Isle Of Man QROPS Lite

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.

Isle Of Man QROPS – The Aegean Lite Personal Pension Plan

  • The Aegean Lite Personal Pension Plan Information Sheet – Download
  • The Aegean Lite Personal Pension Plan Application Form – Download
  • The Aegean Lite benefit election form – Download
  • Top-up Pension Application Form – Download
  • The Aegean Lite PPS – Fee Schedule – Download
  • Scheme Particulars – Download

 

HMRC Forms

 

Friends Provident – Forms

  • Friends Provident Application form – Download

 

Generali – Forms

  • Generali Application form – Download
  • Generali Application Booklet – Choice – Download

 

RL 360 Lite – Forms

  • RL 360 Oracle Lite Application form – Download
  • RL 360 PIMS Lite Application form – Download
  • Agean Lite RL360 Beneficiary Access Form – Download

 

Old Mutual International Isle of Man Ltd (Lite)

  • Starting or adding to your Old Mutual International Isle of Man Ltd bond QROPS QNUPS Lite – Download
  • Starting or adding to your Old Mutual International Isle of Man Limited-Singapore Branch bond QROPS QNUPS Lite – Download
  • Starting or adding to your Old Mutual International Ireland Limited bond QROPS QNUPS Lite – Download
  • Old Mutual International Taxation Information and Self-Certification for Entity Investors Lite 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


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