Win. Or win win. Over to you.

This offer applies to any type of SIPP opened, whether it be the EQi SIPP or a panel SIPP.

If you open an EQi SIPP, we’ll pay your first year’s SIPP administration fee – saving you £118.80.

If you open a SIPP on EQi with one of our panel providers, we’ll send you a gift card valued at £100. You’ll be given a choice of gift cards from a select list of retailers. Contact marketing@eqi.co.uk for more information.

FIND OUT MORE ABOUT THE EQI SIPP

FIND OUT MORE ABOUT PANEL SIPPS

With an EQi SIPP

1. Open an EQi SIPP between 18 November 2020 and 4 March 2021.
2. Deposit at least £10,000 (in cash or investments) into your new SIPP by 1 August 2021.
3. We’ll pay your annual SIPP administration fee (£118.80) directly to Gaudi (the EQi SIPP provider). Nothing further needs to be done on your part.

With a panel SIPP

1. Open a SIPP on EQi with one of our panel providers between 18 November 2020 and 4 March 2021.
2. Deposit at least £10,000 (in cash or investments) into your new SIPP by 1 August 2021.
3. Your SIPP administrator will charge you the SIPP administration fee. This is usually charged upfront. If you’re unsure, check with your SIPP provider directly.
4. We will contact you within 30 days of you depositing £10,000 (in cash or assets), to confirm you qualify for the offer. We will provide you with a choice of gift card (valued at £100) and will organise delivery.
   
   

OPEN YOUR SIPP

The SIPP administration fee is the fee you pay directly to the SIPP provider.

For example, if you open an EQi SIPP, your annual SIPP administration fee of £118.80 is paid directly to Gaudi Regulated Services Limited. If you held a panel SIPP with, for example, Odyssey, you would pay the annual SIPP administration fee of £234 directly to them.

Your SIPP administration fee pays for the administrative and trustee services required of all pensions, while our platform allows you to select assets and manage your SIPP yourself or in conjunction with a financial advisor.

You’ll still need to pay your quarterly custody fees and any dealing commission you incur.

If you are a new customer, you will benefit from our price holiday offer whereby you won’t be charged quarterly custody fees in your first two quarters. This is applied automatically to all new customers.

VIEW OUR PRICE HOLIDAY OFFER

FULL SIPP PRICING

Any additional fees charged by your SIPP provider are also payable, for example benefit administration fees and subsequent transfer fees. Contact your SIPP provider directly for more information.

To claim the £100 refer a friend bonus you must be a customer of EQi.

The £100 bonus will be paid once your friend meets the below conditions:

1. They open a SIPP with EQi between 18 November 2020 and 4 March 2021
2. They deposit a least £10,000 into the SIPP (in cash or assets) into the SIPP by 1 August 2021

1. Recommend an EQi SIPP to your friends. (Don’t forget to mention we’ll pay their SIPP administration fee in the first year!)
2. Send us a secure message from your EQi account or email marketing@eqi.co.uk letting us know you have referred your friend and providing their name. Please note we may contact your friend to confirm you referred them.
3. Once your friend has deposited £10,000 in cash or stock into the SIPP, you will qualify for this offer.
4. Once you qualify, we will contact you letting you know. We will then deposit £100 into your EQi dealing account within 30 days of the conditions being met. In the instance you do not have an EQi dealing account, we will instead send you a gift card valued at £100. You will be given a choice of gift card from a select list of retailers.

Yes, there’s no limit to how many people you can refer. We’ll pay the referral bonus for every person who meets the required conditions:

1. They open a SIPP with EQi between 18 November 2020 and 4 March 2021
2. They deposit at least £10,000 (in cash or investments) into the SIPP by 1 August 2021

This offer ends on 4 March 2021. In order to receive the bonus, your friend must top up their SIPP account with £10,000 (cash or assets) before before 1 August 2021.