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Information Forms

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Help & Guidance

Our information forms deal with the more common transactions or activities relating to SIPPs and SSASs and are designed to collect all of the main facts relating to those transactions. These forms should be completed in full, and be signed before returning them to Odyssey.

Information Form 1
Individual Client 
Verification

Information Form 2
Corporate 
Verification

Information Form 3
Commercial 
Property

Information Form 4
Sponsoring 
Employer Loan

Information Form 5
Accessing 
Pension Savings

Information Form 6
Carry Forward 
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