You have been directed to this page as you are enquiring about Westerby products and services Initial Enquiry Form Type of product: *SOLO SIPPFULL SIPPNSA SIPPGROUP SIPPSSASSingle Standard Investment Account: Is your transfer value £40,000 or above?YesNoYou may not meet our minimum requirement or our product may not be suitable for you.Multiple Standard Investment and/or Property: is your transfer value £75,000 or above?YesNoYou may not meet our minimum requirement or our product may not be suitable for you.FULL SIPP with Non-Standard Assets: is your transfer value £90,000 or above?YesNoYou may not meet our minimum requirement or our product may not be suitable for you.Multi Member SIPP: is your transfer value £75,000 or above for each member?YesNoYou may not meet our minimum requirement or our product may not be suitable for you.Is your transfer value £75,000 or above?YesNoYou may not meet our minimum requirement or our product may not be suitable for you.Age *First name *Last name *Email *Telephone number *Employment status: *EmployedUnemployedSelf-EmployedUK resident: *YesNoUnfortunately, you do not meet our minimum requirements. How did you hear of Westerby? *Do you wish to transfer any existing pension arrangements? *YesNoProvidersName of provider *Transfer value *Type of policy *Does it have any guaranteed elements ?Is the transfer being advised? *YesNoName of adviserName of adviser companyDo you wish to make any contributions? *YesNoContributions: *EmployeeEmployerSingleRegularGross annual contribution *Gross annual income *Do you have unused annual allowance? *YesNoDo you have lifetime allowance protection? *YesNoProposed investment type:Discretionary Fund ManagementGoldNon-Standard AssetPropertyShare DealingOther (Mention Below)Other Investment Type:Privacy policy and data protection notice: *I agree that the data I submit to this form will be processed in line with the data protection notice.Submit
