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Private Client SIPP literature

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Product

  SIPP Brochure   File size: 594.4 KB
  Private Client SIPP Terms and Conditions   File size: 492.8 KB
  Private Client SIPP Key Features   File size: 553.53 KB
  Private Client SIPP Charges Schedule   File size: 474.54 KB
  SIPP Technical Product Guide   File size: 106.67 KB
  Private Client SIPP Permitted Investments List   File size: 112.04 KB
  Enclosures checklist and paperwork reminders for opening a SIPP   File size: 504.21 KB

I confirm that I am a Financial Adviser and would like to access the application form for this product

Benefits, Transfers & Contributions

  Benefit Payment Form   File size: 658.22 KB
  Expression of Wish   File size: 563.19 KB
  Revised SIPP Income Instruction Form   File size: 579.93 KB
  Supplementary Contribution Application Form   File size: 728.97 KB
  Annuity Open Market Option Request   File size: 617.68 KB
  Transfer Form   File size: 613.37 KB
  Flexible Drawdown Factsheet and Member Declaration   File size: 160.71 KB
  SIPP In-Specie Transfer Form   File size: 555.98 KB
  Pension Credit Transfer Request   File size: 156.33 KB
  SIPP Contribution by Transfer of Shares   File size: 540.42 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: 762.06 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
  SIPP Commercial Property Transaction Fees   File size: 217.76 KB

Adviser


Investment

  Instruction to Trade form   File size: 785.66 KB
  Non Investment Centre Funds Instruction to Sell Funds and Buy Investment Centre Funds   File size: 576.81 KB
  Order Transmission Policy   File size: 543.64 KB
  Appropriateness Test   File size: 579.61 KB
  Investment Manager Appointment Form   File size: 577.71 KB
  Derivative Broker Panel List   File size: 33.44 KB
  Derivative Broker Panel List   File size: 33.44 KB
  SIPP Investment Manager/Stockbroker List   File size: 82.37 KB
  SIPP Investment Manager/Stockbroker List   File size: 82.37 KB
  SIPP Investment Manager/Stockbroker List   File size: 82.37 KB

Investment Centre

  Collect Funds List   File size: 224.4 KB
  Collect Funds Terms and Conditions   File size: 104.73 KB
  Select Funds List   File size: 191.47 KB
  Select Funds Terms and Conditions   File size: 117.89 KB
  Investment Centre Buy Form   File size: 549.7 KB
  Investment Centre Sell Form   File size: 162.12 KB
  Investment Centre Switch Form   File size: 554.55 KB
  Investment Centre Key Features   File size: 102.46 KB
  Order Transmission Policy   File size: 543.64 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
  Internal Transfer to iSIPP Form   File size: 1.09 MB
  Our Service Commitment   File size: 188.31 KB
  Granting a Third Party Authority Form   File size: 764.37 KB

Cash Panel


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.