Examples of SIPP Administrator in a sentence
In order to open a SIPP Dealing Account, the SIPP Member, and if relevant the SIPP Manager, and the SIPP Trustee and if separate the SIPP Administrator must complete an Application Form in full and return by post.
The SIPP will be governed by the Trust Deed and Rules and the SIPP Administrator will administer the SIPP in accordance with the Rules.
The Trustee (which may also be the SIPP Administrator or someone else) of the SIPP is the legal owner of all cash and assets within the SIPP, holding them on behalf of the Members.
Account holders (continued) SIPP Administrator Full name Contact number Email address Address Postcode Correspondence Financial Advisor Full name of regulated firm Contact name Email address Address for correspondence Postcode Name of regulator Regulator reference number Correspondence 2b • If you have any questions about your application, please call our Customer Servicesteamon 0333 3216077 (openingtimes: Monday to Friday, 9am-5pm) who will be happy to assist you with your enquiry.
In order to open a SIPP Dealing Account, the SIPP Member, and if relevant the SIPP Manager, and the SIPP Trustees and, if separate, the SIPP Administrator, must complete an Application Form in full.
If you have invested in a SIPP, this will be independently set up, operated and managed by your SIPP Administrator and/or Trustee (as the case may be).
Contributions and transfer in instructions will not be accepted until the SIPP Administrator receives the relevant completed application form/s.
Prior to opening your SIPP Investment Account with us, you must already be a Member of the relevant SIPP and shall have independently agreed with the SIPP Administrator to be bound by the Rules of the SIPP which either have or may be made available to you by your SIPP Administrator.
If you do not cancel within the timescales referred to above, you can otherwise terminate your SIPP Investment Account(s) with us at any time by giving us or procuring that your Representative gives us, written notice, which must include confirmatory notice from your SIPP Administrator and/or Trustee, and a request to transfer to another appropriate and identified pension arrangement.
Subject to any minimum investment amount notified to you or us including without limitation by your Representative or SIPP Administrator (if applicable), we have no minimum investment amount on your transactions.