Adding an Initial Contribution (In-Specie Asset) to a SIPP

As some assets can be transferred directly into a SIPP, via the In-Specie method, CCD can accommodate these transfers. Once again, they must come into the SIPP through the Trustee Account, via the ‘Contribution’ screen.  To complete this, use the ‘+Add Contribution’ button on the ‘Contribution’ screen and complete the following screen (as the Trustee Account is already set, only the contribution details of the In-specie transfer need to be recorded):

The following pop up boxes will then appear:




On the ‘Contributions’ screen in the SIPP the In-Specie transfer will be displayed: