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Curtis Banks – SSAS

Curtis Banks

SSAS

Type: Small self-administered scheme

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 £445 for single member plus £200 for each additional member, transfers out £150, in specie transactions £250, same day CHAPS payments £15, purchase of unquoted equities £250, loans to employer or third parties £300, annual loan fee £100 a year, opening additional bank account £75, additional charges for property transactions and benefit payments

Commission: Agreed between adviser and client

Tel: 0117 9107910

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