What You Need for the SIPP Account Application

Additional Identification Information and Documentation: SIPP Administrator (master account)

  1. SIPP Administrator registration number with the Financial Services Authority.
  2. A copy of the passport or drivers licence and a copy of the utility bill (less than six months) for the person opening the SIPP Administrator online account.
  3. A letter (on SIPP Administrator letterhead) stating “It is hereby resolved that SIPP Admin Company is authorised to establish and maintain the account [note your account ID here) held with Interactive Brokers (U.K.) Limited. SIPP Admin Company has appointed [name of their representative here] to be the listed representative and user on this account." Signed and dated by an authorized signatory at the SIPP Administrator company.
  4. Proof confirming the existence/registration of the SIPP with HM Revenue & Customers.
  5. A signed online copy of the SIPP Administrator agreement between them and Interactive Brokers (UK) Limited. NOTE: The aforementioned can be found in the IB online application.


Additional Identification Information and Documentation: SIPP client (sub account)

  1. A copy of the passport or drivers licence and a copy of the utility bill (less than six months) for the person opening the SIPP subaccount.
  2. A signed online copy of the SIPP sub account agreement between the client and Interactive Brokers (UK) Limited. NOTE: The aforementioned can be found in the IB online application.
  3. A copy (within the last six months) of a statement between the SIPP Administrator and client for the SIPP.

The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information, read the "Characteristics and Risks of Standardized Options".

Your capital is at risk and your losses may exceed the value of your original investment.

Interactive Brokers (U.K.) Limited is authorised and regulated by the Financial Conduct Authority. FCA Reference Number 208159.

Cryptoassets are unregulated in the UK. Interactive Brokers (U.K) Limited ("IBUK") is registered with the Financial Conduct Authority as a cryptoassets firm under the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017.

Interactive Brokers LLC is regulated by the US SEC and CFTC and is a member of the SIPC (www.sipc.org) compensation scheme;
products are only covered by the UK FSCS in limited circumstances.

Before trading, customers must read the relevant risk disclosure statements on our Warnings and Disclaimers page.

For a list of IBG memberships worldwide, see our exchange listings.