We have teamed up with Seven Investment Management LLP (7IM) to offer our Premier Trust SIPP as a low cost vehicle which can be used to access 7IM’s investment services.
Clients benefit from a reduced fee basis where they invest their whole SIPP fund with 7IM. The main features of the product are as follows:
- This product is available through financial advisers
- No set up fee
- Annual fee of £132 per annum – if the value of investments with 7IM is over £75,000 then 7IM will pay £95 of this fee, leaving just £37 which is deducted from your SIPP.
- Other fees as outlined in our fee schedule available below.
- Platform, discretionary and advisory services available
Please contact our Single Investment team for details:
Phone 01580 767305
Forms for an IFA to use to set up the SIPP are available below:
The Premier Trust Key Features – 7IM
The Premier Trust Fees – 7IM
The Premier Trust 7IM Application Form
The Premier Trust 7IM Contribution Application Form
The Premier Trust 7IM Terms and Conditions
SIPP Illustration Request Form 7IM