Synergy Investment Bond

You'll find our Synergy Investment Bond application, as well as more information and supporting documents, on our Synergy Investment Bond 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 – if your clients are resident for tax purposes anywhere other than the Republic of Ireland, you'll need to provide details of other countries of residence as well as Tax Identification Numbers
From page 7 – Your signed and dated financial adviser's declaration as well as details about 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
From page 8 – if the policy owners are not the lives assured, and the person whose life is assured is over 18, they must also sign the application form

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 – if your clients are resident for tax purposes anywhere other than the Republic of Ireland, you'll need to provide details of other countries of residence as well as Tax Identification Numbers
From page 7 – Your signed and dated financial adviser's declaration as well as details about 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
From page 8 – if the policy owners are not the lives assured, and the person whose life is assured is over 18, they must also sign the application form

We'll need to see:

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

We'll need to see:

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'll need to complete the Bare Trust application form.

We'll also need you to check that the following is complete – we've listed them according to the relevant page on the application form:

On page 2 – the Trust must be dated on or before the date the application form is signed. If the application is being written under trust, we'll need to see the original completed and signed trust document
On page 4 – please complete the initial trust fund cash amount
On page 6 – the Trust must be signed and dated by all Settlors and Trustees

You'll need to complete the Bare Trust application form.

We'll also need you to check that the following is complete – we've listed them according to the relevant page on the application form:

On page 2 – the Trust must be dated on or before the date the application form is signed. If the application is being written under trust, we'll need to see the original completed and signed trust document
On page 4 – please complete the initial trust fund cash amount
On page 6 – the Trust must be signed and dated by all Settlors and Trustees

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

You can also scan and email them to newbusiness@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.

If the application is being written under trust, please remember to send us the original completed and signed trust document.

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

If the application is being written under trust, please remember to send us the original completed and signed trust document.

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.