The Curtis Banks Group SIPP
The Group SIPP is specifically designed to provide a pooled investment fund for a group of individuals in an effective way. Typically these will be business professionals wanting to buy property, but it can be used for any situation where pension funds are pooled.
Download more information
The following are required to set up a Curtis Banks Group SIPP:
- Guidance Notes
PDF | 149KB - Key Features
PDF | 284KB - Application Form
PDF | 450KB
A trust deed is also required to set up a Group SIPP, please contact Curtis Banks PLC on (0117) 9107910 to arrange this.
- Administration systems are tailored to the operation of a single fund. There is a single bank account for collection of rents, payments of expenses etc, and borrowing can be arranged as a single loan, rather than individual loans.
- By pooling funds, individuals with modest pension funds can gain access to investments which might otherwise be unavailable to them.
- The charging structure is tailored to reflect the nature of the product, making it very cost-effective.
If the intention is to have a pooled SIPP fund, then it makes sense to choose a product which has been designed for this purpose, rather than using standard individual SIPPs.
The Downloads section of this website contains further information in the form of Guidance Notes, forms and case studies.