Please select from the links below to download your chosen item in PDF format.
| SIPP | ||
|---|---|---|
 |
SIPP Key Features and Brochure | 1234 KB |
|
SIPP Terms and Conditions | 250 KB |
|
SIPP Fees and Services | 219 KB |
|
SIPP Application Form Please complete this form to establish a new SIPP. |
136 KB |
|
Adviser Fee Agreement Please complete this form if pre-agreed adviser fees are to be paid by the scheme. |
103 KB |
| SIPPView Online Service Registration Procedure | ||
|---|---|---|
|
SIPPView Overview | 169 KB |
|
SIPPView Registration Procedure for Clients | 508 KB |
|
SIPPView Registration Procedure for Advisers | 492 KB |
| SIPP Investment Partners Information Sheets | ||
|---|---|---|
|
Brooks Macdonald Asset Management Ltd | 92 KB |
|
Investec Specialist Private Bank | 92 KB |
|
Seven Investment Management Limited (7IM) | 146 KB |
|
Stocktrade | 141 KB |
| SIPP Property | ||
|---|---|---|
|
SIPP Commercial Property Guide | 1202 KB |
|
Property Information Schedule Please complete one for each property investment. |
274 KB |
|
Borrowing Information Schedule Please complete this form if borrowing is required for a property investment. |
140 KB |
|
Property Insurance Policy Key Features | 109 KB |
| SIPP Service Standards | ||
|---|---|---|
|
SIPP Service Standards | 126 KB |
|
SIPP Service Standards Results | 85 KB |
| The Rowanmoor Pensions Life Assurance Scheme | ||
|---|---|---|
|
Life Assurance Scheme Key Features | 51 KB |
|
Life Assurance Scheme Quotation Request | 37 KB |
|
Life Assurance Scheme Agency Application Form This form should be completed by Independent Financial Advisers introducing business to the Rowanmoor Pensions Life Assurance Scheme. |
31 KB |
These documents are also available in audiotape, large print and Braille. To request these or other formats, please call 08445 440 550 or email us.
