We will assume you are ok with this, but you can opt-out if you wish.
Here are the forms you'll need to apply for, and manage, a SIPP with Xafinity. Simply click on the section below relevant to you. If you can’t find what you need, then please contact us.
There have been recent developments surrounding in specie contributions, specifically on whether HMRC are prepared to grant tax relief on them. Until such time that HMRC’s position is clarified we have suspended our ability to accept new in specie contributions.
If you have any questions please give us a call – 01786 237 017
If you don’t already have a SIPP with us and want to join either the Xafinity SIPP or Simply SIPP, please find the forms you need below.
SIPP New Member Pack - full pack including our New Member SIPP Application form and the following:
You should also read our comprehensive SIPP Handbook which tells you about how a SIPP works and the investments you can hold.
These forms are for existing SIPP members wishing to pay contributions.
This form is for existing Xafinity SIPP members.
Below is our full guide relating to the purchase of property under your SIPP that also covers leasing and property sale. Please read this and complete the relevant forms for us to consider any proposed property transactions.
You'll need to complete these forms when you want to take your benefits. Please read the SIPP handbook for further information.
Please refer to the SIPP member handbook for guidance on these types of investment.
SIPP Intermediary Agreement - For Financial Advisers only
SIPP - Registration for on-line access to Xafinity SIPP Centre - For Financial Advisers only
Please complete & sign this form