Single portfolio SIPP literature

Our range of single portfolio SIPP literature - Sippchoice Bespoke SIPP - is available to download. To apply for a Sippchoice Bespoke SIPP please complete the SIPP online application form, supply the relevant anti-money laundering documents and account relevant opening forms.

The Sippchoice Bespoke SIPP has been designed to accomodate clients with a straightforward investment strategy. Clients can choose to invest pension funds in a single portfolio with an investment manager or platform on Dentons' approved list and where the portfolio does not include any non-standard funds. The list of approved assets could include:
  • stocks and shares listed or dealt on any HMRC recognised Stock Exchange
  • stocks and shares quoted on the Alternative Investment Market (AIM)
  • equities traded on a recognised overseas stock exchange
  • authorised unit trusts that do not hold residential property
  • shares in investment trusts
  • View the permitted assets for more information.

Download

Document date May 2023

Fair Value Assessment Statement

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Document date January 2023

5 star Financial Adviser Service Awards Flyer

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Document date January 2023

About us

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Document date June 2023

Sippchoice Bespoke SIPP Guide

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Document date January 2023

Sippchoice Bespoke Permitted Assets

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Document date Dentons October 2023

SIPP Due Diligence Q4

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Document date October 2023

Single portfolio SIPP Fee Schedule

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Document date June 2023

Sippchoice Bespoke Key Features

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Document date March 2023

Sippchoice Bespoke Terms of Business

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