This site is for financial advisers only, Click here for the consumer site.

Print Share

Adding or Amending a Fund Based Fee (PP5, EP5, DA2, TI5)

This form is for the following products, which must have been set up on, or converted to, an Adviser Charging Basis:

Personal Pension (PP5), Executive Pension (EP5), Personal Pension Income Plan (DA2) and Pension Trustee Bond (TI5)

Financial Adviser Verification