SIPP — Investments
What you can invest in through the Invinitive SIPP
A broad range of standard investments are available through the Invinitive SIPP, subject to asset eligibility, product rules and operational requirements.
We do not provide investment advice. All investing is done on an execution-only basis.
Execution-only investing
The Invinitive SIPP is an execution-only product. That means you decide which investments to hold — or you act through your own financial adviser. Invinitive does not advise on what to invest in.
Our role is to provide the SIPP wrapper, the investment infrastructure, and the administration. Your role — or your adviser's role — is to decide what to hold within it.
Main investment categories available
Equities
Shares listed on major global stock exchanges, subject to asset eligibility and product rules.
Funds & ETFs
Investment funds including exchange-traded funds, subject to operational requirements and asset eligibility.
Bonds
Government and corporate bonds, where operationally supported and eligible under product rules.
Asset eligibility is subject to product rules and operational requirements. Not all assets can be accepted. Please contact us if you have a specific asset in mind.
What Invinitive can and cannot do
What we can do
- Access a broad range of standard listed investments
- Hold multiple asset classes within a single SIPP wrapper
- Buy and sell investments on an execution-only basis
- View your holdings online through the Invinitive platform
What we do not do
- Provide investment advice or recommendations
- Assess whether any investment is suitable for you
- Accept all asset types — eligibility rules apply
- Accept residential property or certain alternative assets
Investment risk — important reminders
The value of investments can fall as well as rise. You may get back less than you invest.
Past performance is not a guide to future results.
Some investments carry higher risk than others.
Diversification does not guarantee against loss.
Currency risk may apply to overseas investments.
Permitted Investments Policy
For the full list of eligible asset types and investment restrictions, please refer to our Permitted Investments Policy available in the documents section.
Complex investments and professional investor access
Invinitive provides access to a broad range of listed investments. Some investments are straightforward, such as ordinary shares, standard bonds, funds and many mainstream ETFs. Others may be classed as complex because of their structure, underlying exposure, liquidity profile, use of leverage, embedded derivatives or other features that may make the risks harder to understand.
Where an investment is classed as complex, retail clients may be required to complete an appropriateness assessment before they can place a trade. This assessment is designed to check whether the client has the knowledge and experience to understand the nature and risks of the investment. Passing an appropriateness assessment does not mean that Invinitive is recommending the investment, or that the investment is suitable for the client.
Some investments may be restricted to clients who have been categorised as professional investors. This may include certain overseas ETFs, products without the required retail disclosure documents, or investments that are not intended for retail clients. Professional investor status is not automatic and will only be applied where Invinitive has assessed and confirmed that the relevant regulatory criteria have been met.
Important: Invinitive is an execution-only platform. We do not provide investment advice or personal recommendations. Clients are responsible for their own investment decisions and should ensure they understand the risks before investing.
Investment availability may vary depending on client type, regulatory status, product wrapper, market access, custody availability, tax rules and Invinitive's internal asset governance checks.
Want to know more?
You can speak to us about how the investment infrastructure works, what assets are operationally supported, and how the execution-only model works in practice.
Important information
This page is provided for general information only and does not constitute investment advice, a personal recommendation or a suitability assessment. The value of investments can fall as well as rise and you may get back less than you invest. Asset eligibility is subject to product rules and may change. Tax treatment depends on individual circumstances.