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Product
Benefits, Transfers & Contributions
Commercial Property
Investment
General

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Product

		Partnership SSAS Brochure		File size: 1.62 MB
		Partnership SSAS Key Features Document		File size: 414.03 KB
		Partnership SSAS Application Form		File size: 638.75 KB
		Partnership SSAS Member Questionnaire		File size: 635.75 KB
		Partnership SSAS Fact Sheet - Safeguard your SSAS clients		File size: 655.67 KB
		Takeover Guideline SSAS		File size: 610.06 KB

Benefits, Transfers & Contributions

		A Guide to Changes in Pension Legislation from April 2011- for SSAS		File size: 649.95 KB
		SSAS Benefit Payment Form		File size: 590.9 KB
		Annuity Open Market Option Request SSAS		File size: 563.32 KB
		In-Specie Contributions		File size: 571.71 KB

Commercial Property

		Property Resolution - SSAS		File size: 222.96 KB
		Overseas Property Guideline		File size: 593.47 KB
		Property Guidance Notes		File size: 1.16 MB
		Property Questionnaire		File size: 622.7 KB

Investment

		Investment Manager Appointment Form		File size: 577.71 KB
		Statement For Self-Certified Sophisticated Investors		File size: 553.78 KB
		Loan Questionnaire		File size: 284.23 KB
		Loan Resolution		File size: 577.93 KB
		Unquoted Share Resolution		File size: 580.9 KB
		James Hay Partnership SSAS Permitted Investments		File size: 524.77 KB
		SSAS Guidance Notes on Loans		File size: 602.15 KB
		Statement For Self-Certified High Net Worth Individual		File size: 184.1 KB
		Unquoted Shares Guideline		File size: 327.02 KB
		Unquoted share questionnaire		File size: 467.99 KB

General

		Conflicts of Interest Policy		File size: 512.56 KB
		Appointment of Financial Adviser and Adviser fee payments form		File size: 789.95 KB
		Granting a Third Party Authority Form		File size: 764.37 KB

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