Can I set up a Standing Investment Instruction or Regular Investment Instruction?
Yes. Once an application has been generated online you can set up an SII for your client. Once submitted, all transfers and single contributions deposited into your client’s pension Trading Account will be automatically invested. The instruction remains in effect for future investments until you or your client advise us otherwise. You only have to submit this instruction once and it can be amended or stopped at any time, online. As well as an Standing Investment Instruction you can also set up an Regular Investment Instruction for your client after the application stage although this is not available online. To set up a Regular Investment Instruction please send in the form with the signed application form.
