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Product
Abbey Sharedealing
Benefits, Transfers & Contributions
Adviser
Investment
Investment Centre
General
Cash Panel

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Product

		Ex-Protected Rights Plan Key Features		File size: 101.28 KB
		Ex-Protected Rights Plan Charges Schedule		File size: 78.12 KB
		SIPP Technical Product Guide		File size: 106.67 KB
		SIPP Brochure		File size: 594.4 KB
		Internal merger of an Ex-Protected Rights SIPP into an existing SIPP form		File size: 244.57 KB

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

Abbey Sharedealing

		Abbey Sharedealing Permitted Investments List		File size: 510.85 KB
		Abbey Sharedealing Application Form		File size: 48.23 KB
		Abbey Sharedealing - Combined Authority to Deal		File size: 41.89 KB
		Abbey Sharedealing Risk Warnings and Appropriateness Form		File size: 35.55 KB
		Abbey Sharedealing Best Execution Policy		File size: 40.62 KB
		Abbey Sharedealing Data Protection Statement		File size: 45.35 KB
		Abbey Sharedealing Scale of Charges		File size: 39.73 KB
		Abbey Sharedealing Terms and Conditions		File size: 126.43 KB

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
		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

Adviser

		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
		Authority to Pay Adviser Remuneration Form		File size: 564.04 KB

Investment

		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
		Arbuthnot Latham & Co Limited Company Profile		File size: 305.57 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
		Appointment of Financial Adviser and Adviser fee payments form		File size: 789.95 KB
		Power of Attorney Application Form		File size: 582.59 KB
		A Guide to our Complaints Procedure		File size: 144.06 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

		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
		Arbuthnot Latham & Co Limited Profile		File size: 159.79 KB
		Investec Bank plc Company Profile		File size: 37.21 KB
		Application form for a SIPP Special Deposit Account with Arbuthnot Latham & Co., Limited		File size: 208.87 KB
		Application Form and Terms and Conditions for a Fixed Term Deposit Account with Investec Bank plc		File size: 700.32 KB

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