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How to Fill Out the Financial Adviser Stamp Form
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Click ‘Get Form’ to open it in the editor.
Begin with Part 1, where you will enter your personal details. Use BLOCK CAPITALS and ensure all fields are filled out completely to avoid delays.
In the Investment Instructions section, specify your fund choices. Remember, you can select a minimum of 1% in any one fund, up to a maximum of 10 funds.
Complete the Benefits Payable on Death section by suggesting beneficiaries under Option 1 and Option 2 as applicable. This is crucial for ensuring your wishes are known.
Proceed to Part 2 for Transfer Payments. Fill in the transferring scheme details accurately, including amounts and provider information.
Finally, review all sections for completeness and sign where required before submitting your application.
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