protection

• Mortgage Protection

  Application Process

  • Life Choice Important Information (Broker)
  • Life Choice Home Key Features
  • AML Questionnaire
  • FBD Life Choice Statement of Suitability
  • Life Choice Broker Portal Data Capture Form
  • Flexible Trust Form - Joint Life
  • Life Choice Policy Change Request Form
  • FBD Data Protection Declaration
  • FBD Protection Online Declaration

  Brochures / Flyers

  • Life Choice- Convertible Mortgage Protection Customer Flyer
  • Why New Ireland for Mortgage Protection
  • Life Choice Comprehensive Financial Protection
  • Mortgage Protection (Single/Joint) Policy Conditions

• Term Assurance

  Application Process

  • Life Choice Broker Portal Data Capture Form
  • FBD Life Choice Statement of Suitability
  • Life Choice Important Information (Broker)
  • Key Features
  • Flexible Trust Form - Joint Life
  • Life Choice Policy Change Request Form
  • FBD Data Protection Declaration
  • FBD Protection Online Declaration

  Brochures / Flyers

  • Life Choice Comprehensive Financial Protection
  • Whole Of Life Continuation Benefit
  • Whole of Life Continuation Benefit Customer Flyer

• Business Protection

  Application Process

  • AML Questionnaire
  • Declaration of Trust (Partners and Shareholders)
  • Partners Double Option Agreement
  • Shareholders Double Option Agreement
  • FBD Life Choice Statement of Suitability
  • Life Choice Important Information (Broker)
  • Key Features
  • Life Choice Broker Portal Data Capture Form
  • Life Choice Assets - Business Protection Policy Conditions
  • Declaration of Health
  • FBD Data Protection Declaration
  • FBD Protection Online Declaration

  Brochures / Flyers

  • Life Assurance For Your Business Clients
  • Life Choice Comprehensive Financial Protection (Product Swatch)
  • Keyperson Insurance
  • Partnership Insurance
  • Personal & Corporate Shareholder Insurance
  • Business Protection Summary Flyer

• Income Protection

  Application Process

  • FBD Online Declaration Executive Income Protection
  • FBD Online Declaration Personal Income Protection
  • Income Protection- Disability Definitions
  • Personal Income Protection Policy Conditions CICA
  • Executive Income Protection Policy Conditions CICA
  • Personal & Exec - Alteration Application CICA
  • Personal IP Key Features
  • Executive IP Key Features
  • Income Protection POS Checklist
  • Personal Income Protection Important Information CICA
  • Executive Income Protection Important Information CICA
  • Information About Your Income Protection Exclusion
  • Occupation Guide
  • FBD Data Protection Declaration

  Brochures / Flyers

  • Income Protection Brochure
  • Life Choice Comprehensive Financial Protection

  Claims Forms

  • Income Protection CICA
  • Income Protection Claims Guide
  • Income Protection (Employer)

• Income on Death

  Application Forms

  • Life Choice Broker Online Declaration Form
  • Direct Debit Mandate
  • Flexible Trust Form - Joint Life
  • Income on Death FAQ Flyer
  • Life Choice Broker Portal Data Capture Form

  Brochures / Flyers

  • Income on Death Brochure

• Specified Illness

  Application Process

  • AML Questionnaire
  • Life Choice Important Information (Broker)
  • Life Choice Broker Portal Data Capture Form
  • Life Choice Policy Change Request Form
  • FBD Data Protection Declaration
  • FBD Protection Online Declaration

  Brochures / Flyers

  • Specified Illness Explained
  • Listing of Specified Illnesses
  • Life Choice Comprehensive Financial Protection

• Pension Term Assurance

  Application Process

  • Executive Pension Term Assurance Application
  • Personal Pension Term Assurance Important Information
  • Personal Pension Term Assurance Policy Conditions
  • Executive Pension Term Assurance Policy Conditions
  • Personal Pension Term Assurance Online Declaration CICA
  • Personal Pension Term Assurance Key Features
  • Executive Pension Term Assurance Key Features
  • Personal Pension Term Assurance Online Data Capture
  • FBD Personal Pension Term Assurance Online Declaration

  Brochures / Flyers

  • Personal Pension Term Assurance Brochure
  • Executive Pension Term Assurance Brochure

