How to invest in the Alternative Investment Market

Alternative Investments

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HOW TO INVEST

It is simple, quick and easy to invest in the Secure Income Plan and can be completed in 4 easy steps.

1. Investment can be made:

through an ISA or

as a direct investment or

though a SIPP or SSAS pension scheme.

Both investments can be made over either over 5 or 7 years. Please complete the relevant investment application form and sign where applicable.

2. Please also enclose your cheque made payable to - Keydata Secure Income Plan Client A/C. If you are using a building society cheque, please check that the society adds 'reference (your name)' after the payee. (NB Please do not make your cheque payable to Sterling Capital as we will have to return it to you which may cause a delay in an investment being made).

3. To help identify your personal details and which investment you wish to make, please complete our Execution Only & Direct Offer Investment Confirmation Form. It also confirms that we will act as your agent for the investment on an execution only basis. This confirms the choice of investment is yours and that we have not given any financial advice or recommendation.

4. To help comply with the UK's strict Money laundering regulation, please provide 1 original certified item of evidence for address in the form of a bank statement or utility bill (no mobile phone bills please) issued in the last 6 months and 1 original or certified item of evidence of personal identification in the form of either a passport or driving licence. Please note that if you send us originals we will certify them here and return them to you within 5 working days or alternatively documents can be certified by a Bank, Solicitor, Police Officer, Teacher, Doctor or Post Office. The person certifying your documents must write “I certify this is a true copy of *persons name*" and then signs their name and job title.

Introducing in £ Sterling here

Introducing in Euros here

If there is anything that you are not sure about or should you wish for a longer list of qualifying money laundering documents please contact us on 0870 043 4397

Sterling Capital is the direct sales division of Oakwood Capital Ltd which is authorized and regulated by the FSA.

The laws and rules governing Pensions are subject to change and update. This needs to be borne in mind when using the information on this website which was up to date on our understanding of the law at the time of writing. We will be updating the information on a regular basis.