To open a SIPP dealing account with Pilling & Co, simply complete the SIPP Application Form. If you are not an existing client of Pilling & Co, you will also need to provide verification of identity documentation, details of which are on the application form. For existing clients the firm may conduct an online identity verification check.
If you are setting up a Pilling SIPP administered by AJ Bell Investcentre, you will also be required to complete an Investcentre Application Form. We will send you the form along with the necessary transfer forms if you have indicated you will be transferring into your SIPP from existing pension provider(s).
Please call us with any questions on 0161 832 6581 between 8.00am and 5.15pm on any business day when there is always someone here to help you.