What You Need for the SIPP Account Application

Additional Identification Information and Documentation: SIPP Administrator (master account)

1. SIPP Administrator registration number with the Financial Services Authority.
2. A copy of the passport or drivers licence and a copy of the utility bill (less than six months) for the person opening the SIPP Administrator online account.
3. A letter (on SIPP Administrator letterhead) stating “It is hereby resolved that SIPP Admin Company is authorised to establish and maintain the account [note your account ID here) held with Interactive Brokers (U.K.) Limited. SIPP Admin Company has appointed [name of their representative here] to be the listed representative and user on this account." Signed and dated by an authorized signatory at the SIPP Administrator company.
4. Proof confirming the existence/registration of the SIPP with HM Revenue & Customers.
5. A signed online copy of the SIPP Administrator agreement between them and Interactive Brokers (UK) Limited. NOTE: The aforementioned can be found in the IB online application.

Additional Identification Information and Documentation: SIPP client (sub account)

1. A copy of the passport or drivers licence and a copy of the utility bill (less than six months) for the person opening the SIPP subaccount.
2. A signed online copy of the SIPP sub account agreement between the client and Interactive Brokers (UK) Limited. NOTE: The aforementioned can be found in the IB online application.
3. A copy (within the last six months) of a statement between the SIPP Administrator and client for the SIPP.