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Please note asset values shown on SIPP Web are as at the valuation date indicated. Therefore, in some circumstances, may not reflect the current asset values. Any valuation to be relied upon must be verified by contacting our office.

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Products

We know that everyone has their own individual approach to investment – and we’re ready to meet your needs. That’s why we offer two different types of SIPP:

The Collective SIPP offers a low-cost and low-maintenance option. While there are some limitations, you can invest using a stockbroker for discretionary fund management or directly in unit trusts, investment trusts, insurance company funds and fund platforms.

The Full SIPP offers more choice, with the full range of investment options available under the current legislation – including commercial property, land and unlisted shares.

Although we’re first and foremost a specialist SIPP provider of the above products – we’re also a flexible SIPP provider, so we’ll consider any request to arrange a Group SIPP on a case-by-case basis. 

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Completion of the following forms are required to set up a SIPP with us:

SIPP Application Pack
ZIP | 425 kb

Download

You will require Adobe Reader to read these files. The latest version of the application can be downloaded by clicking here.

 

Customer Service (Registered Office)
58 Elliot Street, Glasgow G3 8DZ

Telephone: 0141 204 7950
Fax: 0141 243 2257