Following the UK Budget and the introduction of a 25% charge on transfers to QROPS, we are working through the detail and reviewing our literature. Please visit the Knowledge Direct section of our website in the meantime to read more about the latest changes impacting QROPS.
QROPS/QNUPS application form for OMI Isle of Man portfolio bonds
Please note that you will also need to fill out the Tax Declaration and Self Certification document. Click here for entity investors
Tax Declaration and Self Certification for individual investors
Please use this form to confirm your clients country of residence for taxation.
Tax Declaration and Self Certification for corporate and trustee investors
Please use this form to confirm the tax status for Trustee and Corporate applicants.