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Call us for further information on:
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0116 240 4402
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or alternatively email us at:
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ifa@greyfriars.co.uk
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Property Purchase Guidance Notes
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So you are interested in purchasing a commercial property through your Self Administered Pension Scheme/Self Invested Personal Pension (your “scheme”).
The questionnaire and guidance notes, found in the pdf below, are the first step in that process. Could you please read the notes carefully. If you have any queries or concerns please give us a call but, either way, the purchasing process cannot commence until your signed declaration is returned.
There could be several interested parties involved in this purchase. Your scheme (perhaps in partnership with other pension schemes); the vendor; solicitors acting for all parties; a bank if your scheme is taking a mortgage and one or more tenants.
The process will go a lot more smoothly if every party understands our requirements and where they fit into the chain of events.
Please print and read the booklet carefully, complete the questionnaires as fully as possible, sign the declaration at the back, take a copy for your own records and return your completed booklet to us.
 Download the Property Purchase Guidance Notes, Questionnaires and Declaration
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