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Original MasterSIPP

For Suffolk Life MasterSIPP established before 15 March 2010, where former protected rights, if included, are held by Suffolk Life Annuities Limited in an additional plan. 

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Document Date Download
Important documents
Scheme Rules Dec 2011 Download PDF document
Key Features Mar 2014 Download PDF document
Schedule of FeesJan 2014Download PDF document
Schedule of Allowable Investments Jul 2014 Download PDF document
Terms and Conditions Mar 2014 Download PDF document
Property
Property form Mar 2014 Download PDF document
Property Guide Feb 2014 Download PDF document
Panel of Solicitors documentJun 2014Download PDF document
Property Insurance Notes Jan 2014 Download PDF document
Group Investment Agreement (example) Mar 2014 Download PDF document
Taking benefits - Important notes
Capped drawdown form Mar 2014 Download PDF document
Flexible drawdown form Mar 2014 Download PDF document
In specie contributions    
Using investments to make a personal contribution Nov 2013 Download PDF document
Template 1st letter from investor  Oct 2010 Download PDF document
Example 1st letter from Suffolk Life Oct 2010 Download PDF document
Template 2nd letter from investor Oct 2010 Download PDF document
Stock transfer form - Suffolk Life Trustees Oct 2010 Download PDF document
Broker to broker form  Mar 2014 Download PDF document

 

 

 

 

 

 

 

 

 

 

 

 

 

Disclaimer

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