Approved Retirement Funds (ARFs)

 

ARF Builder is a unique service from Wealth Options that allows you to provide a self administered Approved Retirement Fund (ARF) and one-off investment products that the ARF can purchase, to your clients.

A self administered ARF is similar in nature to a small self administered pension scheme where you can effectively give your client control over their ARF investment. A self administered ARF can invest in a range of asset classes such as capital secure structured products, direct equity holdings, government and corporate bonds, insurance funds and property investment options.

It is suitable for the self employed, 5% + Company Directors and AVC Contributors. We have a competitive charging structure, and typically our self administered ARF costs a third less than traditional life company products.
  

Please find below the relevant documentation needed for the setting up of an A(M)RF:

 
A(M)RF Brochure A(M)RF Application Form A(M)RF Investment
Instruction
Form
  A(M)RF Terms & Conditions
   

 

 


Please note that the provision of this product or service does not require licensing, authorisation or registration with the Central Bank and, as a result, it is not covered by the Central Bank's requirements designed to protect consumers or by a statutory compensation scheme.


 

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