How To Apply
This page explains which forms and information you need to supply to invest through Cavendish Online. You must also read our Terms and Conditions of Business and print and complete the Client Declaration, (a PDF file).
Step 1
Download your required application form from the table below.
Step 2
- Please fully complete the application form(s), ensuring that you have signed both the form and where appropriate the direct debit mandate. If you require help with filling the form please contact us at Cavendish Online.
- For single premium investments you should ensure that you send a cheque made payable to Fidelity, not to Cavendish Online. If you are submitting a building society/bank counter cheque, please make sure that the bank or building society has entered your name and account details on the cheque.
- All investors will need to complete our Client Declaration
- All investors will need to sign an AOF Form to receive their trail commission. Commission from a pension cannot be paid out to you before retirement and must go into a cash account within the SIPP. Please fill in your name, sign and date the form and we will complete the rest.
Step 3
Please return:
- The completed application form(s).
- Signed cheque and/or direct debit mandate form(s) payable to Fidelity.
- Our Client Declaration, incorporating the Execution Only Statement.
- Signed and dated AOF Form, completed with your name.
To: Cavendish Online Ltd, 22 Cathedral Yard, Exeter, EX1 1HB.
Step 4
- Our administration department will submit your pension application immediately, keeping you fully informed at all stages via email.
- On completion, your policy document is forwarded to you. Your plan will automatically be entered into the renewal Commission Cashback Service and you will receive access details from Fidelity for their website.
- You will automatically receive our on-line Newsletter.
If you are unsure about what you need please contact Cavendish Online or speak to an Independent Financial Adviser.
