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How do I add beneficaries?
How do I add beneficaries?
Updated over a week ago

We can add beneficiaries to your SIPP account! Please reach out in the app by tapping on “Portfolio” > 👤icon > “Contact us” > “Send us a message” > “My details” > “Beneficiaries”.

You can also email us at [email protected] with the following details of each beneficiary:

  • Title

  • Full name

  • Relationship

  • The proportion given to each beneficiary (as a percentage, must total 100%)

Please include your date of birth for security!

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