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How do you collect my SIPP fees?

Your fees are tailored to your Liberty SIPP contract. Based on the information provided in your application we will calculate your fees and these will be detailed in your initial correspondence.

The first year's fees will be collected as soon as there are sufficient funds in the bank account. If there is a delay in funds being available because you have not returned documents, we will issue an invoice which you will need to settle personally within 14 days. All recurring fees will be collected on the anniversary of the date the contract commenced. Oneoff fees will be collected once the transaction has completed.

We will collect your fees directly from your Metro Bank account. This will show up on your statements as "Liberty Fees" followed by the description.

You should ensure there are sufficient funds in your bank account to cover fees, as otherwise we will levy further charges for the additional work in arranging for investments to be disinvested.

Please note the value of investments, and any income from them can go down as well as up and you may not get back your original investment. We do not offer advice about the suitability of our products or any investments held within them. Should you require financial advice you should consult a suitably qualified financial adviser

 

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