About Us
What we do
Our History
Group of Companies
Meet the Team
Job Opportunities
Sovereign Offices
Contact Us
The Sovereign Art Foundation
The Sovereign Art Foundation Gallery
Services
Corporate Services arrow
Corporate Services
Domiciliary Services
Director Services
Opening an offshore bank account
Accounting and Payroll Services
Insurance Services
Occupational Pensions and Savings
Company Secretary/Resident Agent Services
Property, Immigration and Relocation Services
Jurisdictions
More about Corporate Services
Private Client arrow
Trust and Trustee Services
Residency and Citizenship
Tax advisory services
Foreign Property Ownership
Foundations
Pensions and Retirement Planning
Wealth Management
Insurance Services
Sovereign Marine Services
Aircraft Registration and Management
More about Private Client
Retirement Planning arrow
Personal Pensions
Occupational Pensions and Savings
Retirement Planning Contacts
Product Forms
Pension Administration Locations
More about Retirement Planning
Corporate Services
Private Client
Retirement Planning
Jurisdictions
Asia
Africa
Caribbean
Europe
Middle East
Resources
News and Blogs
Events
Sovereign Report
Webinars and Videos
Sovereign Stories
Downloads
Archive
Contact Us
Get in Touch

If you have any questions, feel free to let us know. Our specialists will get back to you within 24 hours.

Contact us
Contact Us
Finding nearest address...
International Information
What are you looking for?
Clear Filter
Looking for...
Focusing on...
Choose one or multiple jurisdictions
Facebook
Instagram
Linkedin
Twitter
Youtube
weChat
Home / Locations / Pre-Sale Employer Questionnaire
A. Company Information
Address(Required)
B. Objectives
To establish a new retirement savings plan?(Required)
To transfer the management of an existing plan?(Required)
C. Prospective Membership
Does the Company anticipate any significant expansion in its workforce in the next three years?
D. Funding and Contributions
Annual employer contribution
Annual employee contribution
Are employee contributions voluntary?
Contribution frequency
E. Investment
Preferred investment currency
Does the employer wish to nominate a specific investment manager and/or platform?
OR
Does the employer wish for Sovereign to nominate and appoint a specific investment manager and/or platform?
F. Plan Benefits
Will the plan have a normal retirement age (NRA)?
Plan benefits - The plan will be used to
Vesting period
An entitlement to the accrued value of any employer contributions (at the time specified above) will only arise in the event of the employee having completed
years of service with the Company.
G. Fees
Fees will be paid by the
Trustee fees will be charged on the following basis

Get in Touch

Please contact us if you have any questions or queries and your local representative will be in touch with you as soon as possible.