Synergy Buy Out Bond

Target market

This product is suitable for clients who:

  • Want to transfer an existing occupational pension scheme or buy out bond
  • Want the potential for long term capital growth
  • Want a range of investment options
  • Want control over how their retirement fund is invested and when they can access it
 

In brief

  • Invest €5,000 or more
  • Access to retirement funds from age 50
 

Investment options

Your clients can invest in:

 

Document downloads

Flexible pricing terms - Synergy BOB

 

Financial adviser guide

 

Customer Guide to investing in a Synergy Buy Out Bond

 

Key features document

 

Guide to UK transfers

 

Anti-money laundering requirements

 

Policy Provisions

 

Investment options guide

 

Application by trustees for multiple members from a scheme in wind up

 

Fund switch form

 

Self-Directed Options guide

 

Application form

 

Adviser product summary guide

 

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

 

Retirement instruction form for company pension, buy out bond and PRSA AVC

 

Stocktrade requirements to open an account