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Pension application - for SIPP, SSAS and other pension schemes

Please use the form below to apply for any of our products listed as available.

Please ensure that you have read and understood the relevant Product Literature, along with the terms and conditions, before completing an application form. In addition we strongly recommend that you obtain advice from a financial adviser experienced in advising on investments of the nature described in the Product Literature.  

Information contained in the Product Literature does not constitute tax, legal or investment advice and Meteor Asset Management Limited does not provide advice in relation to the products.

The application will be processed based on receipt of this form, but there may be further information that we will require in order to accept subscriptions (such as for the purpose of verification of identity and a list of authorised signatories) and we will contact you in due course to let you know what further information is required.

Please print off the form sign it and send it to us, so that we have a copy of your signature on our records.

Payment can be made via internet banking or other bank transfer, or by sending a cheque to us in the post to 55 King William Street London EC4R 9AD.

Please make your cheque payable to Meteor Investment Management Limited Client Account. If you are sending us a building society cheque it should include (ref. your name). If you send money by telegraphic or bank transfer, the payment details you require are:

Meteor Investment Management Limited Client Account
HSBC Bank plc
IBAN: GB21MIDL40053013692752
Sort Code: 40-05-30
Account Number: 13692752

A confirmation email will be sent to the email addresses you enter below. This will contain information about making payment, but if making payment by bank transfer please ensure that you quote the reference in the email and the name of the applicant.

The boxes marked * must be completed.

Account

Products

I would like to apply for:

Investment types Income option Initial adviser charge Investment amount £  
 
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Investment types Income option Initial adviser charge Investment amount £  
 
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Investment types Income option Initial adviser charge Investment amount £  
 
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add another
Investment types Income option Initial adviser charge Investment amount £  
 
Delete
Delete
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add another
Investment types Income option Initial adviser charge Investment amount £  
 
Delete
Delete
Delete
add another
Investment types Income option Initial adviser charge Investment amount £  
 
Delete
Delete
Delete
add another
Investment types Income option Initial adviser charge Investment amount £  
 
Delete
Delete
Delete
add another
Investment types Income option Initial adviser charge Investment amount £  
 
Delete
Delete
Delete
add another
Investment types Income option Initial adviser charge Investment amount £  
 
Delete
Delete
Delete
add another
Investment types Income option Initial adviser charge Investment amount £  
 
Delete
Delete
Delete
add another

Where adviser charges are expressed as a percentage, this will be calculated as a percentage of the investment amount specified.

Payment:

Account Name:
Meteor Investment Management Client A/C
Account Number:
13692752
Bank:
HSBC Bank plc
Sort code:
40-05-30
IBAN:
GB21MIDL40053013692752

If you are sending money by bank transfer please quote the 6 character application reference shown on the acknowledgement email and the applicant name.

Applicant Details

Please provide details of trustees (non-regulated trusts only) and any other beneficiaries with an interest of more than 25% or more interest in the scheme by email to adminteam@meteoram.com, quoting the reference supplied in the confirmation email you receive once this form is submitted.

Details of the Pension scheme

SIPP holder details where appropriate

Bank account details

Tax Information

Have you received advice?

We recommend that all customers seek financial advice to help establish whether this investment fits with their circumstances and financial objectives.

Please answer all of the questions below:

Adviser Section

Prevention of money laundering

I confirm that all dealings with the investor have been carried out in accordance with the requirements of the FCA Handbook and in accordance with my obligations under Meteor’s current Terms of Business.

I acknowledge my responsibility to evaluate all information on the product and confirm that where I have given advice, I have the necessary knowledge and experience to be deemed competent to assess the product and its suitability to an applicant’s circumstances and investment objectives.

I declare that this application has been completed to the best of my knowledge and belief and I have agreed any adviser charge with the applicant.

I confirm that I have carried out the appropriate identity checks on all parties relevant to this application and have retained copies of the completed Verification of Identity Certificates and supporting documentation, which I understand Meteor may request at any time and may rely on.

I confirm that I have determined that the applicant meets the criteria to invest in this product.


enter details of regulator (if any) if outside the UK

Unless this is the first time that you have dealt with us there is no need to complete the details below:

Notes

Please use this section to supply any further information about the application

Declaration and Authority

I/we declare that I/we:

  • have carefully read the relevant Key Information Document(s) and the Brochure(s), including the Plan Terms and Conditions
  • agree that Meteor will hold personal and financial information on me/us for the purposes set out in the Terms and Conditions only
  • accept the terms under which the Plan(s) will be managed and the mode of providing me/us with information concerning the Plan(s)
  • apply as Trustees/Authorised Parties for an Account to be opened in accordance with Meteor standard Terms and Conditions
  • have completed this form to the best of my/our knowledge and belief and the information given in the application, whether in handwriting or not, is true and complete
  • am/are not, or acting on the behalf of, a resident of the United States; and that I/we will not assist any person who is so resident
  • agree to inform Meteor immediately should the scheme beneficiary become resident(s) of the United States
  • agree to inform Meteor immediately should there be any change in the scheme beneficiary’s residency for tax purposes
  • will inform Meteor without delay of any change in my/our circumstances affecting any of the information in this form

I/we confirm that:

  • my/our powers of investment, and delegation of those powers, permit me/us to invest the assets of the Scheme(s).
  • the investing scheme is a registered pension scheme under Part 4 of the Finance Act 2004 (or an application for its registration has been made) and I/we undertake to advise Meteor immediately if it ceases to be a registered pension scheme or if its application for registration is withdrawn or refused.
  • I/we will tell Meteor if the Scheme is not granted exempt approval or if that approval is withdrawn.
  • I/we understand and agree that any investments in the product(s) will be allocated in accordance with my/our instructions to Meteor.
  • this application and the Terms and Conditions referred to above shall form the basis of the contract between me/us and Meteor.
  • I/we acknowledge receipt of the Terms and Conditions, further copies of which are available on request.
  • I/we have agreed the amount of any Adviser Charge for these investments as shown above and note that the agreed terms will be confirmed to me by Meteor on acceptance of this Instruction.

I/we authorise Meteor:

  • to hold my/our cash subscription, Direct investments, interest, dividends and other rights or proceeds in respect of those investments and any cash or other proceeds.

I/we understand that:

  • Meteor does not provide investment advice and confirm that I/we either do not require such advice or have received advice on this investment from a financial adviser as shown above.
  • I/we recognise that if I/we have received financial advice, my/our financial adviser is not acting as agent to the Issuer or its affiliates.

I/we declare that this application form has been completed to the best of my/our knowledge and belief.

Meteor Asset Management Limited is authorised and regulated by the Financial Conduct Authority, Financial Services Register Number 459325. MAM outsources administration and custody to a sister company, Meteor Investment Management Limited, authorised and regulated by the Financial Conduct Authority, Financial Services Register Number 496880. Both companies are registered in England and have their registered office at 55 King William Street, London EC4R 9AD.

Please print off the form and send it to us, so that we have a copy of your signature on our records.

Names of persons electronically signing this form on behalf of the applicant:

* Required