Key Features Document (PDF 90k)
Full SIPP Handbook (PDF 185k)
Full SIPP Fees Schedule (with effect from 1 May 2010) (PDF 125k)
Cater Allen SIPP Account - Current Rates (PDF 55k)
Alliance Trust Savings Handbook (PDF 670k)
Conflicts of Interest Policy (PDF 170k)
Complaints Handling Procedure (PDF 400k)
Terms & Conditions (PDF 240k)
Stocks and Shares Purchase Guide (PDF 120k)
Collective Investment Vehicles Purchase Guide (PDF 120k)
Schedule of Permitted Investments (PDF 110k)
Full SIPP Application Pack (PDF 350k)*
This pack contains everything you may need to set up a SIPP: SIPP Application Form, Cater Allen Mandate and Application Form, Transfer Details Form and Contributions Form.
Full SIPP Application (PDF 180k) *
Confirmation of Verification of Identity (PDF 40k)*
Adviser Remuneration form (PDF 120k)
Transfer In form (one needed for each transfer) (PDF 90k)
Contributions form (for single or regular contributions) (PDF 125k)
Expression of Wish (PDF 120k)
Taking Pension Benefits form (PDF 130k)
Third Party Account Investment Instruction Form (150k)
Collective Investment Schemes Investment Instruction Form (PDF 150k)
Unlisted Stocks and Shares Investment Instruction Form (PDF 150k)
* Mandatory forms
All completed forms should be returned to:
Alliance Trust Savings Ltd
PO Box 164
8 West Marketgait
Dundee
DD1 9YP.
Property fees guide (PDF 120k)
Cater Allen Business Terms & Conditions (PDF 400k)
Change of Address form (PDF 115k)
Full SIPP Rules 2008 (PDF 400k)
Consolidating Deed (PDF 670k)
Investor Protection and the Financial Services Compensation Scheme (PDF 110k)
If you are not a financial adviser please return to the client section of our website by clicking here now.
