Synergy Regular Invest

You'll find the Synergy Regular Invest application, as well as more information and supporting documents, on our Synergy Regular Invest 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 3 – the investment start date (payment date for the first regular premium), and payment frequency. If you're submitting a bank draft or credit union cheque, you'll also need to confirm the name and IBAN of the source account.
From page 6 – your signed and dated financial adviser’s declaration as well as details about your commission.

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 3 – the investment start date (payment date for the first regular premium), and payment frequency. If you're submitting a bank draft or credit union cheque, you'll also need to confirm the name and IBAN of the source account.
From page 6 – your signed and dated financial adviser’s declaration as well as details about your commission.

If you're submitting a Trust application, you'll need to complete the Bare Trust, and make sure that:

The Trust is dated on or before the date the application form is signed.
We have the original, completed and signed Trust document.
You have completed the initial trust fund cash amount.
The Trust has been signed and dated by all Settlors and Trustees.

We'll also need you to provide the following documents for each Policy Owner, Trustee and Settlor:

Proof of their identity, like a certified copy of their current passport or driving licence
Proof of their 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.

If you're submitting a Trust application, you'll need to complete the Bare Trust, and make sure that:

The Trust is dated on or before the date the application form is signed.
We have the original, completed and signed Trust document.
You have completed the initial trust fund cash amount.
The Trust has been signed and dated by all Settlors and Trustees.

We'll also need you to provide the following documents for each Policy Owner, Trustee and Settlor:

Proof of their identity, like a certified copy of their current passport or driving licence
Proof of their 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 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.