Personal Pensions Scheme Signup

Pension » Personal Pensions Scheme

Intermediary

Advisor

Branch

Personal Details

PERSONAL DETAILS
E.g. child, gardener, househelp, etc. Leave blank to signup for self
Requires Verification

IDENTIFICATION

EMPLOYMENT STATUS

Contribution Details

CONTRIBUTION DETAILS
CONSTITUENT ACCOUNTS

These funds will allow members to go through dynamically managed investment phases. Learn more...


PREFERRED PLAN
HIGHMEDIUMLOW
PENSIONSSAVINGSPENSIONSSAVINGSPENSIONSSAVINGS
70%30%60%40%50%50%

Payment Source / Method

PAYMENT SOURCE

EMPLOYER DEDUCTION MANDATE
A mandate form will be sent to you for completion after submitting this form.

DIRECT DEBIT

PAYMENT METHOD

MOBILE MONEY DETAILS

BANK MANDATE
A mandate form will be sent to you for completion after submitting this form.

CARD MANDATE
A mandate form will be sent to you for completion after submitting this form.

Beneficiary / Next of Kin

BENEFICIARY DETAILS
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format: dd/mm/yyyy
Remove Beneficiary


NEXT OF KIN DETAILS
+ Add More
format: dd/mm/yyyy
Remove Next of Kin

Terms & Conditions

TERMS AND CONDITIONS
  • The efficiency of the Direct Debit scheme is monitored and protected by all parties involved.
  • If an error is made by any of the parties involved, you are guaranteed a full and immediate refund to own bank account by the originator of the error.
  • The client can cancel this mandate by writing to Enterprise Trustees 30 workings days in advance of your account being debited.
  • Where date for first debit is less than 10 workings days from the day this mandate is completed; deduction will start from date for subsequent deduction.
  • Nominal transaction fee for effecting deduction through the Automated Clearing House will be surcharged to your pension account.

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