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Pension» Personal Pensions Scheme

Intermediary

Advisor

Branch

Personal Details

PERSONAL DETAILS
Requires Verification

IDENTIFICATION

EMPLOYMENT STATUS

Contribution Details

CONTRIBUTION DETAILS

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

BANK 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
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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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