   File size: 512.56 KB
  A Guide to our Complaints Procedure   File size: 144.06 KB
  By-Pass Trust   File size: 179.65 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
  Granting a Third Party Authority Form   File size: 764.37 KB

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.