Sippcentre offers financial advisers a fully flexible package for their clients investment portfolios, with three different ‘panel’ investment options and a range of ‘off panel’ investment opportunities which can be mixed and matched to suit your client’s individual needs.

Plus, there are no limits to how you use Sippcentre’s panel and off panel options, so you can choose to use a number of different investment partners for your clients investments.

For more information about the investment options that Sippcentre offers, then please read our investment options user guide.

Sippcentre offers three different ‘panel’ investment choices.

1. The Advisory option (SIPP, Investment ISA and Dealing Account)

	Allows you to invest in a SIPP, investment ISA (including Junior ISA) and dealing account using our own in-house fund and share dealing platform that offers a market leading 6,000 plus unit trusts and OEICs. Investment ISAs and dealing accounts can only be invested in using the Advisory option.
	More than 3,000 core funds of which 2,850 have no initial, dealing or switch charges.
	Dealing online in unit trusts and OEICs in the Advisory core fund range is FREE, while dealing online in any other investment opportunity available through Sippcentre’s Advisory option is just £9.95 per deal.
	Up to 3% initial commission on the purchase of unit trusts and OEICs and renewal commission of up to 0.5% per annum renewal is also available. (Or you can choose to rebate renewal commission into your client’s account.)
	Read our advisory option factsheet for more information.

The advisory option allows you to invest your client’s money in three different products, using Sippcentre’s own fund supermarket and in-house stock broking service provided by
A J Bell Securities, who are part of A J Bell.

You are able to buy/sell investments on behalf of your clients in either a SIPP, investment ISA (including Junior ISA) or dealing account. The table below summarises the enormous range of investment opportunities that the Sippcentre advisory option offers.

2. Investment partners and discretionary fund manager’s option

These options are only available for a SIPP.

Instead of using Sippcentre’s own fund supermarket to invest your client’s money, our investment partner and discretionary fund manager option allows you to use a range of selected investment partners or discretionary fund managers instead.

Other fund supermarkets	Website	Investment factsheet
Cofunds
Email: Sippcentre.enquiries@cofunds.co.uk	www.cofunds.co.uk
Skandia Investment Solutions
Email: info@skandia.co.uk	www.skandia.co.uk/fasite

Discretionary fund managers	Website	Investment factsheet
Ashcourt Rowan Asset Management
Email: ianhancock@ashcourtrowan.com	www.ashcourtrowan.com
Barclays Wealth Management
Email: sipadmin@barclayswealth.com	www.barclayswealth.com
Brewin Dolphin Securities
Email: peter.ryan@brewin.co.uk	www.brewindolphin.co.uk
Brooks Macdonald Asset Management
Email: info@bm-am.com	www.bm-am.com
Cazenove Capital Management
Email: nick.georgiadis@cazenovecapital.com	www.cazenovecapital.com
Close Asset Management
Email: enquiries@closeam.com	www.closeam.com
Collins Stewart Wealth Management
Email: AOgilvy-Stuart@collinsstewart.com	www.collinsstewartwealth.com
Deutsche Bank Private Wealth Management
Email: brokerdesk.dbpwm@db.com	www.dbpwm.co.uk
Investec Wealth & Investment
Email: angela.cruise@investecwin.co.uk	www.investecwin.co.uk
J M Finn
Email: stp@jmfinn.com	www.jmfinn.com
James Brearley & Sons
Email: alanp@jbrearley.co.uk	www.jbrearley.co.uk
Parmenion
Email: info@parmenion.co.uk	www.parmenion.co.uk
Pilling & Co
Email: stockbrokers@pilling.co.uk	www.pilling.co.uk
Quilter
Email: sipps@quilter.co.uk	www.quilter.co.uk
Rathbones
Email: ifaservices@rathbones.com	www.rathbones.com
Redmayne-Bentley
Email: info@redmayne.co.uk	www.redmayne.co.uk
Seven Investment Management
Email: ifa@7im.co.uk	www.7im.co.uk
Wells Capital Investment Solutions
Email: nick.frank@wellscapital-is.com	www.wellscapital-is.com
Williams De Broë
Email: info@wdebroe.com	www.wdebroe.com

3. Execution only option

These options are only available for a SIPP.

If your client’s prefer to deal in the investments held in their SIPP themselves, then the execution only option could be ideal for them.

Sippcentre has teamed up with Selftrade, one of the UK's largest execution only stockbrokers, to offer you a SIPP where Sippcentre administers your SIPP, but your client’s use Selftrade’s dealing platform to buy and sell the investments held within their SIPP.

To find out more about the execution only option available through Selftrade then please read their investment factsheet or contact Selftrade directly using.

Email: info@selftrade.co.uk

Web: www.selftrade.co.uk

4. Off panel option

These options are only available for a SIPP.

Sippcentre’s off panel option is available to your client’s SIPP and allows access to commercial property together with a range of other investment options.

If you choose to use the off panel option, then this will incur additional administration charges. These can be found in Sippcentre’s charges and rates.

The table below summarises the different SIPP investment opportunities that our panel and off panel options offer

Can we help you?

To register for Sippcentre (financial advisers only).

To contact Sippcentre’s adviser support team either

Telephone: 0845 83 99 060 (lines are open 9am to 5pm, Monday to Friday, except Bank Holidays).

Email: enquiry@sippcentre.co.uk