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DFM Platform SIPP

Contributed by SIPP Specialists Limited
03 June, 2014


This leaflet is for Financial and other Professional Advisers. Members of the general public should take independent financial advice

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.

The aim of this SIPP Structure is to provide a comprehensive SIPP and Investment structure, with a transparent and competitive single Annual Management Charge with a wide choice of DFM Strategies This can, where appropriate include the Adviser Fee. There are a number of online features and services supporting this proposition (see below):

SIPP Specialists DFM Platform SIPP offers the following features:

The fee structure for this SIPP is:

  • 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 New SIPP  illustration
  • Excellent support from our team of experienced administrators

The fee structure for this SIPP is:

  • Set Up Fee - £NIL
  • Annual Fee charge - 0.25% plus VAT (included in annual management
  • 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 £192,000 the SIPP Fee falls below 0.25%

Investment Options

NB.   SIPP Specialists and its associated companies are not regulated to give advice. None of the following information should be construed as advice or endorsement to use these products. The information has been provided by Praemium and the various fund Managers.

The funds offered may change from time to time.


DFM Platform SIPP Investment Strategies

 

OPTION 1

OPTION 2

OPTION 3

OPTION 4

DFM

Morningstar OBSR

Smart Investment Management

Morningstar OBSR

Smart Investment Management

Portfolio

Passive

SMS Passive

Active/Passive

SMS Growth

Number of funds in model

12-14

7-13

21-27

11-20

SIPP charge (inc VAT)

0.3%

0.3%

0.3%

0.3%

Platform charge

0.35%

0.35%

0.35%

0.35%

Fund Charge (Inc VAT)

0.24%

0.18%

0.36%

0.30%

Total AMC

0.89%

0.83%

1.01%

0.95%

 

Advisor Fees can be added with client agreement


If you would like to discuss this product, please do not hesitate to contact CHRIS WILLIAMS – email:   consultants@sippspecialists.com

Alternatively, visit: www.sippspecialists.co.uk

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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