Please select from the links below to download your chosen item in PDF format.
Please read the important information about suspension of in specie contributions in conjunction with the ‘SIPP Terms and Conditions’ and ‘SIPP Fees and Services as at 6 April 2016’ literature items below.
|SIPP Key Features||232 KB|
|SIPP Features and Advantages||266 KB|
|SIPP Terms and Conditions||176 KB|
|SIPP Fees and Services as at 6 April 2016||231 KB|
|SIPP Fees and Services as at 6 April 2017||236 KB|
|SIPP Application Form
Please complete this form to establish a new SIPP.
|Our continued commitment to complete investment choice||271 KB|
|SIPPView Online Service Registration Procedure|
|SIPPView Overview||129 KB|
|SIPPView Registration Procedure for Clients||861 KB|
|SIPPView Registration Procedure for Advisers||861 KB|
|SIPP Investment Partners Information Sheets|
|Brooks Macdonald Asset Management Ltd||141 KB|
|Investec Specialist Private Bank||141 KB|
|Seven Investment Management LLP (7IM)||145 KB|
Please read the important information about suspension of in specie contributions in conjunction with the ‘SIPP Commercial Property Guide’ literature item below.
|SIPP Commercial Property Guide||219 KB|
|SIPP Commercial Property Purchase Process Chart||148 KB|
|SIPP Commercial Property Purchase Guide to Retained Solicitors’ Fees||137 KB|
|Property Information Schedule
Please complete one for each property investment.
|Property Development Information Schedule
Please complete for UK or overseas hotel, resort or other development investment. This is only to be used with approved investments.
|Borrowing Information Schedule
Please complete this form if borrowing is required for a property investment.
|Property Insurance Policy Key Features||206 KB|
|The Rowanmoor Life Assurance Scheme|
|Life Assurance Scheme Key Features||178 KB|
|Life Assurance Scheme Quotation Request||145 KB|
|Life Assurance Scheme Agency Application Form
This form should be completed by financial advisers introducing business to the Rowanmoor Life Assurance Scheme.
|Life Assurance Scheme: Tax-efficient Life Assurance||271 KB|
These documents are also available in audio, large print or Braille format. To request these or other formats, please call 03445 440 550 or email us.