• Group Risk

  Application Forms

  • Group Death in Service and Disability Application
  • Death in Service Policy Conditions
  • Disability Policy Conditions

  Brochures / Flyers

  • Group Risk Employee Flyer
  • Death in Service Employee Group Risk Flyer
  • Disability Benefit Employee Group Risk Flyer
  • Group Risk Employer Brochure
  • Group Risk Technical Guide
  • Group Risk Quick Guide
  • Group Risk Checklist
  • Group Risk Key Features
  • Disability Benefit Exclusion Flyer

• Underwriting Documents

  Online data capture medical conditions questions

  • Online Data Capture Medical Conditions Questions

  Hobby questionnaires

  • Horse Riding
  • Motor Sport
  • Mountaineering & Rock Climbing
  • Other Hobby
  • Private Aviation
  • Sailing
  • Scuba Diving

  Declaration of health form

  • Corporate Pensions Declaration of Health

  Medical and financial limits & occupation guides

  • Life Choice Medical Limits
  • Life Choice Financial Limits
  • Income Protection Medical & Financial Limits
  • Occupation Guide

  Occupation, travel & residency questionnaires

  • Mining
  • Armed Forces
  • Fisherman
  • Foreign Travel
  • Oil Rig Workers
  • Residency

  Special terms explanatory flyers

  • Special Terms
  • Postpone
  • Decline
  • Information About Your Income Protection Exclusion

  Financial questionnaires

  • Business Loan Cover
  • Business Protection Cover
  • Keyperson Cover
  • Personal Cover

  Customer medical questionnaires

  • Accident Questionnaire
  • Anaemia Questionnaire
  • Arthritis Questionnaire
  • Chest Pain Questionnaire
  • Chronic Fatigue Questionnaire
  • Diabetes Questionnaire
  • Digestive System Questionnaire
  • Drug and Substance Abuse Questionnaire
  • Epilepsy Questionnaire
  • Eye or Ear Questionnaire
  • General Medical Questionnaire
  • Gout Questionnaire
  • Growth, Cyst, Lump & Tumour Questionnaire
  • Gynaecological Questionnaire CICA
  • Headache Migraine Questionnaire
  • Head Injury Questionnaire
  • High Blood Pressure Questionnaire
  • High Cholesterol Questionnaire
  • Joint Pain Questionnaire
  • Kidney Disorder Questionnaire
  • Mental Health Questionnaire
  • Mole Removal Questionnaire
  • Polyp - Colon, Cervical, Gallbladder, Larynx, Stomach Questionnaire
  • Skin Disorders Questionnaire
  • Thyroid Disorder Questionnaire
  • Asthma Questionnaire
  • Back Pain Questionnaire

  Other useful documents

  • Nurse Medical Screening Explained
  • New Ireland's Online Drilldown Tool
  • Request to Amend Smoker Status

• Claim Forms

  Application Forms

  • Death Claim Form
  • Hospital Cash
  • Broken Bones Claim Form
  • Protection Claims Team
  • Absence from Work & Accidental Injury
  • Critical Illness & Specified Illness
  • Total & Permanent Disability
  • Waiver of Premium

• Charges

  Broker

  • Protection Pricing

• Popular Forms & Info

  Change Of Address Request Form

  • Change of Address Request Form
  • Proof of Identity and Address Guide

  Declaration of health form

  • Declaration of Health

  Direct Debit Mandate

  • Direct Debit Mandate

  Plan Change Request Form

  • Life Choice Policy Change Request Form
  • Request to Amend Smoker Status

  Total Care/ Vision Plan - Plan Change Request Form

  • Protection Plan Change Request Form CICA

  Trust Declaration of a Controlling Person

  • Trust Declaration of a Controlling Person

investments

• Smart Funds.

