What You Need for the SIPP Account Application

Additional Identification Information and Documentation: SIPP Administrator (master account)

  1. SIPP Administrator registration number with the Financial Services Authority.
  2. A copy of the passport or drivers licence and a copy of the utility bill (less than six months) for the person opening the SIPP Administrator online account.
  3. A letter (on SIPP Administrator letterhead) stating “It is hereby resolved that SIPP Admin Company is authorised to establish and maintain the account [note your account ID here) held with Interactive Brokers (U.K.) Limited. SIPP Admin Company has appointed [name of their representative here] to be the listed representative and user on this account." Signed and dated by an authorized signatory at the SIPP Administrator company.
  4. Proof confirming the existence/registration of the SIPP with HM Revenue & Customers.
  5. A signed online copy of the SIPP Administrator agreement between them and Interactive Brokers (UK) Limited. NOTE: The aforementioned can be found in the IB online application.


Additional Identification Information and Documentation: SIPP client (sub account)

  1. A copy of the passport or drivers licence and a copy of the utility bill (less than six months) for the person opening the SIPP subaccount.
  2. A signed online copy of the SIPP sub account agreement between the client and Interactive Brokers (UK) Limited. NOTE: The aforementioned can be found in the IB online application.
  3. A copy (within the last six months) of a statement between the SIPP Administrator and client for the SIPP.

Pursuant to Part 7.8A of the Corporations Act 2001, Interactive Brokers Australia Pty. Ltd. has prepared the following target market determinations relating to certain financial products for which it is deemed to be the issuer. Our Target Market Determinations are located here: Target Market Determinations.

Product Disclosure Statements are also available for each of these products. If applicable, you should carefully consider these Disclosures in deciding whether to acquire, or to continue to hold, the relevant financial product.