Online applications

The Talbot and Muir SIPP offers an online applications process which will result in a zero establishment fee.

You can enter the details you have online and use our Data capture form or take a copy of the application form with you to ensure you haven’t forgotten anything before you click the submit button.

Your client will still need to sign the Declarations form which can be downloaded and taken with you to your client meeting to avoid having to go back and forth for additional signatures. Then just send us the Declarations form and any investments forms in the post so we can establish the SIPP and open any accounts.

 

Learn more here.