Option 1: Download, fill in and return the documents
It is easy to join a Value Tree pension scheme: download the following documents and, once you have filled them in and signed them, email them together with a copy of your DNI (Spanish Identity Card) to the following address: email@example.com
- Application Form – Download – More information on how to fill in this form.
- KYC – Download
- Data protection clause – Download
- Key Information for Investors (depending on the scheme you want to join):
If you are transferring your pension scheme, please also sign and send us an extract from the standing account of the scheme being transferred.
To help us verify the signatures on the documents, it is very important that you make them as similar as possible to the signature on your DNI.
Option 2: Call us on +34917812410 and we will be happy to guide you through the process.