Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

As a SIPP provider do we need to report on underlying investments?

April 26, 2017investments Provider report SIPP underlying

0

Posted

As a SIPP provider do we need to report on underlying investments?

1 Answer

0

Posted

The focus for PSD reporting is on the product provider not the asset manager nor any other ancillary or intermediary. If you are the provider of the underlying investment, you will need to include it in your PSD report under the relevant product type.