Synergy Approved Retirement Fund (ARF)

You'll find our Synergy Approved Retirement Fund application, as well as more information and supporting documents, on our Synergy Approved Retirement Fund page.

These are the items that are missed most often – we've listed them according to the relevant page on the application form:

• From page 1 – your client's bank details, including their bank account name and number (IBAN)
• From page 2 – ARF income amount, frequency and start date
• From page 5 – your commission. If you don't want to take initial commission or FBRC, just put '0' or 'nil' in the box. If you're taking FBRC, we need to know the payment frequency

You'll also need to include the ARF Certificate of source and your signed and dated financial adviser's declaration. 

We'll need to see:

• Proof of your client's identity, like a copy of their current passport or driving licence
• A certificate of source from the pension provider or QFM
• A cheque or EFT from the pension provider or QFM

If your client has chosen execution-only stockbroking, we'll need:

• Proof of your client's identity, like a copy of their current passport or driving licence
• Proof of your client's address, like a utility bill, bank statement or document from Revenue or Dept of Social Protection. Any or all of these documents should be dated within the last 6 months

You can post documents to us at 90 St Stephen's Green, Dublin, D02 F653. 

You can also scan and email them to annuitiesroi@standardlife.ie, but please remember that you'll need to make sure they're properly protected. We can't guarantee that any email you send us will be received, or that it will remain private and unaltered during internet transmission.