Sovereign offers two multi member QROPS schemes from Malta – a trust based scheme (The Centaurus Retirement Benefit Scheme) – and a contract based scheme – (The Kemmuna Retirement Benefit Scheme).

  • Professional Member Declaration Form – Download
  • Discretionary Fund Manager Appointment Form – Download
  • Dealing Instruction Fee Disclosure Form – Download

 

Malta QROPS – The Centaurus Retirement Benefit Scheme

For pensions valued above £100,000

  • The Centaurus Retirement Benefit Scheme – Information Sheet – Download
  • The Centaurus Retirement Benefit Scheme – Scheme Particulars – Download
  • The Centaurus Retirement Benefit Scheme – Fee Schedule – Download
  • The Centaurus Retirement Benefit Scheme – Application Form – Download
  • The Centaurus Retirement Benefit Scheme – Benefit Election Form – Download
  • The Centaurus Retirement Benefit Scheme – Additional Contributions Form – Download

 

Centaurus HMRC Forms

 

Investment Providers

The following hyperlinks will lead you to websites which are not under the control of the Sovereign Group. These links are provided for your convenience and do not represent any endorsement, recommendation, approval, guarantee or introduction to any third parties or the services/ products they provide on their websites by the Sovereign Group in respect of investment; financial; tax; legal; or any other form of advice. You should not rely on these links to make, or refrain from making, any investment decisions.

When you access these links you will leave the Sovereign Group website. For complete information on Sovereign’s policy regarding third-party websites, please refer to our privacy policy.

 

Malta QROPS – The Kemmuna Retirement Benefit Scheme

  • The Kemmuna Retirement Benefit Scheme – Information Sheet – Download
  • The Kemmuna Retirement Benefit Scheme – Fee Schedule – Download
  • The Kemmuna Retirement Benefit Scheme – Scheme Particulars – Download
  • The Kemmuna Retirement Benefit Scheme – Application Form – Download
  • The Kemmuna Retirement Benefit Scheme – Benefit Election Form – Download
  • The Kemmuna Retirement Benefit Scheme – Additional Contributions Form – Download
  • The Kemmuna Retirement Benefit Scheme – Brochure – Download

A copy of the scheme rules is available on request by emailing maltapensions@sovereigngroup.com.

Kemmuna HMRC Forms

 

Investment Provider Application Forms – Kemmuna

  • Old Mutual International (Ireland) – Download
  • Old Mutual International Starting or adding to your Old Mutual International Executive Redemption Bond – Download
  • FPI (UAE) – Download
  • FPI Top Up – Download