Designed for your clients.
A principal feature of the Dentons SIPP is the flexibility it provides when it comes to investment options. An extensive range of opportunities are listed below. For more detailed information, please click on the relevant link.
Funds and Equities
- Equities quoted on the UK Stock Exchange including securities on The Alternative Investment Market (AIM)
- Equities traded on a recognised overseas stock exchange
- Open Ended Investment Companies (OEICs)
- Unquoted equities (subject to individual consideration), but excluding any individual unquoted equities for overseas companies
- Futures and options traded through a recognised exchange
- Unit trusts and investment trusts
- Pre-approved investment managers
- Insurance company managed funds and unit linked funds
- FSA recognised offshore funds
- Trustee investment bonds
- Corporate bonds quoted on a recognised Stock Exchange
- Hedge funds
Property
- UK commercial property or land
- Overseas property investments but excluding off-plan overseas hotel rooms
- Complex property transactions including joint property with other pension vehicles, members or companies
- Residential property through a qualifying special purpose vehicle
Deposit accounts
- Deposit accounts with any authorised financial institution
Other
- Second-hand endowment policies via a recognised dealer
- Foreign currency
- Commercial loans to unconnected parties
- Trustee borrowing on commercial terms
- All alternative investments can be considered - however complex - subject to them complying with HM Revenue & Customs (HMRC) rules. We will investigate each individual asset or investment to ensure that it will not be subject to tax charges within the Plan.
A straightforward approach.
The Dentons SIPP can also cater for your clients who have simple strategies. It allows them to invest funds within the default instant access bank account and any single portfolio with a discretionary fund manager, fund supermarket or platform.
Please Note: Where only a single portfolio is used, a lower Annual Administration Charge will apply.