Terms & Conditions of use

The investments, pensions and life assurance arrangements referred to and available on this website may not be suitable for all investors. Sterling Financial Services offer a variety of services.  We are available to provide full financial planning advice and recommendations if required. Nothing on this website should be construed as investment, tax or general financial advice. Potential investors are reminded that they should consider independent financial advice before entering into a life assurance, investment or pension arrangement.  The information on this website relating to investments, pensions and life assurance is directed at United Kingdom residents only.


For online transactions Sterling Financial Services will act purely on your full and complete instructions and you will determine the appropriateness of the transaction/s.  As Sterling Financial Service will only be acting on your full and complete instructions a suitability letter will not be provided.


The value of an investment may go down as well as up and an investor may not get back the full amount invested. Please note that past performance is no guide to future performance. An investment into funds or via the SIPP arrangement may only be made on the basis of the information set out in the terms and conditions provided by Standard Life Savings Limited. Any material available is directed only at persons in the UK.  Opinions expressed on this website represent the views of Sterling Financial Services Limited at the time of publication, these are subject to change, and should not be interpreted as investment advice.

Sterling Financial Services Limited is authorised and regulated in the UK by the Financial Services Authority with a Firm Reference Number of 413915. Details of our registration can be checked on the FSA's website at www.fsa.gov.uk. The address of the FSA is 25 The North Colonnade, Canary Wharf, London E14 5HS. Registered office: 8 Angel Court London EC2R 7HP. Registered in England & Wales under No. 4047196.

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Data Protection Statement

The information you have provided is subject to the Data Protection Act 1998. Your specific consent is necessary for us to process your personal data in order to provide advice, administration and management. By sending this form you will give your consent to us or any person acting for us (including employees, representatives and third party contractors) processing that information, either manually or electronically. You will be giving us consent to send an email to you each month explaining the progress of the investment managers we recommend. This email may from time to time include details of other services we provide.

If you later wish us to stop processing your personal data, or cease contacting you for marketing purposes, please contact The Data Protection Officer, Sterling House, 10 Wheatcroft Business, Landmere Lane, Edwalton, Nottingham NG12 4DG. or by telephone on 0115 984 9800. You have a right of access to the information we hold about you..

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Identity Verification Procedure

To comply with the Money Laundering Regulations 2007, we will verify your identity and the identity of any third party transferring money into your account by carrying out a check with a reference agency.  The agency will verify your identity or the identity of the third party against public records.  The agency will also check whether a credit history exists, but will not provide any information of any credit or borrowings that there may be.  The agency will add a note to your credit file showing that an identity verification check has been completed.

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Your information

Title
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Your National Insurance number
Your date of birth
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Contribution information

Net single member contribution

Deposit amount

Gross single employer contribution

Deposit amount

Net single member contribution

Deposit amount
Frequency
Starting

Gross single employer contribution

Deposit amount
Frequency
Starting
Existing Provider
Plan Number
Approximate amount
(Non-protected rights)
£
Approximate amount
(Protected rights)
£

Death Benefits

I accept that this nomination is only an expression of my wishes and I understand that whilst the Trustee/Adminstrator will pay due consideration to these wishes, they have absolute discretion as to the beneficiaries and the proportion of benefit paid to each beneficiary
Beneficiary 1 Name
Beneficiary 1 Date of Birth
Beneficiary 1 Relationship
Beneficiary 1 Proportion
%
Beneficiary 1 Full Address
Beneficiary 2 Name
Beneficiary 2 Date of Birth
Beneficiary 2 Relationship
Beneficiary 2 Proportion
%
Beneficiary 2 Full Address
Beneficiary 3 Name
Beneficiary 3 Date of Birth
Beneficiary 3 Relationship
Beneficiary 3 Proportion
%
Beneficiary 3 Full Address
If you are survived by a spouse or UK registered civil partner, an income must be provided from any protected rights fund. If you do not have or do not anticipate having a spouse or UK registered civil partner, please indicate below how any lump sum benefits should be paid.
Beneficiary 1 Name
Beneficiary 1 Date of Birth
Beneficiary 1 Relationship
Beneficiary 1 Proportion
%
Beneficiary 1 Full Address
Beneficiary 2 Name
Beneficiary 2 Date of Birth
Beneficiary 2 Relationship
Beneficiary 2 Proportion
%
Beneficiary 2 Full Address
Beneficiary 3 Name
Beneficiary 3 Date of Birth
Beneficiary 3 Relationship
Beneficiary 3 Proportion
%
Beneficiary 3 Full Address

Minimum Contributions

The minimum amount required to open an online account with Sterling is a combined total of £10,000. This can be made up from new or transferred money into a Pension, ISA or the investment account. It is also a combined total for husband and wife.

Once the minimum balance requirement has been met, monthly payments can be set up on direct debit from as little as £50 per month for all accounts and ad hoc payments from £500

Reporting

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By post

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Terms & Conditions

Data Protection Statement

Identity Verification Procedure

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