The small print
Under the terms of an agreement between AJ Bell Management Limited and Halifax Share Dealing Limited, AJ Bell Management Limited provides the pension administration services for your SIPP and Halifax Share Dealing Limited provides the investment services for your SIPP. Sippdeal Trustees Limited, a wholly owned subsidiary of AJ Bell Management Limited, is the trustee of the Scheme and the legal owner of assets within the Scheme.
If your application is accepted by AJ Bell Management Limited, Sippdeal Trustees Limited will authorise you to give investment instructions in relation to your SIPP directly to Halifax Share Dealing Limited. We refer to this as you acting as an agent of Sippdeal Trustees Limited.
As part of this application, you will be signing up as an agent of Sippdeal Trustees Limited to the Halifax Share Dealing Service Terms and Conditions which govern the provision of the investment services for your SIPP by Halifax Share Dealing Limited. This will only take effect when you have been notified that your SIPP application has been accepted by AJ Bell Management Limited.