Direct SIPP Important Account Information

Scheme Trustee - Information for operating the account 

Account funding instructions for the scheme Trustee 

Please be aware that Saxo is unable to accept any direct funding received from individual members, i.e. Policy Holders. Any funding to Saxo must be received directly from the scheme trustee.

In accordance with the FCA’s Client Money Rules, all Retail Client funds are held in one or more segregated bank accounts. To ensure any funding is directly received into one of our segregated bank accounts, please remit your funds directly to Citibank using the below details, indicating Saxo Capital Markets UK Ltd as the Beneficiary and Saxo Client ID (see above) that belongs to the SIPP Trading Account for this Policy Holder as the reference to ensure the funds can be credited to the correct trading account.

For settlement details, click here. Please use the correct settlement instructions for the currency in which your account is denominated. This avoids unnecessary conversion by your issuing bank and ensures Saxo receives the correct currency.

Account statements

Scheme Trustees can obtain or request statement of an account valuation summary by email from the address held on record (as stated in the application) or via CSV files. Please contact us should you require further information. 

Policy Holders - Information for operating the account 

Account funding instructions 

Please be aware that Saxo is unable to accept any direct funding received from individual members. Any funding to Saxo must be received directly from the scheme Trustee.

Account statements 

Scheme Trustees can obtain or request statement of an account valuation summary by email from the address held on record (as stated in the application) or via CSV files. Please contact us should you require further information.