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Global agreements

Suffolk Life has existing relationships with a number of investment firms with whom we have put global agreements in place. Where Suffolk Life has not got a global agreement with an investment firm we will need one to be put in place before opening an investment account for an investor.

When a global agreement is established with an investment firm each individual account opened with them is then subject to the provisions made by the global agreement. The provisions govern the management of the pension money and ensure our reporting requirements are met. This eliminates the need to sign in to an individual agreement each time a new account is requested and does not require an investor signature.

A number of investment firms have established global agreements with us already. Those that have not will need to sign in to one through our account opening process before we can open any future accounts with them.

A list of firms that already have a global agreement with us can be found here.

Disclaimer

This information is intended for investment professionals and should not be relied upon by private customers or any other persons.