The following files are PDFs (portable document formats). You will need the free Adobe Reader software. If you are unfamiliar with this file format or need to download Adobe Reader click here.
Brochure
This download is the most current version of our brochure with amended "Performance Objectives" figures on page 13.
Download application form
Application forms for setting up your S.I.P.P.
As part of our ongoing efforts to improve our service to advisors and to remove obstacles, we have included the documents needed to set up an MW SIPP here as separate easy downloads.
Ancillary documents:
- Terms and Conditions
- Fact Sheet: Contributing to the MW SIPP 2
- Key Facts about MW SIPP 2
- Transfer Application Form
- High Interest Banking
- 2008 Fee Structure
It is advisable to discuss the ancillary documents with your clients as they are asked to confirm that they have read them as part of the Application Pack and process. We've offered them separately as you may not want to download them everytime you need an Application Form.
The final downloads are optional. They are for clients who want to transfer funds from an existing insured arrangement into MW SIPP, or for other purposes such as property purchase. Where this is required, please complete the form and the client will need to sign where indicated. Please note that the MW SIPP does not accept Protected Rights. Please click twice on the link to download.
- Transfer Application
- Commercial Property Purchase
please discuss with us prior to completion - Unquoted Share Purchase Application
NB: For Benefit Crystallisation Events, such as going into Drawdown, please contact us direct on 0151 328 1777
We hope you find this service useful. If there is any other way we can improve our service, please contact us by clicking here or just phone us on 0151 328 1777.
The above files are PDFs (portable document formats). You will need the free Adobe Reader software. If you are unfamiliar with this file format or need to download Adobe Reader click here.