Group Retirement Plan Investment Choice - Fund Switch Form

Group Retirement Plan
Investment Choice - Fund Switch Form
This form should be completed if you would like to redirect your future contributions and/or existing fund to different funds from
that of your current selection.
Before making any changes , you should make sure that you have obtained sufficient information on the funds involved. Further
information is available from your Broker or Financial Advisor or from the New Ireland website. New Ireland also produces a booklet,
‘Investment Choice Members Guide’ which provides information on each of the funds available.
If you wish to change where both your future contributions and your existing funds are invested, please complete both sections B and C.
A. Personal details
Name:
Date of Birth:
D D M M Y Y Y Y
Employer’s Name:
Plan Name:
Pension Plan Number:
B. Investment instructions – future contributions
Depending on the nature of your Pension Plan, investment choice may be restricted to your Additional Voluntary Contributions.
Please refer to your employer or the Trustees of your Pension Plan regarding this.
Please complete below the funds and percentages to which future contributions are to be invested, ensuring your selection adds up to 100%.
FUND NAME EMPLOYER EMPLOYEE AVC
Lifestyle
Passive IRIS** (1) % % %
IRIS Retirement Fund % % %
Pension Indexed Eurozone Long Bond Fund** % % %
Low Risk
Pension Cash Fund** % % %
Other Cash Fund # % % %
Medium Risk
Protected Assets Fund (pension)* % % %
Elements (pension)* % % %
BNYM Global Real Return Fund (pension) † % % %
Medium to High Risk
Pension Managed Fund % % %
Pension Consensus Fund** % % %
Pension Evergreen Fund % % %
High Risk
Pension Indexed All Equity Fund** % % %
Innovator Fund (pension)* % % %
TOTAL 100% 100% 100%
* The management charge on this fund is 0.25% p.a. above standard.
** The management charge on this fund is 0.1% p.a. below standard.
†The management charge on this fund is 0.35% p.a. above standard.
(1) Previously known as Consensus IRIS
# New Ireland may from time to time provide additional cash funds for
members. Further details are available from your broker or financial advisor.
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C. Investment instructions – existing fund
Depending on the nature of your Pension Plan, investment choice may be restricted to your Additional Voluntary Contributions.
Please refer to your employer or the Trustees of your Pension Plan regarding this.
Please complete below the funds and percentages to which the existing fund is to be invested, ensuring your selection adds up to 100%.
FUND NAME EMPLOYER EMPLOYEE AVC
Lifestyle
Passive IRIS** (1) % % %
IRIS Retirement Fund % % %
Pension Indexed Eurozone Long Bond Fund** % % %
Low Risk
Pension Cash Fund** % % %
Other Cash Fund # % % %
Medium Risk
Protected Assets Fund (pension)* % % %
Elements (pension)* % % %
BNYM Global Real Return Fund (pension) † % % %
Medium to High Risk
Pension Managed Fund % % %
Pension Consensus Fund** % % %
Pension Evergreen Fund % % %
High Risk
Pension Indexed All Equity Fund** % % %
Innovator Fund (pension)* % % %
TOTAL 100% 100% 100%
* The management charge on this fund is 0.25% p.a. above standard.
** The management charge on this fund is 0.1% p.a. below standard.
†The management charge on this fund is 0.35% p.a. above standard.
(1) Previously known as Consensus IRIS
# New Ireland may from time to time provide additional cash funds for
members. Further details are available from your broker or financial advisor.
D. Member declaration
Please sign if section(s) B and/or C were completed.
I confirm that I have received and read a copy of the ‘Investment Choice Members Guide’ and that the charges associated with each fund
selected have been fully explained to me.
I confirm that the risks associated with the fund(s) I have selected have been fully explained to me and I confirm that the fund(s) selected
is/are in accordance with my attitude to risk.
I authorise the redirection of future contributions as indicated in Part B and/or the switching of existing funds as indicated in Part C and
request the Trustees and New Ireland to action the instructions given.
I understand that neither the Trustees nor New Ireland are liable for the investment performance of the funds selected by me.
I understand and accept that any changes will only take place on the next day that unit prices are calculated following receipt of the fully
completed form at New Ireland’s head office.
Signature of Employee:
Date:
D D M M Y Y Y Y
Once completed, this form should be sent to ‘Group Pensions’ at the New Ireland Assurance address below or given to the Pension
Administrator within your company.
New Ireland Assurance Company plc.,
11-12 Dawson Street, Dublin 2. T: (01) 617 2000 F: (01) 617 2075. E: info@newireland.ie W: www.newireland.ie
New Ireland Assurance Company plc is regulated by the Central Bank of Ireland. A member of Bank of Ireland Group.
301288 V5.12.12
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