Group Flexible Retirement Plan to Group Self Invested Personal Pension

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1 Group Flexible Retirement Plan to Group Self Invested Personal Pension Switch form Using this form When we refer to Standard Life we mean Standard Life Assurance Limited You should use this form to switch from a Group Flexible Retirement Plan (GFRP) into a Group Self Invested Personal Pension Plan (GSIPP) Complete Part 2 if you wish to change the investment of your existing funds Complete Part 3 if you wish to change the investment of your ongoing regular payments If you are receiving advice from an adviser you should remember that the adviser is acting on your behalf not only by giving you advice, but also regarding the completion of the form GSIP If you invest in assets other than Standard Life Investment Policy (SLIP) funds a record will be set up for you in the SIPP bank account For details of charges, please see Charges Sheet (GSIP20) Part 1 Planholder s details Title (Mr/Mrs/Miss/Ms/Other eg Dr/Rev) Date of birth (DD/MM/YYYY) How regular investments under a GSIPP work (NEP13) Surname First Name(s) (in full) (Group) Flexible Retirement Plan Number Group Number (If known) National Insurance Number D J Part 2 Investment instructions for existing funds Under a GFRP your whole plan is invested in our insured pension funds (Under a GSIPP we call these funds Standard Life Investment Policy (SLIP) funds to distinguish them from all other types of funds in which a GSIPP can invest) Complete this section if you wish to switch some of your investment out of your existing SLIP funds into other types of investment Please confirm the percentage to be left invested in SLIP funds (give us details in Part 2e) Please confirm the percentage to be switched into the SIPP Bank Account (this amount should be enough to cover any fees or charges) Please confirm the percentage to be reinvested in mutual funds or other investments (give us details in Parts 2a to 2d) Total A European Union directive requires fund managers to produce a Key Investor Information Document (KIID) for most funds This document sets out key information about the fund including the objectives and risks of the fund, what it invests in and its charges It is important that you read the KIID before selecting the fund If you want to change the investment of your ongoing regular payments please complete Part 3 Although instructions are expressed as a percentage, these will be converted to flat amounts for all mutual funds or other investments These flat amounts will continue to even if you increase your regular payments The additional payment will remain in the SIPP Bank Account until you give us fresh investment instructions Group Flexible Retirement Plan to Group Self Invested Personal Pension 01/08

2 Part 2a FundZone mutual funds For income funds do you wish the income to be paid into the SIPP Bank Account? Yes No If No is selected, the income will be used to purchase additional units in the fund Citicode FundZone mutual funds (fund names) Proportion to Fund List FundZone (SLSIP5e) for information on the Please note that the citicode(s)/ fund code(s) and the FULL fund name(s) must be included in order for us to process your application If we do not have this information we may have to return your application Sub Total A Part 2b Mutual Funds from Standard Life (sigma mutual funds) Fund code Mutual funds from Standard Life (fund names) Proportion to Income funds (see margin note) For income funds cross the box in the last column of this table if you wish the income to be paid into the SIPP Bank Account Sub Total B Please ask your adviser for information about the 02/08 Group Flexible Retirement Plan to Group Self Invested Personal Pension

3 Part 2c Mutual funds from Fidelity FundsNetwork Mutual funds from Fidelity FundsNetwork (fund names) Proportion to Income funds (see margin note) Please note that the FULL fund name(s) must be included in order for us to process your application If we do not have this information we may have to return your application INCOME FUNDS For income funds cross the box in the last column of this table if you wish the income to be paid into the SIPP Bank Account Sub Total C Part 2d Other Investments Please use this section to list the provider, fund name, type of shares (accumulation or income), commission and amount Other Investments (provider, fund name and type of shares) Proportion to Your Financial Adviser must obtain an application form from the other provider for Standard Life to sign There may be a requirement to check acceptability of assets before investment can be made Please ensure that the total of all the percentages in A, B, C & D matches the percentage you have requested us to reinvest in mutual funds or other investments at the start of Part 2 Sub Total D Part 2e Standard Life Investment Policy Funds Fund code Fund Name (in full) Proportion to Fund List SLIP Pension Funds (SLSIP5g) for information on the Please ensure the total figure matches the percentage you have requested to in SLIP funds at the start of Part 2 Sub Total E Group Flexible Retirement Plan to Group Self Invested Personal Pension 03/08