  Application process

  • Declaration of receipt of Disclosure Information
  • CRS Entity/Organisation Self Certification Form
  • Self Administered Smart Funds Application
  • Trust Declaration of a Controlling Person
  • Confirmation of Source of Funds and Wealth
  • Declaration of Beneficial Ownership
  • FATCA Entity Questionnaire
  • Declaration of Beneficial Ownership
  • AML Questionnaire
  • Non Capital Secure SPI Declaration
  • CRS & FATCA Self Certification
  • FBD Attitude to Investment Risk
  • FBD Data Protection Declaration
  • FBD Smart Funds Online Declaration

  Brochures / booklets

  • Smart Funds Brochure
  • Smart Funds Key Features
  • SmartFunds Policy Conditions
  • Easy Access SmartFunds Flyer
  • Fund Matrix (ATR Risk Categories)
  • Smart Funds & Company Investments
  • Investing & Risk

  Fund flyers

  • North American Equity Fund
  • Alternative Energy Fund
  • High Yield Equity Fund
  • Spotlight Fund Flyer
  • Elements
  • European Equity Fund
  • UK Equity Indexed Fund
  • Global Equity Fund
  • Technology Indexed Fund
  • North American Equity Fund
  • North American Equity Indexed Fund
  • Balanced Managed Fund
  • Cash Fund
  • Ethical Equity Fund
  • Ethical Managed Fund Flyer
  • Gilt Fund
  • Income and Growth Fund
  • Spotlight Fund
  • IQEQ Defensive High Yield Fund (previously Davy Defensive High Yield Fund)
  • Discovery Fund
  • IQEQ High Yield Fund (previously Davy High Yield Fund)
  • Innovator Fund Flyer
  • Water Fund
  • Evergreen Fund
  • Absolute Return Bond Fund
  • BNY Mellon Global Real Return Fund Flyer
  • Trilogy II Fund

• FutureSave

  Application process

  • Declaration of receipt of Disclosure Information
  • CRS Entity/Organisation Self Certification Form
  • Trust Declaration of a Controlling Person
  • Declaration of Beneficial Ownership
  • FATCA Entity Questionnaire
  • Future Save Application
  • CRS & FATCA Self Certification
  • FBD Data Protection Declaration
  • FBD Attitude to Investment Risk
  • FBD Smart Funds Online Declaration

  Brochures / booklets

  • FutureSave Brochure
  • FutureSave Key Features
  • Fund Matrix (ATR Risk Categories)
  • Future Save Policy Conditions
  • Investing & Risk

• PRIME Funds

  Application process

  • Smart Funds Brochure

  Brochures / flyers

  • Fund Matrix (ATR Risk Categories)
  • PRIME Funds Brochure
  • PRIME Funds 2024 Enhancements FAQ
  • Fund Matrix (ATR Risk Categories)

• Sentinel II Fund

  Brochures & flyers

  • Sentinel II Fund Brochure
  • Sentinel II Fund flyer
  • Sentinel II Fund Flyer (alternative)
  • Sentinel II Fund Advisor flyer
  • Sentinel Fund II FAQ for Advisors

  Forms

  • Sentinel II Investment Top-Up Form
  • Sentinel II Fund Pension Top-Up Form
  • Sentinel II Fund Switch Form ePDF
  • Sentinel II Fund Switch Form
  • Sentinel II Fund Single Premium Executive Pension Top Up Form

• The iFunds Range

  Brochures / booklets

  • iFunds brochure
  • iFunds 3
  • iFunds 3 Alpha
  • iFunds 4
  • iFunds 4 Alpha
  • iFunds 5
  • iFunds Equities
  • Fund Matrix (ATR Risk Categories)
  • Walter Scott Global Equity Fund Flyer
  • Dodge & Cox Global Stock Fund Flyer
  • Schroder Global Equity Fund Flyer
  • Fulcrum Diversified Absolute Return Fund
  • PIMCO Global Agg Bond Flyer
  • SSGA Aggregate Global Bond Fund Flyer
  • Arrowstreet Global Equity Fund Flyer
  • M&G (Lux) Short Dated Corporate Bond Fund Flyer
  • JP Morgan Aggregate Bond Fund
  • SSGA Passive US Equity Fund Flyer
  • The iFunds Range - At a Glance
  • Why Recommend iFunds
  • The iFunds Range - Focus on Fund Managers

  Application process

  • FBD Data Protection Declaration
  • FBD Smart Funds Online Declaration

• Property

  Property Fund

  • Property Fund Flyer
  • Fund Matrix (ATR Risk Categories)

• BNY Mellon

  Newton GRRF

  • BNY Mellon Global Real Return Fund Flyer

  Insight ARB

  • Absolute Return Bond Fund

• Goodbody Asset Management

  Goodbody fund flyer

  • Goodbody Global Leaders Fund
  • Goodbody Global Smaller Companies Fund
  • Goodbody Dividend Income 3 Fund
  • Goodbody Dividend Income 4 Fund
  • Goodbody Dividend Income 6 Fund
  • Fund Matrix (ATR Risk Categories)

