Yorsipp seek to support a wide range of investment options that can be accessed by your clients. Since we have no affiliation to any life assurance firm, platform or fund management group we leave the choice of where to invest to you. As evidence of our intention to operate as a true partner, where your firm favours a particular supplier, we will seek to work in tandem with them wherever possible - e.g. by streamlining the application process.
We are happy to accept most investments in asset classes which the FCA deem to be "standard" investments.
On the property front we use our in house expertise to support various purchase methods - such as sale and leaseback, "bricks and mortar" contributions and split title/syndicated purchase.
We can also support certain "non-standard" investments such as unlisted share purchase and Exempt Property Unit Trusts (EPUTs) - subject to satisfactory due diligence checks on the proposed asset. For unlisted share purchases please complete the Unlisted Shares Questionnaire on the Literature page.
For full details of the FCA standard asset classifications please see our investment guide
If you have any queries on a particular investment please call us on 0141 772 3365.
From surveys to syndicates, rent to refurbishment, our property purchase guide will help guide you through the process. Including a helpful flow chart to outline the purchase process and a simple funding feasibility planner we are confident the guide should be of assistance.
Ready to go? Great, please complete our Property Purchase Questionnaire to get the ball rolling!
Property Purchase Guide
To access our Property Purchase Guide please click belowDownload Property Purchase Guide
Prestige SIPP Property Purchase Guide
To access our Prestige SIPP Property Purchase Guide please click belowPrestige SIPP Property Purchase Guide
SIPP Property Purchase Questionnaire
Please click below to access our SIPP Property Purchase Questionnaire. This helps us gather all the details we need to consider the purchase.
For property purchases under the Prestige Property SIPP, please compelte the property details in the Prestige Property SIPP application instead - you can find this on the Literature page.SIPP Property Purchase Questionnaire
SSAS Property Purchase Questionnaire
Please click below to access our SSAS Property Purchase Questionnaire. This helps us gather all the details we need to consider the purchase.SSAS Property Purchase Questionnaire