Unlisted company shares
With effect from 1 November 2010, Suffolk Life are able to accept unlisted company shares within certain SIPP plans.
Which schemes can invest
Unlisted company shares can not be held for investors with:
Allowable investment criteria
We will allow unlisted company shares which meet the following criteria:
For full details of our unlisted company shares offering please refer to the 'how to' guide. Before allowing an investment into unlisted shares within a SIPP, the investor should have read this guide.
Unlisted Company Shares Investor Agreement
In addition to reading the guide, each investor must sign our Unlisted Company Shares Investor Agreement prior to any investment into unlisted company shares being placed.
Further information and queries
Should you have any further queries having read the Unlisted Company Shares Guide, or would like us to assess the allowability of a particular unlisted company, please contact the asset transfer team or the allowable investment team.
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|Unlisted company shares 'how to' guide||Oct 2010|
|Unlisted company shares Agreement||Oct 2010|