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SMALL SELF ADMINISTERED SCHEME (SSAS)TRUSTEE/MEMBER QUESTIONNAIRE Member trustees to complete Parts A, B, C and D Trustees (non members) to complete Part A and C only.PART A SCHEME NAME: Name of Trustee/Member:
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The ssas-member-questionnaire-and-trustee-declaration is a document required for Self-Invested Personal Pension (SIPP) schemes that collects information about members and trustees to ensure compliance with regulations.
All members of a Self-Invested Personal Pension (SIPP) and trustees must file the ssas-member-questionnaire-and-trustee-declaration.
To fill out the ssas-member-questionnaire-and-trustee-declaration, individuals should provide their personal details, financial information, investment preferences, and any other required declarations as specified in the form.
The purpose of the ssas-member-questionnaire-and-trustee-declaration is to assess the suitability of the members and trustees in managing the pension fund and to ensure adherence to legal and regulatory standards.
The report must include member and trustee identification, financial status, investment intentions, and acknowledgments regarding compliance with pension regulations.
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