As you will undoubtedly agree, clear expectations are vital for a long-lasting partnership. So whenever we begin a business relationship, we think it best for both parties if we establish some simple ground rules. As such, we ask you to complete our Terms of Business.

Please contact our Business Development Team on 0141 204 7959 and they will supply you with our Terms of Business for you to complete.

Our Business Development Team can also help with:

  • Supplying additional information for due diligence purposes
  • Arranging a new business illustration and/or arranging access to our illustration tool
  • Answering any documentation queries
  • Answering new business queries.

Once we have established the SIPP, we can arrange access to our secure client data portal – SIPP Web.