Investment restrictions

Please be aware that due to the nature of a SIPP there may be restrictions on the types of investments you can hold. Your SIPP Provider will usually restrict or limit the types of investments or particular stocks permitted under your SIPP scheme and will notify you of such restrictions or limitations. Those investments that are deemed permissible by your SIPP Provider, under your SIPP scheme, are known as “Permitted Investments”.

Where relevant your SIPP Provider, or your financial adviser, will notify you of the list of investments you may hold, buy, sell or transfer within your Account. It is your responsibility to familiarise yourself with the Permitted Investments and any applicable prohibited investments and consider them before making any investment decision.

If you are in any doubt about whether what you want to invest in is a Permitted Investment please contact your SIPP Provider before placing an order with us.

‘Stocktrade’ is a brand name of Alliance Trust Savings Limited and is registered in Scotland No. SC 98767, registered office, PO Box 164, 8 West Marketgait, Dundee DD1 9YP; is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, firm reference number: 116115. Stocktrade gives no financial or investment advice. Calls may be recorded for training and monitoring purposes.