You read our literature and are interested in transferring your QROPS to Abacus
A meeting will be arranged with an Independent Financial Adviser for an overall review of your existing QROPS.
If you are happy to proceed after receiving financial advice, you will sign a Letter of Authority which will give Abacus permission to contact your current scheme provider directly.
Application forms for the transfer will be completed.
You submit your application form to us, together with a proof of ID and address. The application form has details of the documents we can accept, if you provide us with the originals we can certify them for you.
We will then contact your existing QROPS provider to process the QROPS transfer who will in turn apply to the Gibraltar Income Tax Office for approval of the transfer. Once this is received your QROPS will be transferred over to the Prosperity scheme.
You will receive your prosperity QROPS plan welcome letter.