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Member details
Name* SIPP Type
Member Date of Birth* Sex*
Dependant Date of Birth Retirement Age*
Investment Commencement Date* Protection Level*
Individual Protection Amount (£)

*denotes a mandatory/required field

Payments Transfers
Amount (£)

Gross Amount* (£) Source Frequency Level/Escalating Escalation Rate (% pa)

*includes basic tax relief of 20% for member contributions

VAT Rate (%)

Establishment Cost excl VAT (£) Annual Charges excl VAT (£)
*Please check with the Accounts department for guidance on pricing
Transfer In Fee excl VAT (£) Rate of Increase

*Please apply a fee of £50 per transfer

Estimated Fee on Proposed Initial Investment excl VAT (£) Holding Non-Standard Assets Annual Charge excl VAT (£)
*Please see charges sheet

Independent Financial Adviser (IFA)
IFA Fees Payable?
Initial Fee Basis Annual Fee Basis
Initial Fee/%
VAT Payable on Fees?

Investment Management

*Please vary the Share of Plan % as appropriate

Management Fee % pa
Risk Level
VAT Payable on Fees?
Version: 20211006