Malta 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.

Malta QROPS – The Centaurus Lite Retirement Benefit Scheme

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

 

HMRC Forms

 

Old Mutual International Lite

  • Old Mutual International Pre-populated Bond Lite Application Form – Download
  • Old Mutual International – Singapore Branch Lite 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 Limited (Lite)

  • Old Mutual International Ireland Limited Lite Application Form – Download

 

RL 360 Lite- Forms

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

 

Friends Provident Lite- Forms

  • Friends Provident Pension Trustee Application Form – Download
  • Friends Provident Pension Trustee Application Form (Singapore) – Download

 

Hansard – Forms

  • Hansard – The Centaurus Lite Retirement Benefit Scheme – Download

 

Generali Form

  • Generali Application Booklet – Choice – Download


Share this story


Follow us

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