Gibraltar QROPS

In light of the publication of the UK Finance Act (2017) any application forms or additional contributions forms submitted to us which involve a proposed transfer of UK Relevant Transfer Funds need to be accompanied by a formal indemnity to be signed by the applicant which can be found here. Please note that without this signed indemnity, we will not be able to process any transfer requests.

The Calpe Retirement Benefit Scheme (For Pensions with a value greater than £100,000) Gibraltar QROPS

Gibraltar QROPS – The Calpe Retirement Benefit Scheme

  • The Calpe Retirement Benefit Scheme Information Sheet – Download
  • The Calpe Retirement Benefit Scheme Application Form –  Download
  • Top-up Pension Application Form – Download
  • The Calpe RBS – Fee Schedule – Download
  • Scheme Particulars – Download
  • The Calpe Benefit Election Form – Download

 

HMRC Forms

 

Old Mutual International Ltd – Forms

  • How to complete an Old Mutual International Application Form – Download
  • Old Mutual International Pre-populated Bond Application Form – Download
  • Old Mutual International Managed capital Account Application Form – Download
  • Old Mutual International – Change of Financial Adviser – Download
  • Old Mutual International – Request to pay fees to your financial adviser and fund adviser – Download
  • Old Mutual International – Request to pay fees to your financial adviser and fund adviser (HK only) – Download

 

Old Mutual International Ireland Ltd – Forms & Information

  • Old Mutual International Ireland Ltd Application Form – Download
  • Old Mutual International Ireland Ltd Information – New Information sheet coming soon

 

Old Mutual International South Africa – Form

  • Old Mutual International Investment Portfolio South Africa – Download

 

Old Mutual International Singapore – Form

  • Old Mutual International Investment Portfolio Singapore – Download

 

RL 360 – Forms

  • RL 360 Oracle Pre-populated Bond Application Form – Download
  • RL 360 PIMS Application Form – Download
  • RL360 Beneficiary Access Form – Download

Friends Provident – Forms

  • Friends Provident Pension Trustee Application Form – Download
  • Friends Provident International Global Portfolio Application Form (Calpe) – Download

 

Generali International – Forms

  • Generali Worldwide Choice Applicant Booklet – Singapore (Calpe) – Download


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Sovereign Trust (Gibraltar) Limited
Tel: +350 200 76173