New SSAS set up

 

Getting started

Whether you're a financial adviser or an employer/company director, we have experts to help you set up a new SSAS.

 

Most providers charge for this, but we don't.

 

To find out more call 01786 237 013 or email SSASTeam@xafinity.com.

 

To start setting up a new SSAS, please complete the forms below:

This form must be completed for a scheme.

Each individual member should complete a separate version of this form.  A scheme can have a maximum of 11 members at any time.

As soon as we receive your completed applications, we will prepare the necessary Trust Deed and Rules to establish your new SSAS.


To find out more - SSAS guides and forms.

Contact our SSAS Team

Call:

01786 237 050

 

Email us:

SSASTeam@xafinity.com
 

Post:

Xafinity SSAS
Scotia House
Castle Business Park
Stirling
FK9 4TZ

Free SIPP or SSAS review

If you are interested in a free SIPP or SSAS review simply click here and complete our online contact form.

Free SSAS Review