Update 25 March 2025
Execution-only stockbroking is no longer available for new PRSA policies and moving/switching money into an existing PRSA Stocktrade account is no longer available. In addition, all holdings held via Stocktrade on PRSA policies must be sold before 30 June 2027. We will be contacting existing PRSA customers invested in the execution-only stockbroking option with further information.
Why choose Specialist funds?
Specialist funds invest in specific areas of interest. Smaller companies, for example, or property. They're designed to allow professional, professionally-advised and/or knowledgeable investors to create their own portfolios. Stockbroking services allow you to invest directly by purchasing shares, bonds or exchange-traded funds.
You’ll find a full list of the specialist funds we have available, as well as more information about each one, in our Fund Centre. We’ve listed some examples below:
Our suite of Specialist funds
Smaller Companies Funds
European Smaller Companies Fund
Vanguard Global Small-Cap Index Fund
Property Funds
Execution-only stockbroking
Our execution-only stockbroking services lets you deal in company shares, bonds and exchange traded funds (ETFs) online or over the phone. This investment option is available on certain products only – see below table
| Execution-only stockbroking | |
|---|---|
| Synergy Personal Pension | Yes |
| Synergy PRSA | No* |
| Synergy Approved Retirement Fund | Yes |
| Synergy Buy Out Bond | Yes |
| Synergy Investment Bond | No |
| Synergy Regular Invest | No |
| Synergy Portfolio Bond | No |
| Synergy Portfolio Approved Retirement Fund^ | Yes |
| Synergy Executive Pension | No |
*Execution-only stockbroking is no longer available for new PRSA policies, and moving/switching money into an existing PRSA Stocktrade account is no longer available. In addition, all holdings held via Stocktrade on PRSA policies must be sold before 30 June 2027. PRSA customers are restricted to investing only in company shares, government and corporate bonds.
^ Open to top ups only
There's more information about all your investment options in our Investment Options Guide. You'll find more details about taking control of your own investment strategy in our Self-Directed Options Guide.