Online SIPP applications for advisers
We can now offer an online application facility for our Minerva SIPP and SIPP Lite products.
The process works as follows:
- Advisers can request access to our Online Application facility (see below).
- A user ID and password will be sent to you, the password will be changed to one of your choice when you first log in to the system.
- One application covers both Minerva SIPP and SIPP Lite options.
- You can create and save applications for multiple clients.
- You can start an application one day, and then retrieve and alter it several times before it is submitted.
- The facility will generate a PDF document which you then print for the client to sign. The printed application is then posted to us for processing.
- We have redesigned the application so that it includes the Supplemental Deed, ID verification and forms for up to 3 transfers in one single document
To compliment this service, we have an online illustration facility coming soon.
To request access to this facility, please contact the SIPP admin team (email@example.com), providing the following information:
- Your name
- Your firm’s name
- Your firm’s FCA authorisation number
- Your email address
- Your contact phone number
You can access the SIPP online facility by visiting www.investaccpensions.co.uk and visit the Adviser Zone.
March 1st, 2016