4 Part 3 Investment instructions for ongoing regular payments This section should be used if you wish to change the investment of your ongoing regular payments You can invest in: Section A FundZone Mutual Funds Section B Mutual Funds from Standard Life (sigma mutual funds) Section C Mutual Funds from Fidelity FundsNetwork Section D Other Investments Section E Standard Life Investment Policy Funds The investments described in A, B, C & D will be made via the SIPP bank account Percentage of regular payments to be directed into the SIPP bank account (Section A, B, C & D, plus any money to be left in the SIPP bank account) Percentage to in SLIP funds (Section E) If you want to change the investment of your existing funds please complete Part 2 Although instructions are expressed as a percentage, these will be converted to flat amounts for all mutual funds or other investments These flat amounts will continue to even if you increase your regular payments The additional payment will remain in the SIPP Bank Account until you give us fresh investment instructions Total A European Union directive requires fund managers to produce a Key Investor Information Document (KIID) for most funds This document sets out key information about the fund including the objectives and risks of the fund, what it invests in and its charges It is important that you read the KIID before selecting the fund Part 3a FundZone mutual funds For income funds do you wish the income to be paid into the SIPP Bank Account? Yes No If No is selected, the income will be used to purchase additional units in the fund Citicode FundZone mutual funds (fund names) Proportion to Fund List FundZone (SLSIP5e) for information on the Please note that the citicode(s)/ fund code(s) and the FULL name(s) must be included in order for us to process your application If we do not have this information we may have to return your application Sub Total A 04/08 Group Flexible Retirement Plan to Group Self Invested Personal Pension

5 Part 3b Mutual Funds from Standard Life (sigma mutual funds) Fund code Mutual funds from Standard Life (fund names) Proportion to Income funds (see margin note) For income funds, cross the box in the last column of this table if you wish the income to be paid into the SIPP Bank Account Please ask your adviser for information about the Sub Total B Part 3c Mutual Funds from Fidelity FundsNetwork Mutual funds from Fidelity FundsNetwork (fund names) Proportion to Sub Total C Income funds (see margin note) For income funds cross the box in the last column of this table if you wish the income to be paid into the SIPP Bank Account Part 3d Other Investments Please use this section to list the provider, fund name, type of shares (accumulation or income), commission and amount Other Investments (provider, fund name and type of shares) Proportion to Your Financial Adviser must obtain an application form from the other provider for Standard Life to sign There may be a requirement to check acceptability of assets before investment can be made Please ensure that the total of all the percentages in A, B, C & D plus any money to be left in the SIPP bank account, matches the percentage you directed us to pay into the SIPP bank account at the start of Part 3 Sub Total D Group Flexible Retirement Plan to Group Self Invested Personal Pension 05/08

6 Part 3e Standard Life Investment Policy Funds Fund code Fund Name (in full) Proportion to Fund List SLIP Pension Funds (SLSIP5g) for information on the Please ensure the total figure matches the percentage you have requested to in SLIP funds at the start of Part 3 Total Part 4 Execution Only Stockbroker 1 Do you wish to appoint the specially arranged Execution Only Stockbroker available through Standard Life? If yes, please go to question 2 If no, please go to Part 5 2 Do you want the Stockbroker to take deal instructions direct from you, or your adviser? If you selected me, would you like your adviser to receive copy correspondence and be able to view account details online? Please provide a contact telephone number for the Stockbrokers records Yes No Me Adviser Yes No An Execution Only Stockbroker carries out trades on your, or if you prefer, your adviser s instructions For details of the charges that apply to this service, please see our charges guide (GSIP20) If you/your adviser would like to use internet share dealing, please provide an Please provide the relevant address Part 5 Discretionary Investment Manager 1 We work with a range of Discretionary Investment Managers (DIM) Do you wish to appoint one? Yes No If Yes, please check with your adviser that the DIM that you want to use is available, and complete question 2 If No, please go to Part 6 2 DIM Name How much do you wish us to send? 06/08 Group Flexible Retirement Plan to Group Self Invested Personal Pension

