IPP Application Process

PANTHERA’s level of service is reflected in the efficient appraisal of Applicants and processing of successful Applicants’ membership. Acceptance as a Member into the IPP Fund can occur swiftly if all required documentation is enclosed and forms are correctly and legibly filled.

There are three main stages:

STAGE 1 – PRE-APPLICATION

Client receives financial and tax advice from an approved Professional Adviser regarding International Pension Plans.
Professional Adviser or Client downloads application forms.

STAGE 2 – APPLICATION

The Applicant (Professional Adviser and/or Client / Employer) completes the IPP Membership Application or IPP Employers Membership Application in full.
Applicant ensures the Application is accompanied by:
- A duly certified and clear copy of Applicant’s Passport.
- An original or duly certified and clear copy of Applicant’s recent utility bill (issued in the last 3 months).
- A completed Investment Policy Statement
- A completed Deed of Indemnity (either the Investment Deed of Indemnity or the Offshore Bond Indemnity).
- A Letter of Authorisation (completed by Applicant) granting PANTHERA permission to communicate with each of the Applicant’s existing accounts (letter required for each existing account).
- A certified copy of the Employer’s Certificate of Incorporation (if an Employer is applying)

Applications will not be processed unless all relevant information has been received.

STAGE 3 – IPP ESTABLISHMENT

If successful, the Applicant will receive a Letter of Acceptance. At this stage they are formally an IPP Member and the Trustees open the relevant investment accounts in readiness to accept the Applicant’s (now Member’s) funds.
PANTHERA will monitor incoming pension fund transfers to the Member’s account and report on progress.
When all transfers are complete, the account is consolidated, fees deducted and a Fund Status report is sent to the Member (and Professional Adviser if applicable).

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