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Change of IFA

Change of IFA
If you have a new client that has an existing Suffolk Life SIPP, we will write to the fund or investment platform administrators for all investments held within the plan portfolio to inform that you are the new servicing agent for the account.

Please provide us with your agency references so we are able to confirm these to the relevant administrators. If you do not have an agency already established with the administrators of the funds within the portfolio, if required, you will need to establish this directly with them.

When there is a change to the servicing agency on an account, you will need to contact the fund or investment platform administrators directly to confirm their procedure for paying trail commission to new IFAs on an account.

Disclaimer

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