• Fund Centre Support Material

  Useful material

  • FATCA Q&A
  • Fund Centre Reporting User Guide.Final
  • The Importance of Diversification Slides 2018 (Schroders)
  • CRS & FATCA Self Certification

• iPort

  User guide/ questionnaire

  • Retirement Risk Questionnaire

  Ifunds material

  • iFunds brochure
  • iFunds 3
  • iFunds 3 Alpha
  • iFunds 4
  • iFunds 4 Alpha
  • iFunds 5
  • iFunds Equities

  Presentations

  • New Ireland launch iPort
  • The iFunds range

• Charges

  Broker

  • PSOL Member Video

• Popular Forms & Info

  Change Of Address Request Form

  • Change of Address Request Form
  • Proof of Identity and Address Guide
  • Fund Matrix (ATR Risk Categories)

  Direct Debit Mandate

  • Direct Debit Mandate

  Investment Top Up Form

  • Investment Top Up Form (Regular Premium & Single Premium)

  Regular/Single Premium Withdrawal Form

  • Withdrawal Form

  Trust Declaration of a Controlling Person

  • Trust Declaration of a Controlling Person

  Fund Matrix

  • Fund Matrix (ATR Risk Categories)

  ESG Preferences Guide

  • Sustainable Investment and Sustainable Preferences Guide
  • What does article 8 fund classification mean

pensions

• Personal Pensions

  Application process

  • Personal Pension Top-Up Form
  • Key Features
  • Personal Retirement Plan Application
  • Personal Retirement Plan Important Information
  • AML Questionnaire
  • FBD Attitude to Investment Risk
  • FBD Data Protection Declaration
  • FBD Personal Retirement Plan Online Declaration

  Brochures / booklets

  • Personal Retirement Plan - Policy Conditions
  • Personal Retirement Plan SP - Policy Conditions
  • Personal Retirement Plan Brochure

• Navigator Master Trust - Executive

  Application Process

  • Navigator Master Trust Executive Key Features
  • Navigator Master Trust Data Capture for Online Approved Executive Plan

  Booklets/Brochures

  • Navigator Master Trust Executive Investment Choice Booklet
  • Navigator Master Trust Executive Member Booklet
  • Navigator Master Trust Executive Flyer

• PRSAs

  Application process

  • Individual PRSA Application
  • Individual AVC PRSA Application
  • Individual Employer PRSA Application
  • Standard PRSA Important Information
  • Non Standard PRSA Important Information
  • Individual PRSA & AVC PRSA Top-Up Form
  • PRSA Employer Information and Contract (Section 121)
  • CPC Appendix B (ALL PRSAs)
  • CPC Appendix C (Non Standard PRSAs)
  • Key Features
  • AML Questionnaire
  • FBD Attitude to Investment Risk
  • FBD Data Protection Declaration
  • FBD Individual PRSA AVC PRSA Online Declaration

  Brochures / booklets

  • Individual PRSA Brochure
  • PRSA Policy Conditions
  • Employer's Guide to Group PRSAs
  • Company PRSA Employee Booklet

• AVCs

  Application process

  • Individual AVC PRSA Key Features
  • Group AVC Retirement Plan Employer Application
  • Individual AVC PRSA Application
  • FBD Attitude to Investment Risk
  • FBD Data Protection Declaration
  • FBD Individual PRSA AVC PRSA Online Declaration

  Brochures / booklets

  • Individual AVC PRSA Policy Conditions
  • Individual AVC PRSA Brochure
  • Group AVC Flyer

• PRBs

  Application process

  • Retirement Bond Application
  • Group PRB Application
  • Retirement Bond Key Features
  • Retirement Bond Important Information
  • FBD Attitude to Investment Risk
  • FBD Data Protection Declaration
  • Retirement Bond Data Capture and Declaration

