Here, you can download the forms necessary to apply for a SSAS or for the takeover of a existing SSAS. Other forms relate to investments and taking benefits.
Returning your completed forms
Please complete and return your completed forms, along with any required supporting documentation, to:
Morhart Pension Services Ltd
Unit G6, Temple 1852
Lower Approach Road
Temple Meads
Bristol
BS1 6QS
If you have any queries, please contact the Morhart team on 0117 457 7784.
New SSAS application
Download New SSAS application form: complete and return this form to establish a new SSAS
Download Member application form: to be completed by each member of the new SSAS
Download Trustee guidance: this should be read by all trustees of the SSAS
Download Key features: information on the features and benefits of the Morhart SSAS
Download Fee schedule: a breakdown of all fees associated with the Morhart SSAS
Download Service Level Agreement (SLA): our commitment to you
Take-over of existing SSAS
Investments
Taking your money out