Documents

Yorsass Fee Schedule 2025

Existing Member , Property Purchase , Taking Benefits , Fees , New business (New Scheme) , New business (Scheme takeover) , Loan Back
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SSAS Review Service

Information Guides
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SSAS v SIPP Comparison

Information Guides
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Yorssas Takeover

New business (Scheme takeover)
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Yorssas Scheme Questionnaire

New business (New Scheme)
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Yorssas Member Questionnaire

New business (New Scheme) , New business (Scheme takeover) , New SSAS Member
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Yorssas Identify Verification

New business (New Scheme) , New business (Scheme takeover) , New SSAS Member
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Yorssas Corporate Identity Form

New business (New Scheme) , New business (Scheme takeover)
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Yorssas Transfer In Form

Existing Member , New business (New Scheme) , New SSAS Member
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Principal Employer Resolution

New business (New Scheme)
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Yorssas Loan Application

New business (New Scheme) , New business (Scheme takeover) , Loan Back
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Yorssas Expression of Wish

Existing Member , New business (New Scheme) , New business (Scheme takeover) , New SSAS Member
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Yorssas Property Purchase Questionnaire

Property Purchase , New business (New Scheme) , New business (Scheme takeover)
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Yorssas Benefits Payment Form

Taking Benefits , New business (New Scheme) , New business (Scheme takeover) , New SSAS Member
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Guide for Distributors inc Fair Value Assessment

Information Guides , Consumer Duty
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Target Market

Consumer Duty
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Complaint Handling

IFA Hub , Consumer Duty
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Data Consent

Existing Member
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