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FDG Alternative Investment Portfolio

SIPPs 

In the ever changing environment of pension legislation establishing the right pension vehicle to ensure your clients have the flexibility and options they require is a complex task. At FDG-AIP we understand that not all IFA’s wish to get involved in this area, or indeed possess the right qualifications and expertise. 

We are delighted therefore to have been able to partner with a leading SIPP packager to bring a complete advisory and client focussed SIPP service for your use. Building on their numerous years experience in the IFA industry, they have bespoke arrangements and strong working relationships with leading UK Trustees, which in turn allows them to provide an excellent level of service and competitive fees to their customers. 

Our Partner also offers a full product SIPP approval service during fund construction. Many alternative investment offerings and vehicles need to obtain formal approval from open market SIPP Trustees to ensure a deliverable investment solution. By completing the right consultations, process, due diligence,  design and implementation you can be assured that you will be able to promote your fund/investment to the SIPP market with complete confidence. 

To discuss your requirements, please call us free on 0800 2985411, or to find out more click here......... 

 

 

Photo courtesy of Brian Liao, licensed Creative Commons Generic 2

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FDG Alternative Investment Portfolio - TERMS OF USE

(Please note we DO NOT deal with investors directly)

The information contained on this website in whatever form (written, video or audio) if accessed in the United Kingdom must only be by "authorised or exempt persons", as outlined in Part II of the Financial Services and Markets Act 2000 ("FSMA"), and to persons having professional experience in matters relating to investments. It should be noted that the Funds or Investments may only be promoted by authorised persons in the United Kingdom under certain provisions of the FSMA. Details of the Restrictions on Promotion can be found under sections 21 & 238 of the FSMA, the FSMA (Financial Promotion) Order 2001, and in the FSA Handbook - COBS 4.12 - Permitted promotion of unregulated collective investment schemes (UCIS).Anyone accessing this website who does not fall within a qualifying category or who is uncertain of their status as to qualification should not accept any information contained in the website as an inducement or offer to invest in any of the products displayed, nor should it be construed as tax or legal advice. For the avoidance of doubt the information on this website does not amount to an invitation or inducement to buy or sell an investment nor does it solicit any such offer or invitation in any jurisdiction whatsoever.

For those who are qualified it must be pointed out that, as with any investment, investing in a GDVC or an UCIS carries a degree of risk. Prospective investors and their appointed representatives should make their own due diligence enquiries prior to making a decision to invest as well as seeking the advice of appropriate professionals (for example an Independent Financial Adviser, Accountant or Solicitor). There is no guarantee that any scheme will achieve its investment objective and past performance should not be used as a guide to future returns. FDG Alternative Investment Portfolio (a trading name for FDG International Property LLP) makes no recommendation on any of the products displayed. If you are in any doubt as to the suitability of anything contained within this website you should seek independent financial advice from a suitably qualified professional.

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