sipp

Illustrations

For Financial Advisers only

While we provide illustrations on request, we acknowledge that many Introducers will prefer to have the ability to produce illustrations for themselves, at a time when it is simply more convenient.

For introducers wishing to have this facility, we will arrange access to the illustration system.

Our system allows Introducers to create both pre-retirement and drawdown illustrations for clients. In addition, some of the features of the illustration system are:-

• Contributions - supports mutiple contributions both single and regular with different payment frequencies.
• Drawdown - supports both capped and flexible drawdown.
• Fund and Fund Charges - user can select funds in which the client is investing and allocate a percentage to each fund as well as modify the charges for the fund/investment.
• Protected Rights - supports both protected rights and non-protected rights.
• Protection - supports enhanced, primary and fixed protection.

To access our illustration system Introducers will require a username and password. To obtain a username and password please send an e-mail request to our admin mailbox.

Introducer can access our illustration system by entering their login details here. The user manual for the illustration system can be accessed from the Help menu, once logged in.

Access to the illustration system is granted on the following conditions of use. By requesting a username and password you are agreeing to these terms.

• Any illustration produced, to be used as part of the retirement planning advice process, must be subsequently verified by @sipp.
• Any illustrations produced do in no way represent a contract or agreement between the Introducer/Introducer's client and @sipp.

You will be notified of any changes to the conditions of use.

The illustration system used by @sipp, which Introducers may access, is a product of Dunstan Thomas, provider of technology solutions for the pension and investment markets. All ownership and intellectual property rights belong to Dunstan Thomas.

System requirements - Internet Explorer version 6 or above and Adobe SVG Viewer are required to run the illustration system.