You will be required to complete sections 1-11. This will allow our new business
team to produce an illustration which will provide a projection of your
retirement savings plan based on your contribution amounts and chosen retirement
date. Once you have accepted the illustration, you will be prompted to complete
the declaration in section 12, sign and date your application for processing.
Before you send us your SIPP application you should read our SIPP information,
features, terms &
conditions, data protection and declaration statements, and the fee schedule,
are an important
part of this application.
Please complete all sections. [An example form is available on this
your reference to assist you]
SIPP to be established for a Direct Client (as execution only)
Options UK Personal Pensions LLP and MK SIPP Trustees UK Limited ('trustee') will
with legal, financial,
investment, tax or other advice and aren’t responsible for the suitability or
appropriateness of your
decision to set
up a Self-Invested Personal Pension (SIPP).
This application should only be completed if you aren’t receiving financial
from a Financial
regulated financial adviser. You must ensure you understand the implications of
If you need help in understanding any part of this application, please contact
us 0330 124 1505.
You are requesting to establish a SIPP on an execution only basis, and in doing
so you have
decided not to take independent financial advice from a regulated adviser.
The security and safety of your data is very important to us. A copy of our
privacy notice is available on our website www.optionspensions.co.uk/privacy
If you have any questions, or need to discuss specific client requirements please
give our Illustrations Team a call on 0330 124 1505.