UK Pension Transfers

LETTER OF AUTHORITY


Dear Sir / Madam

Please accept this letter as I have authorised the following company to obtain information on my behalf in relation to my policy/account shown below. Would you please provide the company (and its representatives) with the required information as per the attached request. As I presently live in Australia I would like to consider the transfer of my benefits from the Scheme to a QROPS registered in Australia, we will therefore require a cash equivalent transfer value, a list of any exit penalties and the required paperwork if we do decide to proceed. I give you my permission to email the CETV statement and paperwork to my, and my advisers email address.

Aspect Wealth Advisers
Street Address:                                                             Mail to:
Level1, Unit 5                                                                 PO Box 295
81 Bishop Street                                                             Red Hill QLD 4509
Kelvin Grove QLD 4059 AUSTRALIA                                  AUSTRALIA

T : +61 7 3354 9000
F : +61 7 3354 9090
E : enquiry@aspectwealthadvisers.com.au


Title :
Name : Date of Birth :  
Marital Status
National Insurance Number :

Address : 
Postcode :  
Email Address :  
Home Number : 
Work Number :   
Mobile Number :  

Please advise the date you first arrived in Australia :  
Please advise the date you were last a resident of the UK:
Residency Status :

 
Name of UK Pension Fund :  
Address :  
Postcode :  
Policy Number or Reference Number :  
Type of UK Pension Fund :
 

Leave this empty:

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Signature Certificate
Document name: LETTER OF AUTHORITY
lock iconUnique Document ID: ef392d049239acfa703b618677986c53a0de6297
Timestamp Audit
January 25, 2023 2:12 pm AESTDocument LETTER OF AUTHORITY
Uploaded by UK Pension - noreply@ukpt.com.au
IP: 172.16.1.2
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