Isle of Man 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.

Isle Of Man QROPS – The Aegean Personal Pension Plan

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

 

HMRC Forms

 

Friends Provident – Forms

  • Friends Provident Trustee Application form – Download

 

Generali – Forms

  • Generali Application form – Download

 

RL 360 – Forms

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

 

Old Mutual International Isle of Man Ltd

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