7 Part 6 Authorising your adviser to give investment instructions on your behalf If you want your adviser to be able to give investment instructions to Standard Life on your behalf, sign and date this section I authorise Standard Life to provide information to, and accept instructions from the adviser intimated in Part 10 to buy or sell investments under my plan This authorisation will apply until Standard Life receives a written instruction from me changing or withdrawing my authorisation Signature Date (DD/MM/YYYY) If this section does not fit your requirements, please give us signed written instructions, and attach them to this form Part 7 Adviser fee If you are not paying your adviser a fee, please go to Part 9, or Part 8 if you are doing this on an Execution Only Basis You can only pay an adviser fee if the group scheme was established before 31 December 2012 and payment of such a fee is covered in an agreement made between your employer and the adviser before that date You can only complete this Part if you will have enough money available to pay your adviser a fee out of your Plan If you want to pay a One off fee, this is paid to your adviser as a one off up front payment 1 Please state the fees you authorise us to deduct from your plan, as payment to your adviser for their advice One off fee Regular fee If a yearly financial adviser fee applies to your group, it will be disclosed in your illustration and will be in addition to any fee you authorise us to pay in this section 2 If you have chosen to pay a Regular fee, in how many instalments do you want the yearly fee to be paid? Monthly Quarterly Yearly Other If other please specify 3 If you have chosen to pay a Regular fee, how long do you want to pay this fee for? For the lifetime of the plan Other (please specify term) Years Months 4 If you have chosen to pay a Regular fee when would you like the first payment collected? Date (DD/MM/YYYY) We ll pay the adviser s fees by cancelling units in your SLIP funds and by taking money from the SIPP bank account in proportion to the value of your investment in SLIP funds and other assets Part 8 Execution Only Declaration where no advice was given Please tick each of the following boxes to confirm that you agree with the corresponding statements We cannot process this application form unless you confirm that you agree with all of the following statements I am aware that Standard Life recommends that all customers should seek financial advice before switching to a SIPP I have chosen not to seek financial advice and confirm that Standard Life have not provided me with any financial advice regarding this product By not seeking advice, I am taking full responsibility for the suitability of this product for my needs, and will not hold Standard Life responsible for the suitability, or for any losses I may suffer as a result of my decision There is no guarantee that what I get back will be greater than what I would have received if I had remained in a Group Flexible Retirement Plan I have read the Key Features document (GSIP17) explaining the main features, benefits and risks of the GSIPP I have read How regular investments under a GSIPP work (NEP13), and the Charges Sheet (GSIP20), and understand the charges that apply to the GSIPP I agree to be bound by the SIPP Terms and Conditions (SLSIP62) I understand that I can access the Key Investor Information Documents (KIIDs) for my chosen funds (where available) from the standardlifecouk website or by calling Standard Life I confirm that the information I have given is true and correct to the best of my knowledge and belief Signature Date (DD/MM/YYYY) Group Flexible Retirement Plan to Group Self Invested Personal Pension 07/08

8 Part 9 Declaration I have read the Key Features document (GSIP17) explaining the main features, benefits and risks of the GSIPP I have read How regular investments under a GSIPP work (NEP13), and the Charges Sheet (GSIP20), and understand the charges that apply to the GSIPP I agree to be bound by the SIPP Terms and Conditions (SLSIP62) I understand that I can access the Key Investor Information Documents (KIIDs) for my chosen funds (where available) from the standardlifecouk website or by calling Standard Life Planholder s Signature Date (DD/MM/YYYY) Part 10 Financial adviser s details Intermediary Reference Number (maximum 25 characters) Name of contact Location Basis of sale Whole of Market Other If other please specify: Was advice given? Advice No Advice (eg Execution only) Money laundering Money laundering form completed and attached FSA or Authorisation number Standard Life Assurance Limited registered in Scotland (SC286833) is the provider and scheme administrator of the Standard Life Self Invested Personal Pension Scheme and Standard Life Trustee Company Limited, registered in Scotland (SC076046) is the trustee The registered office of each company is at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH Standard Life Assurance Limited is authorised and regulated by the Financial Services Authority Calls may be monitored and/or recorded to protect both you and us and help with our training Call charges will vary wwwstandardlifecouk GSIP Standard Life 08/08

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