Reply to Lee confirming work on the SIPP provider database.
Hi Lee,
I've put together the provider database. Ten UK SIPP providers researched, ranked by likelihood of acceptance, with their stance on non-standard assets, processes and how the AFX notes will be assessed by each one.
SIPP Provider Database: database.broadbenchwealth.co.uk/sipp-database
Private and confidential, internal use only.
Once I have the updated term sheet and ISIN number from you, I can start approaching providers. The first conversations will be with the two strongest candidates in Tier 1, both with well established non-standard investment processes.
On the prospectus, if you send me the key details (investment strategy, fee structure, redemption terms, risk factors) I can put together a professional prospectus with a dedicated web presence for the bond. I want the whole thing looking right before we approach anyone.
Have a look through the database and let me know your thoughts.
Kind Regards,
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