FORMS

It is important that you select the correct literature based on the SIPP that you hold, please follow the descriptions in the table below. If you are an Adviser, please visit our Adviser Literature Library.

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Document Last updated File
Suffolk Life MasterSIPP - for all new applications received from 15 March 2010
and MasterSIPPs established before 15 March where Protected Rights, if included,
are held with Suffolk Life Trustees Limited.
Scheme rules  29 December 2011 PDF download
Key features  6 April 2011 PDF download
Schedule of fees 1 January 2012 PDF download
Schedule of allowable investments 1 January 2012 PDF download
Terms and conditions 6 April 2011 PDF download
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Suffolk Life MasterSIPP - for plans established before 15 March 2010, where Protected
Rights, if included, are held by Suffolk Life Annuities Limited in an additional plan.
Scheme rules 29 December 2011 PDF download
Key features  6 April 2011 PDF download
Schedule of fees 1 January 2012 PDF download
Schedule of allowable investments 1 January 2012 PDF download
Terms and conditions 6 April 2011 PDF download
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Suffolk Life SIPP - which would generally have been established before 30 October 2007.
Policy provisions and scheme rules 29 December 2011 PDF download
Key features  6 April 2011 PDF download
Schedule of fees 1 January 2012 PDF download
Schedule of allowable investments 1 January 2012 PDF download
Terms and conditions 6 April 2011 PDF download
     
Property      
Property guide   11 May 2011 PDF download 
Property insurance notes   14 April 2010 PDF download 
Group investment agreement 1 December 2010 PDF download 
     
Standalone documents    
Corporate Brochure 28 October 2010 PDF download
Change of address form 18 January 2010 PDF download
Adviser election form - Use to inform us you have changed your adviser 1 June 2011 PDF download 
Third party authority - Use to give a third party authority to give
investment instruction on your investment management account
15 March 2010 PDF download
Valuation Policy Statement 22 September 2011 PDF download
Cofunds election form - Execution only* 16 April 2010 PDF download

 

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*Please visit the Adviser site for the election form for advised clients.