Options are delighted to be working with Wahed Invest and confirm that their Sharia model portfolios are acceptable to be used within our Simple SIPP, providing our clients with a Sharia SIPP option.
If you have been directed to this page - you may be ready to set up a Sharia SIPP with us
- so let's get you started!
FOLLOW THE STEPS BELOW
CLICK ON THE ICONS TO ACCESS THE FORMS AND DOCUMENTS
STEP 1. Read these documents: Key Features, Terms and Conditions, Fee Schedule
STEP 2. Complete and submit your application form, click here
STEP 3. Options UK will email you your personalised illustration and a link to complete a declaration
STEP 4. Check your application, sign and submit the declaration
That is your application complete...
What happens next?
Options will write to you to confirm your Sharia SIPP is open and start to request funds from your existing pension and set up any contributions you may wish to make.
We will let you know when this is all complete and send the funds to Wahed Invest to do the rest..
(Please Note - our Simple SIPP Fees apply for the Wahed Invest Sharia fund portfolio choice)
Wahed invest links to funds: CLICK HERE TO VIEW
Please get in touch with the Wahed Invest team if you want to find out more about their investments.
More information can be found on their website www.wahedinvest.com
Please note that we are providing you with information in relation to our Sharia SIPP and should not be considered as advice, as we are not authorised to provide advice.
Before you make your decision, be sure to read our Key Features Document and Terms and Conditions together with our Direct Client application form and fees schedule for the Sharia SIPP to be able to ask us any questions.
Please use this link to request the Sharia SIPP Application Pack by email if you wish to submit any additional message or request.
We would always recommend you take individual independent advice, but realise and accept that you may want to proceed having made the decision for yourself and on an execution only basis.
If you have any questions at all, the team at Options will be delighted to assist firstname.lastname@example.org