I authorise and instruct you to transfer funds from the transferring scheme as listed in the “Transferring Scheme Information” section of this form directly to my Pension App Pension Scheme.
I authorise you to release all necessary information to Pension App and Quai Investment Services Limited to enable the transfer of funds to my Pension App Pension Scheme.
I have read all the information provided or made available to me by the transferring scheme as listed in the “Transferring Scheme Details” section of this application.
I accept that in order to comply with regulator obligations, Quai Investment Services Limited and the transferring scheme named in this application may need to verify my identity and residential address and may use credit reference agency services and ask for my documents to verify my identity and address.
Until the application is accepted, and complete, Quai Investment Services Limited responsibility is limited to the return of the total payment(s) to the transferring scheme.
I accept that I will be responsible for any losses and / or expenses which are the result, and which a reasonable person would consider to be the probable result, of any untrue, misleading, or inaccurate information deliberately or carelessly given by me, or on my behalf, either in this form or with respect to benefits from the transferring scheme(s).
Where the payment(s) made to my Pension App Pension Scheme represents all of the funds under the transferring scheme(s) listed in the “Transferring Scheme Information” section of this form, then payment made as instructed will mean that I shall no longer be entitled to receive pension or other benefits from the transferring scheme(s) listed.
Where the payments made to my Pension App Pension Scheme represent part of the fund under the plan(s) listed in the “Transferring Scheme Details” section of this application, then payment made as instructed willmean that I shall no longer be entitled to receive pension or other benefits from that part of the transferring scheme(s) represented by the payment.
I promise to accept responsibility in respect of any claims, losses and expenses that my Pension App Pension Scheme and the transferring scheme may incur as a result of any incorrect information provided by me in this application or any failure on my part to comply with any aspect of this application.
I confirm that the value of any tax-free cash I have already taken combined with the benefits I am taking now are below my personal Lump Sum Allowance and Lump Sum and Death Benefit Allowance.
I will be solely responsible for any additional tax charges or any penalties which arise if the information provided in this application is incorrect or if I have failed to comply with any aspect of this application.
In addition, I promise to accept responsibility in respect of any claims, losses and expenses that Quai Investment Services Limited and the transferring scheme may incur as a result of any incorrect information provided by me in this application or of any failure on my part to comply with my aspect of this application.