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Deals can be placed over the ‘phone, by fax or in writing - but not by e-mail. To place a deal we will need the following information:
Please note that we will require a new instruction for any future tax reclaims, cash transfers in or future lump sum contributions.
Depending on the type of SIPP plan involved, the investments are made in the name of either Suffolk Life Annuities Limited or Suffolk Life Trustees Limited (if you are unsure please check) followed by the investor’s 6 digit plan number. As long as you have provided your adviser details with the deal instruction, we will always ask for your firm's agency to be linked to the account, ensuring you will automatically receive copies of contract notes and be able to contact the fund manager directly for account information.'
When making an investment, where an agency has been linked to the account, we do not always automatically receive a client copy of the contract note directly from the fund manager. In these circumstances we do request copies of contract notes from the fund managers so that we are able to maintain accurate and up to date information on investments made.
Maximum investment amount
Please note when we receive a request to invest the maximum available funds within the SIPP we may retain a small balance on the investor’s SIPP bank account. This will take into account any fees, income drawdown payments and funds required if properties are held within the portfolio.