SIPP 35DN - Online account form - Harpenden Building Society

Applying only takes a few minutes to complete and we normally open accounts within 5 days. SIPP accounts must be operated through an authorised SIPP Administrator or Trustee. Please note that SIPP deposits will only be accepted from Scheme Administrators authorised and regulated by the Financial Conduct Authority. A passbook will not be issued for a SIPP Trust cash deposit account. Cheque deposits must be drawn from the designated SIPP bank account. To begin the process, please view and complete the checkboxes below to confirm you have read all of these documents and these have been provided, understood and read by the scheme member.

Product summary box – SIPP 35DN account*

Product Summary Box – 35 Days Notice Account *

FSCS information sheet*

FSCS information sheet *

General business deposit accounts terms and conditions*

General business deposit accounts terms and conditions *

Online terms and conditions*

Online terms and conditions *

Privacy notice*

Privacy notice *

Confirmation*

I confirm I have viewed and read the above documents *

All fields throughout marked with a * are mandatory to be completed.

Online application process

Account type

Please overtype or select your answers in the fields below.

Type of SIPP account applying for:*

Opening deposit amount (£)*

Source of initial deposit*

Source of ongoing deposits (if applicable)

Expected transaction frequency

Harpenden Building Society is covered by the Financial Services Compensation Scheme (FSCS). Providing the eligibility criteria is met (details of exclusions can be found at www.fscs.org.uk and on the FSCS Exclusions list provided) eligible deposits with the society are protected up to a total of £120,000 by the FSCS, the UK’s deposit protection scheme. Any deposits held above the £120,000 limit are not covered

About your SIPP

SIPP Name*

Pension Scheme Tax Reference Number

(10 digit number)

SIPP Administrator name:

SIPP Trustee (if different to the above)

Administrator's address*

Contact name*

Telephone or mobile number

Email address:*

FCA Number*

(up to 10 digit number)

Scheme members details

Title:

If other please specify

First name*

Middle Name(s)

Surname*

Date of birth*

Permanent UK resident*

Nationality*

National Insurance Number*

Dual nationality (if applicable)

Dual tax residency (if applicable)

Dual residency tax number (if applicable)

Email address*

Telephone or Mobile number*

Current home address*

Date moved to current address*

If the beneficiary has been at their current address for less than one year, please provide details of their previous home address including postcode

Employment status*

Occupation:*

Designated SIPP account

Account name*

Account number*

Sort Code*

Documentation

Please upload your Certified Copy of the Establishing/Master Trust Deed

Max. file size: 20 MB.

Please upload your Certified Copy of the Supplemental Deed (if appropriate)

Max. file size: 20 MB.

Please upload your Certified Copy of the Scheme Rules

Max. file size: 20 MB.

Certified Copy of HMRC letter quoting the name and number of the Scheme

Max. file size: 20 MB.

Certified List of all Authorised Signatories

Max. file size: 20 MB.

If another Harpenden Building Society SIPP Deposit Account has already been opened in respect of another Scheme Member under your SIPP arrangement, you will not be required to enclose the Establishing/Master Trust Deed provided the Scheme Administrator confirms that no changes have been made in the meantime.

Marketing and Communications preferences

Choose your preferences to receive updates from us. Please note – this relates specifically to the Scheme Member and not the Administrator or Trustee. As a Member, at times we will contact you about our services and any improvements we make, or any changes to your account. You can also choose to opt in to receive any marketing communication from us regarding our products and promotions in any of the channels below:

Please select your preferences

Post

Email

SMS

Telephone

Please select any alternative formats for communication and documents:

Large print

Braille

Or you can request the above by calling our Member Services Team on 01582 765 411 – Option 1

Important Declaration; Please read and sign the declaration below

I/We as authorised signatories request that a SIPP Cash Deposit Account be opened with Harpenden Building Society and acknowledge that the account forms part of the Scheme referred to in the Deed.
All information supplied is true and accurate to the best of my knowledge.
I have permission and authority to apply for this account on behalf of the SIPP scheme and the scheme member is aware that their information has been shared with Harpenden Building Society.
I understand that to comply with its legal and regulatory obligations the information supplied in this application will be verified. Harpenden Building Society uses third parties to verify information, one being SmartSearch which leaves a non-credit footprint on the applicable record. A record of the output will be supplied to Harpenden Building Society and retained.
As detailed in the relevant account terms and conditions, I understand how the information I have provided will be processed, my rights and how to contact the Data Protection Officer.
I have read and agree to the specific terms and conditions applying to the account, the General Terms and Conditions for Business Deposit Accounts and to be bound by the rules of the Society (a copy of which is available on the website and/or can be posted to you on request).
I/We acknowledge that the SIPP Cash Deposit Account is a deposit account and agree to be bound by the Society’s Rules so far as they apply to Deposit account holders. I also understand that a depositor is not a Member of the Society and cannot vote at meetings of the Society or exercise other membership rights..

Declaration*

Tick to confirm you have read and accept the above declaration statements which constitute our agreement *

SIPP Mandate (to be signed by the Scheme Member)

I instruct the trustees of my SIPP to open a SIPP Cash Deposit Account with Harpenden Building Society and acknowledge that the account forms part of the Scheme referred to in the Deed

I acknowledge that the sum is being invested in a deposit account.

I confirm that the information and instructions on this form are complete and accurate.

Declaration*

I have received, read and understood the Financial Services Compensation Scheme Information Sheet

Scheme member name as signature*

Date*

SIPP Mandate (to be signed by the Scheme Trustee(s))

I authorise you to comply with all instructions relating to the account, including instructions to withdraw or transfer funds to or from the account to the designated bank account of the Scheme Member, are in writing and the document bearing the instructions is verified by the original signatures of any two of the authorised signatories.

Full name*

Scheme Trustee Signature*

Date

Full name

Scheme Trustee Signature

Date

How did you hear about our SIPP Accounts?*

MoneyFacts website

Investment Sense website

Google search

Smart Money People

Word of mouth

Other

SIPP 35 Days’ Notice savings account – online application form