Modular iPlan
iSIPP
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IPS
Partnership SIPP
Private Client SIPP

 

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Wrap ISA
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Wrap Offshore Bond

 

Our most popular Wrap SIPP documents

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Wrap Charges Schedule

A table of our charges for administering the product.

 

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Wrap Adviser Charges Form

To authorise the payment of charges to your appointed financial adviser.

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Expression of Wish Form

To provide us with the details of whom should receive the proceeds of the SIPP upon your death.

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Benefit Payment Form (Non-advised)

If you wish to take money out of your SIPP through a PCLS payment and/or income drawdown.

Product information

blue literature iconWrap Terms and Conditions

blue literature iconWrap Key Features

blue literature iconWrap Charges Schedule

blue literature iconWrap SIPP Permitted Investments List

blue literature iconWrap Technical Guide

blue literature iconWrap Non-Personal Client Terms and Conditions

Charges

blue literature iconWrap Charges Schedule

blue literature iconWrap Adviser Charges Form

Making an application

blue literature iconWrap SIPP Application Form

blue literature iconAppointment of Financial Adviser Form

blue literature iconPower of Attorney Registration Form

Moving money and investments in

blue literature iconSIPP Supplementary Contribution Form

blue literature iconSIPP Contribution Amendment Form

blue literature iconDirect Debit Form

blue literature iconSIPP Cash Transfer In Form

blue literature iconSIPP In-specie Transfer Form

blue literature iconDrawdown to Drawdown Transfer Form (Non-advised customers)

blue literature iconDrawdown to Drawdown Transfer Form (Advised customers)

Investing within the Investment Centre

blue literature iconInvestment Centre Buy Form

blue literature iconInvestment Centre Regular Buy Form

blue literature iconInvestment Centre Switch Form

blue literature iconInvestment Centre Sell Form

blue literature iconInvestment Centre Regular Sell Form

blue literature iconInvestment Centre Key Features Guide

blue literature iconWrap Investment Centre Funds List

blue literature iconShare Class Conversion Form

blue literature iconManaged Portfolio Panel Terms and Conditions

Investing directly

blue literature iconInstruction to Trade Form

blue literature iconInvestment Manager/Stockbroker Appointment Form

blue literature iconInstruction to Transfer Money to/from an Investment Manager

Investing in Commercial Property

blue literature iconCommercial Property Purchase and Maintenance Guide

blue literature iconCommercial Property Works Guide

blue literature iconCommercial Property Disposals Guide

blue literature iconCommercial Property Buy-out Guide

blue literature iconCommercial Property Litigation Guide

blue literature iconSIPP Property Observation Checklist

blue literature iconSIPP Commercial Property Questionnaire

blue literature iconSIPP Composite Panels Questionnaire

blue literature iconSIPP Property Information Form

blue literature iconSIPP Property Information Form Q&A

Investing via our Cash Panel

blue literature iconApplication for Cash Panel Accounts

Investing with EQi (formerly Selftrade)

blue literature iconEQi Terms & Conditions

blue literature iconEQi Account Application Form for Wrap

blue literature iconEQi Charges Schedule for Wrap

blue literature iconEQi Permitted Investments and Service Charter

blue literature iconEQi Investment Risk Warnings

blue literature iconEQi Order Execution Policy

blue literature iconEQi Third Party Authorisation Form

Taking money out

blue literature iconApplication for a Transitional Tax Free Amount Certificate

blue literature iconBenefit Payment Form for Capped or Flexi-access Drawdown (Non-advised customers)

blue literature iconBenefit Payment Form for Capped or Flexi-access Drawdown (Advised customers)

blue literature iconBenefit Payment Form for UFPLS

blue literature iconAnnuity Open Market Option Request Form

blue literature iconNotification of Flexibly Accessing your Pension Form

blue literature iconPlan Closure Request for Fully Crystallised SIPP Form

blue literature iconYour Pension: Your Choices - MoneyHelper Brochure

blue literature iconAccessing your Pension Guide

blue literature iconTransferring Away from James Hay

blue literature iconTransfer Out Request - Overseas Supplement

General guides and policies

blue literature iconOrder Transmission Policy

blue literature iconHow your Money and Investments are held within James Hay Products

blue literature iconGuide to Investment Risk

blue literature iconGuide to our Complaint Procedure

blue literature iconManaging cash in your James Hay products

Death and divorce

blue literature iconManaging your Beneficiary SIPP Guide

blue literature iconExpression of Wish Form

blue literature iconPension Credit Transfer Request Form

blue literature iconPension Sharing Order Guide

By-pass Trust

blue literature iconBy-pass Trust Form

All our guides are available in Braille, large print or as an audio version. To find out more, call us on 03455 212 414 (or via the Typetalk service on 18001 03455 212 414).