SIPP Dealing / Personal / Services / Selftrade

SIPP Dealing account

Special offers from some of our trustee partners

Choose your preferred pension Trustee/Administrator – or take advantage of our specially negotiated rates with some of our partners

European Pension Management Limited

European Pensions Management Ltd (EPML), provides an HM Revenue & Customs approved SIPP Scheme and acts as SIPP Scheme Trustee and Administrator. Clients of Selftrade can take advantage of their services at the following competitive rates and there are no additional SIPP administration charges for recording investment transactions in the Selftrade SIPP dealing account:

The EPML offer

SIPP Name	Description	Annual Charge
EPM Starter SIPP	Accepts contributions of up to £3,600 gross per annum. Maximum fund value is £15,000 when the EPM Starter SIPP is automatically upgraded to the EPM Global Investment SIPP. Investment choice open to all tradable assets available on the Selftrade SIPP Dealing Account.	£75 + VAT per annum from first anniversary
EPM Funds SIPP	Accepts contributions and pension transfers. Investment choice restricted to Unit Trusts and OEICs traded on the Selftrade SIPP Dealing Account which pay a trail commission.	No annual charge, EPM shares investment trail commission with Selftrade
EPM Global Investment SIPP	Accepts contributions and pension transfers. Investment choice open to all tradable assets available on the Selftrade SIPP Dealing Account.	£170 + VAT per annum after first anniversary
EPM SIPP Tideway DFM services	Accepts contributions and pension transfers and compatible with IFA servicing. Investment choice open to all tradable assets available on the Selftrade SIPP Dealing Account. SIPP offered in conjuction with Tideway Investment Partners who provide a Discretionary Fund Management service to the SIPP member. Please contact Tideway on 020 3178 5982 for more information.	£200 + VAT per annum after first anniversary
EPM SIPP4Kids	Accepts contributions and pension transfers. Investment choice open to all tradable assets available on the Selftrade SIPP Dealing Account.	£ 50 + VAT
A Family Group discount of 25% off the Annual Charge is available when three or more family members have an active SIPP with EPM.

Please refer to the EPM SIPP Supplementary Charges Schedule for a list of all charges that may apply.

Sippdealxtra

Sippdealxtra is a division of A J Bell Management Limited, part of the A J Bell Group. A J Bell Group is one of the largest SIPP administrators in the UK, renowned for an innovative, cost effective and transparent approach to pension provision. Clients of Selftrade can take advantage of Sippdealxtra’s great value SIPP administration service, this also giving access to a range of unique online retirement planning tools. There is also an online Cash Movement facility allowing you to control the transfer of cash funds between Sippdealxtra and Selftrade. You have access to the full range of investments available on Selftrade’s award winning dealing platform.

The Sippdealxtra offer

SIPP administration charges
Establishment charge	Nil
Transfer in of another approved pension scheme	£60 per transfer
Quarterly administration charge (payable in arrears)
Fund value	Charge
Nil to £25,000	£25
£25,000 to £50,000	£35
£50,000 and above	£45
Transaction charge
Buy/Sell investment	Nil

Market data

Name	Latest	Var
FTSE 100	5,350.05(c)	+1.59%
FTSE 250	10,472.48(c)	+0.93%
DOW INDUSTRIALS	12,529.75(c)	+0.27%
HONG KONG HANG SENG INDIC	18,666.40	+0.00%
Nikkei 225	8,577.71	+0.17%

Name	Latest	Var
RANDGOLD RES.	5,170.00(c)	+8.00%
VEDANTA	999.50(c)	+5.04%
PRUDENTIAL	686.00(c)	+3.39%
BP	407.00(c)	+3.33%
BG GROUP	1,269.00(c)	+3.21%

Name	Latest	Var
REXAM	393.90(c)	-1.33%
ABDN.ASSET.MAN.	238.40(c)	-1.20%
IMI	894.00(c)	-1.16%
HARGREAVES LANS	466.10(c)	-0.68%
EVRAZ	308.70(c)	-0.61%

Buys

Name	Latest	Var
AVIVA	268.00(c)	+1.55%
BP	407.00(c)	+3.33%
TESCO	308.25(c)	+1.20%
LLOYDS GRP.	26.91(c)	+1.49%
VODAFONE GRP.	171.70(c)	+1.24%

Sells

Name	Latest	Var
BPC	6.91(c)	-7.25%
LLOYDS GRP.	26.91(c)	+1.49%
WEST AFRIC MIN	65.75(c)	-3.66%
GULF KEYSTONE	202.00(c)	+2.02%
ROYAL BANK SCOT	21.44(c)	+1.90%

Account applications

Dealing account and ISA

CFDs and Spread Betting

Other Investment Accounts and Transfers

It is not possible to apply online for a Child Trust Fund, Investment Club, a Company, Joint, Designated or a SIPP Dealing account. You can download the application forms from the Forms section. If you are looking to transfer an account from another broker, you will also find the appropriate form in this section.

Important Information

Before applying for an account, please ensure you read and understand the Investment Risk Warnings and other important information.

If you are applying for a Selftrade CFD or Selftrade Spread Betting account, provided in association with City Index, please ensure you understand the risks before you open an account and trade, by reading the Terms and Policies and Risk Warning Notices and by completing an appropriateness assessment as part of your account application.

As margined products, which afford substantial leverage, CFD trading and spread betting involve above average risk to your capital. It is possible to quickly lose more money than your initial deposit and you may be required to make further deposits at short notice.

Need more information?
Visit our service pages for more details on the accounts we offer.