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To apply for a Full SIPP for your clients you must complete and return the application form signed by the client. We do not accept applications from US persons.
If your clients are looking to consolidate various pensions with other providers into one Alliance Trust Savings Full SIPP, they will need to complete a Transfer Details form for each transfer. One form is required for each ceding plan.
To make life easier for you we have designed an application form, which holds all the forms you and your clients will need. Please ensure that your clients also read:
All of these documents that are available on the Full SIPP literature page.
If your client wishes to make further contributions, they should complete the Contributions form.
If your client is transferring any other pensions into the Full SIPP either at commencement or at a later date, the Transfer In form should be completed.
Once you have agreed your fee with your client, you can either complete the Adviser Charging form or send us an invoice (accompanied with client signature) and we will deduct the appropriate amount from your clients plan.
All completed forms should be returned to:
Alliance Trust Savings Ltd
PO Box 164
8 West Marketgait
Dundee
DD1 9YP
Alliance Trust Savings Limited is registered in Scotland No. SC 98767, registered office, PO Box 164, 8 West Marketgait, Dundee DD1 9YP; is authorised and regulated by the Financial Services Authority whose address is 25 The North Colonnade, Canary Wharf, London E14 5HS firm reference number 116115; gives no financial or investment advice.
© Copyright Alliance Trust PLC 2000 - 2011 For use by Professional Financial Advisers only - not to be relied upon by retail customers.
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