- Investment Bonds
- Approved Retirement Funds (ARFs)
- Personal Retirement Bonds (PRBs)
- Small Self Administered Pensions (SSAPs)
- Self Invested Personal Pensions (SIPPs)
- Alternative Structures
- Wealth Options Broker Platform
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 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.