Sippchoice Bespoke SIPP – Data Input for Key Features Illustration
The information set out below is required by Sippchoice in order to prepare a Key Features Illustration for a
new member, as required by the FCA. Please complete the form as accurately as possible (and please use
a best estimate where appropriate) and when completed please return it to:
Sippchoice Limited, The Podium, 1 Eversholt Street, London NW1 2DN.
MEMBER NAME
SEX
DATE OF BIRTH
TRANSFER VALUES
Amount
£
£
£
£
Is this a transfer from another SIPP?
Yes/No
Yes/No
Yes/No
Yes/No
1
2
3
4
CONTRIBUTIONS
Amount (net)
Frequency
Member
£
One-off
£
Monthly/Annually
Regular
Amount (gross)
Frequency
Employer
£
One-off
£
Monthly/Annually
Regular
INVESTMENT CHARGES (PAYABLE BY THE INVESTMENT PROVIDER)
Amount: £
% of fund:
One-off
Amount: £
% of fund:
Annual
ADVISER CHARGES (PAYABLE FROM THE SIPP)
Amount: £
% of fund:
One-off
Amount: £
% of fund:
Annual
SIPP ANNUAL FEE
… Standard annual fee (£540 plus VAT)
… Reduced single investment fee (£335 plus VAT)
Note: The reduced single investment fee applies if the SIPP
will invested wholly in a single investment dealing account or
with a single discretionary fund manager
STANDARD SIPP INVESTMENTS
Number of standard investment products
held in SIPP (Please do not include the
SIPP bank account)
NON-STANDARD SIPP INVESTMENTS
Number of investments:
Loan
Number of investments:
Unquoted shares
Number of investments:
UCIS-UK
Number of investments:
UCIS-overseas
Number of investments:
Property
Yes/No
Property-VAT registered
Yes/No
Property-borrowing
DRAWDOWN
In drawdown
Receiving income
Yes/No
Yes/No
REQUEST TO SIPPCHOICE: Please prepare a Key Features Illustration based on the above data
Adviser name
Adviser email address
Adviser firm
Adviser signature
Date