Open / Transfer a SIPP
Whether you are opening an Account for the first time or transferring from an existing pension, opening an Account with Grand International Bank is simple.
ISA forms and documents
SIPP Key Facts
Charges Guide Post February 1 2017
Platform Guide
Get Connected Guide
SIPP Application Form
SIPP Scheme Rules
FSCS Important Information sheet
Terms and Conditions
Inter-Account Transfer Form
We are currently in the process of introducing new technology to support transfers and to make the process faster and easier for our customers. To aid this transition, we are only accepting cash transfers from new customers at this time.
Existing Pinnacle Online customers can continue to transfer in-specie.
ISA Instruction Form
Pension Changes 2015
SIPP Accessing Your Pension Savings Guide
SIPP Guide for Employers
Compensation Statement
Complaints Handling Procedure
Conflicts of Interest Policy
Identification Requirements Guide
Order Execution Policy
Interest Rate Table
Tax Tables
Personal identifier reference list
Change of Address Form
ISA Top Up Application
Third Party Authority Form
ATS Appropriateness Assessment – Complex Investments
W-8BEN – Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individuals)
How to complete Form W-8BEN
W-9 – Request for Taxpayer Identification Number and Certification
Generic Investment Illustrations
List of Funds – Clean Share Class
List of Equities
List of Exchange Traded Products
List of Investment Trusts
Important information
Please remember the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested.