You have been directed to this page as you are enquiring about Westerby products and services

Enquiry Form

Suitability Questions

Please answer the following four questions to confirm that our product suits you. If you receive a warning message, you can still contact us to discuss your individual circumstances.

Is your transfer value £40,000 or above?YesNo

Unfortunately, you do not meet our minimum requirements.

Do you wish to invest in FX Trading, CFDs, Futures or Option?YesNo

Unfortunately, you do not meet our minimum requirements.

Are you a UK Resident?YesNo

Unfortunately, you do not meet our minimum requirements.

Are you over 18?YesNo

You may not meet our minimum requirement. Our product may not be suitable for you.

Type of product: *SOLO SIPP

First name *

Last name *

Email *

Telephone number *

Age

Employment status: *EmployedUnemployedSelf-Employed

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 the adviser

Name of the 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 *SharesETFsBonds

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.

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