Synergy Approved retirement funds

Target market

This product is suitable for clients who:

  • Want the potential for long term capital growth
  • Want access to their investment in retirement
  • Want a range of investment options
  • Want to leave the remaining fund to their estate when they die
 

In brief

  • Invest €10,000 or more
  • Top up €5,000 or more
  • regular income available
 

Investment options

Your clients can invest in:

 

Document downloads

Flexible pricing terms - Synergy IB and ARF

 

Product guide

 

Annuity and Approved retirement funds - Your options explained

 

Key features document

 

Policy Provisions

 

Anti-money laundering requirements

 

Investment options guide

 

Self-Directed Options guide

 

Application form (ARF and/or AMRF)

 

ARF certificate of source

 

Adviser product summary guide

 

Information on top ups to Synergy policies pre 1/9/14

 

Adviser Top up checklist

 

Fund switch form

 

Fund range - Synergy Investment Bond or ARF/AMRF (policies started
pre-June 2006)

 

Stocktrade requirements to open an account

 

Customer guide to ARF and Annuity payments