Direct dealing team

• Execution of investment instructions received on a daily basis
• Record all investments placed within Suffolk Life’s accounting package
• Ensure all outstanding investment confirmations are received from outside parties
• Ensure outstanding sales proceeds have been received and making any requested reinvestments on receipt of these monies

Tel: (01473) 296904

Technical team

• Assess if an investment would be SIPP allowable and deal with queries on this subject from financial advisers and investors
• Provide information and co-ordinate connected party transactions

Tel: (01473) 296951
e-mail: allowableinvestments@suffolklife.co.uk
e-mail: cpt@suffolklife.co.uk


Investment manager (IM) account opening team

• Carry out due diligence checks on IM company where required
• Establish IM accounts
• Send out IM agreement where no global agreement in place
• Complete IM account opening documentation
• Obtain confirmation of account set up including account reference and bank details
• Transfer funds to IM accounts on behalf of our pension investors and their financial advisors

Tel: (01473) 296905
e-mail: imteam@suffolklife.co.uk