Pension Account opening checklist
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- Pamela Willis
- 5 years ago
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1 Pension Account opening checklist Please do not mail to Fidelity Please capture all listed information for account opening and complete the application online. Please DO NOT post this checklist to Fidelity, as applications made using this form cannot be processed and WILL be rejected. Personal details Title First and other names infull Surname Gender Date of birth Address Home telephone number Work telephone number Mobile telephone number address Not auscitizen Nationality 1 Nationality 2 Nationality 3 Nationality 4 I confirm I am not a US citizen, am not resident in the US, and do not have an obligation to pay tax to the US tax authorities on my worldwide income. In order to invest in the FundsNetwork Pension we are required to capture the nationalities, and in some cases the national identifiers, for reporting purposes. If you are a British Citizen only, this is your National Insurance number. If you hold dual nationality, or are a national of another country, then another identifier may be required. Your adviser can find the list of required nationality identifiers at Not been issued a national ID If checked, skip to town of birth National identifier Town of birth Country of birth Employment status (Employed, Self-employed, unemployed, full time education, pensioner, caring for children under 18 or other. If other, please specify)
2 Occupation Gross annual salary Planned retirement age Existing FundsNetwork customer? Yes No If yes, please provide account number Annual allowance Have you triggered the money purchase annual allowance? Yes No If yes, when did this become effective? Opt out Have you opted out of an occupational pension scheme or are you planning to opt out of an occupational pension scheme in favour of making payments to the FundsNetwork pension? Yes No Contribution details Personal contributions Source of investment Salary/bonus Divorce settlement Lottery/betting win Sale of investments Other (please specify) Investor single contribution (net) Investor regular premium (net) Frequency of regular contribution Monthly Yearly Employer contributions Employer single premium contribution Employer regular premium Frequency of regular contribution Monthly Yearly Employer s name Employer s registered address Third party contributions Third party single premium contribution (net) Third party regular premium (net) Frequency ofregular contribution Monthly Yearly Full name of third party Registered address ofthird party
3 Employment status of third party (Employed, Self-employed, unemployed, full time education, pensioner, caring for children under 18 or other. If other, please specify) How did the third party acquire the money being invested? Salary/bonus Divorce settlement Lottery/betting win Sale of investments Other (please specify) Cash Transfers 1 Cash Transfer 2
4 Cash Transfer 3 Address of pension administrator Cash Transfer 4
5 Cash Transfer 5 Investment choice for lump sum and transfer payments Investment name Percentage% Investment choice for Regular Savings Plan contribution Investment name 100% Percentage% 100%
6 Adviser charges Adviser firm name Initial adviser charge single premium Initial adviser charge regular premium Initial adviser charge transfers Ongoing adviser charge Nominated investment to use to pay fees (if possible) if there isnot enough cash available in your account? I confirm that I have received a personal illustration, the Pension Key Features Document and the Pension Client Terms and that I would like to establish the investment referred above. If a fee is being set up in conjunction with this transaction please complete a separate FundsNetwork Client Authority form. Client signature Date Reminder: This document should not be sent to us. Your adviser must submit the application online. If you wish to pay for your investment using a cheque please make this payable to FundsNetwork and attach it to a cheque payment slip which your adviser will give you. This is for investment professionals only and should not be relied upon by private investors. Issued by Financial Administration Services Limited, authorised and regulated bythe Financial Conduct Authority. FundsNetwork and its logo are trademarks of FIL Limited. 1118/22958/QC/1119
Client information checklist
Client information checklist Please do not send to Fidelity Please capture information for account opening and complete the application online. Please DO NOT post this checklist to Fidelity, as applications
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