Bed & SIPP process

Bed & SIPP Process

This activity requires both portal instruction and a Freshdesk ticket to confirm your requirements – and where we will action and confirm when done.

1.    Key a top up instruction on the SIPP using the Add/Amend Contributions (using “electronic transfer” as the payment method) 

2.    If there is not Available Cash in the GIA then instruct Perform Raise:

3.    Raise a Freshdesk Ticket- 

Subject: Bed & SIPP- your firm name, Investor Name & both the SIPP and GIA Account IDs

Ticket Type: SIPP 

Ticket Subject: Contribution Query

Use the Description box to detail your instruction clearly.

We will respond on the ticket once actioned.

4.    If full amount is available and cleared, funds will be moved within 24 hours.

If Perform Raise has been instructed, sales will take place, and funds will be moved from GIA to SIPP once those sales have settled- usually c4 working days.

Investments will then take place on the SIPP as per the instructions provided in the Top Up.