Key information for advisers

The Packaged Retail and Insurance-based Investment Products (PRIIPs) Regulation came into force in January 2018 and applies to all new savings and investment products.  


As an adviser, you must make sure your clients have seen all of the following key information documents before you conclude any transaction: 

There's also a supplementary information document (SID) for funds – you'll find it in our Fund Centre.

Finally, you'll need to produce a quotation for your client showing the exact investment amount. You can do that with the New Business Quotes online service.  
 

The information on standardlife.ie/adviser is designed for financial advisers. It's not suitable for anyone else. If you're not a financial adviser, please go to standardlife.ie for information about the products and services we offer.

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