We have updated section 3 in our Terms and Conditions of Business that explains how client money is held and protected under the rules of the Financial Conduct Authority’s Client Assets Sourcebook (CASS). There is no change to the way your money is managed. The update is to provide clearer and more transparent information. View our Current Terms and Conditions of Business

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We have updated section 3 in our Terms and Conditions of Business that explains how client money is held and protected under the rules of the Financial Conduct Authority’s Client Assets Sourcebook (CASS). There is no change to the way your money is managed. The update is to provide clearer and more transparent information. View our Current Terms and Conditions of Business

Due Diligence on SIPP Investments

Alltrust carries out due diligence to ensure investments held in our SIPPs meet regulatory and administrative standards. All investments must go through our internal due diligence process and as such some may be refused.

What Alltrust Reviews

Depending on the investment, this may include:

  • Legal structure
  • Regulatory status
  • Custody arrangements
  • Valuation methodology
  • Liquidity and exit routes
  • Operational and reputational risks

What Due Diligence Does Not Mean

It’s important to understand that due diligence:

  • Is not a recommendation
  • Does not assess investment performance
  • Does not guarantee returns or prevent loss

Although you will be responsible for any investment decisions that are made, it is important that you consider whether to appoint a professional financial adviser to assist you in this process. They will be able to consider your personal circumstances, amongst many other things, when helping you to make investment choices.