ARF Application

1 Financial adviser

To be completed by the adviser.

Agency code

9 /

Adviser company name

Client is already a customer

Existing policy number

2 Client's personal details

Title

First name(s) in full

Surname

Date of birth

Email

Home phone

Mobile phone

Address line 1

Address line 2

Address line 3

County

Eircode

PPS number

IBAN (withdrawals are lodged here)

Name on account

3 Investment

Real-world minimum is €10,000.

Total investment (€)

Willing and able letter

Do you require a 'Willing and able' letter sent to the current provider?

Yes No

Current policy number

Current provider name

4 Fund allocation

How the total above is split across funds and/or self-directed options.

Amount into Funds (€)

Amount into Self-Directed Options (€)

5 Politically exposed persons (PEP)

Are you, or any other party to this application, a PEP, or a close relative/associate of one?

Yes No

6 Self-Directed Options

Execution-only stockbroking, identity/AML details, and deposits.

Selecting execution-only stockbroking (Stocktrade will contact the client directly)

Client authorisation date

Client is an Irish national

If not, or dual nationality/citizenship, give details:

Nationality 1

National client identifier 1 (e.g. passport no.)

Nationality 2

National client identifier 2

Client's occupation

Income band

Under €20,000 €20,000–€34,999 €35,000–€49,999 €50,000–€74,999 €75,000+

Proof of identity attached

Proof of address attached

Deposits

7 ARF regular income

Choose only one of (a), (b) or (c).

(a) % per year (b) € per year (c) One deemed-distribution withdrawal in December

% pa before tax

Payable

Monthly Every 3 months Every 6 months Once a year

€ pa before tax

Payable

Monthly Every 3 months Every 6 months Once a year

First withdrawal — month & year (day is fixed at the 6th)

8 Nominee QFM & tax

Total ARFs + Vested PRSAs worth more than €2m?

Yes No

Nominee QFM name

QFM address line 1

QFM address line 2

QFM address line 3

County

Eircode

Reference number for correspondence

PAYE registration status

Already registered Not yet registered

9 Adviser declaration & commission

Client fits the product's target market?

Yes No

If No, rationale for recommending this product anyway

Email for Stocktrade online account access

Commission details

(ii) Initial (% of premium, max 4.00%)

Nil

(iii) FBRC (% of fund, max 1.00%)

Nil

FBRC payable

Monthly Quarterly Half-yearly Yearly

Adviser's printed name

Email for questions about this application

Special instructions / additional information

10 Authorisation & contact preferences

Policy owner's signature date

How should Standard Life keep the client up to date? (tick all that apply)

Email

Phone

Post

Text

Checklist

Application form complete and signed

Contacted/updated Revenue for correct tax credits

Proof of identity and address enclosed

Certificate of Source will be sent from the current provider

11 Transfer details (Certificate of Source)

Only relevant if transferring from an existing pension. The client's name, address, DOB and PPS number are carried over from Section 2 automatically — the ceding provider's own signature/position on this certificate is not something this demo fills in.

Where are the pension fund assets currently held?

Total distribution this tax year (before tax) — €0 if nil

Subject to family law proceedings?

Yes No

Amount being moved (€)

Policy number of pension fund assets

Current provider name

12 Attachments

Proof of identity, proof of address, Certificate of Source, or anything else the application needs — appended as extra pages at the end of the generated PDF.

Click to choose files (PDF, JPG or PNG) — or drop them here

ARF Application

Approved Retirement Fund (ARF) Application

1 Financial adviser

2 Client's personal details

3 Investment

4 Fund allocation

5 Politically exposed persons (PEP)

6 Self-Directed Options

7 ARF regular income

8 Nominee QFM & tax

9 Adviser declaration & commission

10 Authorisation & contact preferences

11 Transfer details (Certificate of Source)

12 Attachments

Application ready for review

Download the PDF

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