Forms and Downloads
Downloadable documents
Downloadable documents
- SIPP key features
- Schedule of SIPP fees
- Schedule of SSAS fees
- SSAS loan back guide
- Third party loan guide
- Property purchase guide
- New Consumer Duty Distributor Information
Available upon request
Please also see below a list of documents and forms available upon request. Email info@westerby.co.uk with a list of the files that you’d like receive.
- SSAS Supplementary Application Form
- Privacy Policy
- SIPP supplementary application form
- SSAS takeover checklist
- Property purchase questionnaire
- Unlisted share purchase questionnaire
- Borrowing questionnaire (excluding bank loans)
- Third party loan questionnaire (lender)
- Third party loan questionnaire (borrower)
- SSAS loan back questionnaire
