LITERATURE LIBRARY

APPLICATIONS

You can find everything here that you need to get started with a new Suffolk Life MasterSIPP with your client, or to maintain an existing one. The Suffolk Life MasterSIPP is our sole SIPP available for new business, including transfers of protected rights.

 

Document Last updated File Size
Application form 4/4/2008 The Suffolk Life MasterSIPP application for you and your client to complete together 95kb
Transfer in application for UI/ASP 4/4/2008 Application to transfer funds already crystallised 139kb
In specie transfer schedule 4/4/2008 Used to identify assets to be transferred in specie 46kb
Key Features 4/4/2008 Key features document for the Suffolk Life MasterSIPP 100kb
Schedule of fees 2008 4/4/2008 An explanation of all fees and costs relating to the Suffolk Life MasterSIPP for 2008 95kb
Allowable investments 4/4/2008 A comprehensive list of exactly what you and your client can consider for investment in the Suffolk Life MasterSIPP 77kb
Third party authorisation for investment managers 3/1/2008 Required if your client wishes to nominate a third party to give investment instructions on any investment manager accounts 132kb
Terms and conditions 4/4/2008 A detail of the legal framework under which the Suffolk Life MasterSIPP is operated 274kb
Scheme rules 3/1/2008 The full lists of rules for the Suffolk Life MasterSIPP 90kb

For additional details on each document, hover the mouse over the download icon.


DISCLAIMER

The information on this page is for advisers only and should not be relied upon by individuals.