Downloads

In this section we have included some documents that you might find useful to download and keep, including our Terms of Business for PML Financial Services.

We will be adding new documents from time to time, so do keep popping back to see what’s here.

If you have any questions about the content of these downloads, or require any clarification, please contact us.

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  • SSAS and Legal Entity IdentifiersWhat are Legal Entity Identifiers and Does Your SSAS Need One? From 3rd January 2018 it will be a requirement for legal entities and structures to obtain a reference called a Legal Entity Identifier (LEI) from the London Stock Exchange in order for the trustees of a SSAS to carry on investing. This» Read More
  • Mr T. E.Our experiences with PML have always been positive and we have the utmost confidence in all the services they provide. We have recommended PML’s services to several friends.
  • When a Small Self Administered Scheme replaced a SIPPThere are many differences between what a Small Self Administered Scheme (SSAS) and a SIPP are allowed to do. This case study shows how armed with that knowledge we were able to recommend a SSAS as the right and most effective solution to the needs of two of our existing» Read More