Updating New Bank Accounts, Directly Held Assets and Contracts within a SIPP

Once a new Holding has been set up within the SIPP there will be details that need to be updated.  This is done within the ‘Details’ screen and ‘Assets’ tab in the SIPP:

Each of the Holdings added within the SIPP can be accessed from the tabs displayed above. However, this guide will only look at one of these, as each of them is completed in the same way as a standard holding.

To access the individual Holding record from the ‘Details’ screen, go to ‘Assets’ > ‘Contracts’:

Once the ‘Administration’, ‘Tasks’, ‘Remuneration’ and ‘Submission’ screens have been completed in the ‘Holding’ record they will be displayed in the SIPP record.