Synergy Investment Bond
If your clients have money on deposit, it could be time for a change. The feeling that money is locked away can be the hurdle that stops people investing; we’re removing that hurdle and improving our pricing options.
Improved Pricing Options
We have improved our pricing options (AMCs from 0.45%) to give you and your clients better value, flexibility and consistency across our product range
Target market
- This product is suitable for clients who:
- Want the potential for long term capital growth
- Want access to their investment either on a regular or ad‑hoc basis
- Are looking for a way to complement their pension savings
- Want a range of investment options
In brief
- Invest €10,000 or more
- Top up €5,000 or more
- Withdrawal options
- Flexible and clear pricing
Investment options
Document downloads
Adviser Top up checklist PDF (159Kb)
Flexible and clear pricing terms - Synergy IB and ARF
Anti-money laundering requirements
Synergy Investment Bond campaign flyer
Sample customer letter for direct mail campaigns from your business
Additional declaration by company as policyowner
Information on top ups to Synergy policies pre 1/9/14
Fund range - Synergy Investment Bond or ARF/AMRF (policies started
pre-June 2006)
Stocktrade requirements to open an account
Existing trust declaration by authorised signatories or trustees
