Document Library

Please see below the documents and forms available for download.

• SSAS Supplementary Application Form
• Privacy Policy
• Service Standards
• SIPP supplementary application form
• Schedule of SIPP fees
• Schedule of SSAS fees
• SSAS takeover checklist
• Property purchase guide
• Property purchase questionnaire
• Unlisted share purchase questionnaire
• Borrowing questionnaire (excluding bank loans)
• Third party loan guide
• Third party loan questionnaire (lender)
• Third party loan questionnaire (borrower)
• Non-standard asset questionnaire
• SSAS loan back guide
• SSAS loan back questionnaire
• Benefit options form

IFA Packs:

Awaiting updated documents. Email info@westerby.co.uk to request to be notified when updated documents are available.