SIPP Literature
Before you invest, please ensure you have read and understood the Chelsea SIPP, in association with Cofunds Key Features, Terms & Conditions and the Platform Key Features.
Click here for a list of funds available at 0% initial charge - there are over 1,600 funds across a wide range of sectors.
Client Declaration Form - please complete this form and return it to Chelsea Financial Services at St James Hall, Moore Park Road, London SW6 2JS.
Chelsea SIPP Fund Choice Instruction Form - this form also needs to be completed to inform us of your fund choice.
Click here for details of the Chelsea Easy Retirement Portfolios which are four risk rated portfolios, similar to the Chelsea EasyISAs which are carefully selected by the Chelsea Research Team. For those of you approaching retirement you may wish to consider the Cautious Portfolio which has fixed interest and multi-asset funds in a bid to preserve capital. There is also a Balanced Portfolio as well an Aggressive option. For those of you who have a while until retirement and are happy to endure short term volatility to achieve gains over the longer term there is a High Alpha portfolio.
Chelsea Financial Services plc is authorised and regulated by the Financial Services Authority and offers an execution-only service. We give no individual investment advice and act only on instructions received. For further information, please read our Terms and Conditions and the important notice below.
Important Notice
Past performance is not necessarily a guide to the future. The value of investments and the income from them can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. All products purchased through Chelsea Financial Services should be regarded as medium to long-term investments. Chelsea Financial Services offers an execution-only service. If you require investment advice you should contact an expert adviser. Tax assumptions are subject to statutory change and the value of tax relief (if any) will depend upon your individual circumstances.
The information on this site is intended solely for the use of those people who are United Kingdom residents for tax and investment purposes. It is not for distribution in any other jurisdiction, including the United States of America. Anyone who is not a UK resident should not continue with this site unless wishing to read about personal finances available to UK residents for informational purposes only.
© 2011 Chelsea Financial Services plc All Rights Reserved. Comments about this site to info@chelseafs.co.uk
