Welcome to our online SIPP application for financial advisers.
*** If you are a NEW USER please CLICK HERE to apply for access ***
*** Before using this facility, please download the ONLINE APPLICATION USER GUIDE ***
Note that our online application form means that you can complete the form online, but you must then print it and arrange for signatures, and then post it to us. We cannot establish a SIPP based on the online application alone.
Before you start, you need to agree that:
- You are a UK based financial adviser, authorised by the Financial Conduct Authority to conduct regulated activities, including those which are being proposed here
- Where relevant, that you and your firm hold the appropriate regulatory permissions to handle any pension transfers
- You have given advice to this client in relation to the establishment of this SIPP
- You can confirm your firm’s acceptance of our Terms of Business for financial advisers.
- You have provided to your client details of the SIPP product for which this application is being made, including our product Key Features, Schedule of Fees and Terms and Conditions.
- You have requested, or will request prior to advice being given, an illustration for this new SIPP plan
- You possess the authority within your own firm to complete online business on behalf of your clients
- You understand InvestAcc may refuse to accept an application without giving a reason
- Our application form is available online, but successful completion will mean that you will need to print the final document in full, and have it signed where appropriate by (a) your client ; (b) witness ; (c) any employer making regular contributions or deduction from pay ; (d) parent or guardian in the case of minors ; and (e) yourself to confirm you have completed the Verification of Identity checks.
After completing the application, the printed document should be sent to: InvestAcc Pension Administration Ltd., Minerva House, Port Road Business Park, Carlisle, CA2 7AF.
*** Provided you can answer yes to all of the above then you are ready to start the process. If you wish to confirm this and proceed, please CLICK HERE. ***