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Curtis Banks – Sipp

Curtis Banks

Sipp

Type: Full self-invested personal pension

Minimum investment: No minimum

Investment choice: All investment funds, exchange traded funds, bonds, government securities, shares, cash deposits and other assets approved for investment by HM Revenue & Customs, including commercial property

Options: Unsecured pension, alternatively secured pension

Charges: Set up fee £200, annual fee £345 but reduced to £245 if Sipp contains the RBS bank account and a single quoted investment, transfers out £150, in specie transactions £250, purchase of unquoted equities £250, opening additional bank account £50, additional charges for property transactions and benefit payments

Commission: Agreed between adviser and client

Tel: 0117 9107910


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