  Brochures / booklets

  • Retirement Bond Policy Conditions
  • Personal Retirement Bond Brochure

• Group Pensions

  Group defined contribution schemes broker

  • Company PRSA Employee Booklet
  • Group Retirement Plan Rules

  Group defined contribution schemes employer brochures & flyers

  • Key Features Group Retirement Plan
  • Group Pension Key Features

  Group defined contribution schemes employer applications

  • Group Retirement Plan Employer Application
  • Group Retirement Plan Employer Application Pension Only
  • AML Questionnaire

  Group defined contribution schemes member applications

  • Pension Only Employee Application (Full Fund)
  • Risk Only Employee Application CICA
  • Risk Only Tele-interview Employee Application (50+ schemes only) CICA
  • Group Retirement Employee Application (Pension & Risk)
  • Group Retirement Plan Letter of Wishes Interactive
  • Pension & Risk Teleinterview Employee Application Investment Choice CICA

  Group defined contribution schemes member booklets

  • Group Retirement Plan Member Booklet
  • Investment Choice Member Guide

  Group defined contribution schemes member switch forms

  • Group Retirement Plan Switch Form (New Investment Choice)
  • Investment Options Full Fund Choice

  Group prsa employer brochure

  • Employer's Guide to Group PRSAs

  Group prsa member application

  • Group PRSA Employee Application

  Public sector avcs broker

  • Public Sector AVC Key Features

  Public sector avcs member brochures & flyers

  • Additional Life Cover- AVCs Flyer
  • AVC Top Up Flyer

  Public sector avcs member forms

  • Payroll Deduction AVC Life Cover Plan Change Request Form

• IRIS Lifestyle Strategies

  Customer brochures

  • IRIS Lifestyle Investment Strategy Brochure
  • Passive IRIS Lifestyle Invesment Strategy Brochure
  • IRIS Lifestyle Investment Strategy Brochure

  Customer flyers

  • Passive IRIS 2024 Enhancements Flyer
  • IRIS Customer Flyer
  • Passive IRIS Flyer

  Broker/advisor material

  • Conversation Starters Objection Handling

• ARF and Annuity

  Application process

  • FBD ARF_AMRF Application
  • Annuity Application (Including Enhanced)
  • FBD Personal Financial Review at Retirement
  • ARF Important Information
  • ARF Key Features
  • Annuity Key Features
  • FBD ARF Statement of Suitability
  • AML Questionnaire
  • FBD ARF & AMRF Online Declaration
  • FBD Attitude to Investment Risk
  • FBD Data Protection Declaration
  • FBD Pension Annuity Online Declaration

  Brochures / booklets

  • ARF Policy Conditions
  • Compulsory Purchase Annuity Policy Conditions
  • ARF Customer Brochure
  • Retirement Options Brochure

• Executive Pensions (closed to new business)

  Executive Pension Trustee Training Guide

  • Trustee Training Guide

  Top Up Forms

  • Group PRSA and Executive Pension Top-Up Form
  • Sentinel II Fund Single Premium Executive Pension Top Up Form

  Key Features

  • Executive Retirement Plan Key Features

• Technical Insights and Pensions Manual

  Manuals

  • Technical Times November 2016
  • Technical Times February 2016

• Pension Schemes Online (PSOL)

  Broker

  • PSOL Broker User Guide
  • PSOL Broker T&Cs
  • PSOL Fact Sheet
  • PSOL Flyer for Brokers

  Employer

  • PSOL Employer Guide
  • PSOL Employer T&Cs

  Employee

  • PSOL Employee User Guide
  • PSOL Member Guide
  • PSOL Member Video
  • PRSA Employee User Guide PSOL

• Popular Forms & Info

  Change Of Address Request Form

  • Change of Address Request Form
  • Proof of Identity and Address Guide

  Declaration of health form

  • Declaration of Health

  Direct Debit Mandate

  • Direct Debit Mandate

  Group PRSA & Exec Pension Top Up Form

  • Group PRSA and Executive Pension Top-Up Form

  Individual AVC PRSA & Pers Pens Top Up Form

  • Individual AVC PRSA and Personal Pension Top-Up Form

  Regular Premium Withdrawal Form

  • Withdrawal Form

  Single Premium Withdrawal Form

  • Single Premium Encashment Form

  Funds Matrix

  • Fund Matrix (ATR Risk Categories)

  ESG Preferences Guide

  • Sustainable Investment and Sustainable Preferences Guide
  • What does article 8 fund classification mean

• Charges

  Broker

  • Pensions Pricing