For IFAs
As the IFA, introducing
a client to s615(6) Limited, you will maintain complete control
over your client and earn your fees or commission for arranging
the underlying scheme investments. For full details of earnings
potential, please contact
us.
Please use our step-by-step
guide below to see if our Section615(6) scheme is relevant and
treat the following questions as if you were addressing them
to your clients.
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Are
you UK non-resident?
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Go
to Box 2
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Go
to Box 11
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Are
you employed by a UK company or can you be employed
by a UK company within your employment group?
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Go
to Box 3
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Go
to Box 7
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Will
your employer establish a principal employer trust s615(6)
scheme?
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Go
to Box 4
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Go
to Box 5
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Become
a s615(6) scheme member by completing Option 1 forms
in our Downloads section
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Will
your emloyer establish a corporate trustee s615(6) scheme
with SG Hambros Trustees Ltd?
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Go
to Box 6
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Go
to Box 12
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Become
a s615(6) scheme member by completing Option 3 forms
in our Downloads section
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Are
you self-employed or can you structure your employment
in any way you choose?
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Go
to Box 8
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Go
to Box 12
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Do
you want to own and run a UK company?
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Go
to Box 9
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Go
to Box 10
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Let
us form and manage a company to act as your employment
vehicle, establish a
s615(6) trust and become a member by completing Option
2 forms in our Downloads section
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Join
an umbrella employment company which we run and become
a member of an existing s615(6) scheme by completing
Option 4 forms from our Downloads section
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Do
you have overseas duties for your employer?
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You
may become a member of a s615(6) scheme in respect of
your overseas duties. Now go to Box 3
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Go
to Box 12
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Sorry,
you may not become a member of a s615(6) scheme
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