Managed Portfolio Service: SIPP or SSAS Account

To open a Managed Portfolio Service SIPP or SSAS Account, please complete the following forms and send them to Lauren Hurford at Canaccord Genuity Wealth Management, 41 Lothbury, London, EC2R 7AE.

SIPP & SSAS Application Form 

FATCA Form

Terms of Business and Service Agreement

Supplementary Terms of Business

Schedule of Charges


These documents are updated on a regular basis. Please visit this site to obtain the latest version of the documents you require.

Important Information

Investment means that your capital is at risk and the value of investments can fall, therefore you may get back less than you invested.Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain.