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DFM Platform SIPP

Contributed by SIPP Specialists Limited
02 December, 2013


DFM Platform SIPP does exactly what it says on the tin. It offers a choice of Discretionary Managed Funds at competitive transparent fee levels.

The DFM Platform SIPP provides access to a choice of Discretionary Managed Strategies on the Praemium Platform. Their Dynamic Modelling technology allows you to provide robust and consistent management and give your clients a more enriched investment experience.

SIPP Specialists DFM Platform SIPP offers the following features:

  • A choice of funds and strategies across a number of investment options
  • For funds of £80,000 and above
  • One simple transparent charge covering SIPP, platform and fund charges
  • Fee can include adviser fee
  • No hidden fees or charges
  • Online Application Form
  • Online access for up to date valuations
  • Free online illustration
  • Excellent support from our team of experienced administrators

The fee structure for this SIPP is:

  • Set Up Fee £NIL
  • Annual Fee 0.25% plus VAT (included in total AMC)
  • Transfer in Fee £ NIL
  • Contribution Fee £ NIL
  • Online illustration Fee £ NIL

NB. SIPP Annual Fee will be capped at £400 plus VAT (£480 inc VAT)

This means that for funds in excess of £160,000 the SIPP Fee falls below 0.25%

DFM Platform SIPP Investment Strategies

OPTION 1OPTION 2OPTION 3OPTION 4
DFMMorningstar OBSRSmart Investment ManagementMorningstar OBSRSmart Investment Management
PortfolioPassiveSMS PassiveActive/PassiveSMS Growth
Number of funds in model12-147-1321-2711-20
SIPP charge (inc VAT)0.3%0.3%0.3%0.3%
Platform charge0.35%0.35%0.35%0.35%
Fund Charge (Inc VAT)0.24%0.18%0.36%0.30%
Total AMC0.89%0.83%1.01%0.95%

Advisor Fees can be added with client agreement

To learn more visit www.sippspecialists.co.im e-mail consultants@sippspecialists.com


Illustrations for DFM PLATFORM SIPP

These are now mandatory when setting up a new SIPP for a client. We can provide this in two ways:

  • Complete the illustration for you at a fee of £100 plus vat
  • You can complete the illustration online FREE for your client

Please contact us on 0151 328 0584 to discuss your options

Please note that no SIPP Application will be processed without an illustration


Oaklands Park, Hooton Road, Hooton, South Wirral, CH66 7NZ
Tel: 0151 328 0594 Fax: 0151 328 0707 www.sippspecialists.co.uk

SIPP Specialists Limited - Registered in England and Wales Registered No 4845017
Registered office: Montrose House, Clayhill Park Neston CH64 3RU





 


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