Originally sent 25 October 2018
Curtis Banks refreshes SIPP due diligence guide
We are pleased to share with you our updated SIPP due diligence guide following the release of our strong 2018 interim financial results.
The Curtis Banks Group due diligence guide’s purpose is to provide advisers with concrete information on Curtis Banks which will allow you to recommend a SIPP provider with confidence to your customers. The guide contains a group overview, evidence of our financial stability and details of our sales structure as well as contact details of our sales experts.
The updates to our due diligence guide are the last before the Curtis Banks Group launches a new SIPP at the end of 2018. The new SIPP will capitalise upon the best components within our Group and will replace the majority of existing products for new business.
Click here to view and download the Curtis Banks Group due diligence guide.