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 SIPPSSAS Single Standard Investment Account: Is your transfer value £40,000 or above?YesNo Unfortunately, you do not meet our minimum requirements. Multiple Standard Investment and/or Property: is your transfer value £75,000 or above?YesNo Unfortunately, you do not meet our minimum requirements. FULL SIPP with Non-Standard Assets: is your transfer value £90,000 or above?YesNo Unfortunately, you do not meet our minimum requirements. Multi Member SIPP: is your transfer value £75,000 or above for each member?YesNo Unfortunately, you do not meet our minimum requirements. Is your transfer value £75,000 or above?YesNo Unfortunately, you do not meet our minimum requirements. Age * First name * Last name * Email * Telephone number * Employment status: *EmployedUnemployedSelf-EmployedRetired UK resident: *YesNo Unfortunately, you do not meet our minimum requirements. How did you hear of Westerby? * Do you wish to transfer any existing pension arrangements? *YesNo Providers Name of provider * Transfer value * Type of policy * Does it have any guaranteed elements ? Is the transfer being advised? *YesNo Name of adviser Name of adviser company Do you wish to make any contributions? *YesNo Contributions: *EmployeeEmployer SingleRegular Gross annual contribution * Gross annual income * Do you have unused annual allowance? *YesNo Do you have lifetime allowance protection? *YesNo Proposed 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
