Forms and Downloads

Downloadable documents

Downloadable documents

• Schedule of SOLO SIPP Fees JULY 25
• Schedule of FULL SIPP Fees JULY 25
• Schedule of NSA SIPP Fees JULY 25
• Schedule of SSAS Fees JULY 25
• SSAS loan back guide
• Property purchase guide
• Consumer Duty Distributor Information

Available upon request

Please also see below a list of documents and forms available upon request. Email info@westerby.co.uk with a list of the files that you’d like receive.

• SSAS Supplementary Application Form
• Privacy Policy
• SIPP supplementary application form
• SSAS takeover checklist
• Property purchase questionnaire
• Unlisted share purchase questionnaire
• Borrowing questionnaire (excluding bank loans)
• Third party loan questionnaire (lender)
• Third party loan questionnaire (borrower)
• SSAS loan back questionnaire