SSAS Forms

SSAS documents are created for each individual SSAS established or taken over. Use the below questionnaires to provide us with the relevant information. If you need any guidance on our SSAS please contact our sales support team.

Establishment – Scheme Questionnaire
New Member Questionnaire – one per member of new scheme
Takeover Scheme Questionnaire
Takeover Member Questionnaire – one per member of scheme being taken over
Fee Schedule
Permitted Investment List
SSAS Property Questionnaire
SSAS Property admin and risk notice
SSAS Property Insurance Data Capture
SSAS Property Insurance Risk Information
Property Environmental Screening Questionnaire
SSAS Loanback Application Form