Secure Cash Jan 2018
Declaration/Switch Form
Customer Name(s):
Product Name:
Policy Number:
(For Existing Customers Only)
FOR NEW CUSTOMERS: If you are a new customer wishing to invest in Secure Cash Jan 2018, please read the declaration and
indicate your acceptance of the terms by signing where indicated below. Please note Secure Cash Jan 2018 may not be available
with all products. Please consult with your financial advisor to confirm fund availability.
FOR EXISTING CUSTOMERS: If you are an existing customer wishing to switch some or all of your investment into Secure Cash
Jan 2018, please read the declaration and indicate the amount or % of your investment to be switched to Secure Cash Jan 2018.
Please indicate your acceptance of the terms by signing the form where indicated below. Please note New Ireland Assurance
reserves the right to disallow switches to certain funds. Please consult with your financial advisor to confirm your ability to
switch to Secure Cash Jan 2018.
Secure Cash Jan 2018
I confirm that I have received and read the Secure Cash Jan 2018 information leaflet and I understand the terms set out. I am
aware Secure Cash Jan 2018 provides a return of 4.75% p.a., before charges and tax (where applicable), until 30 January 2018.
I understand I cannot access my investment in Secure Cash Jan 2018 at any time before 30 January 2018 and I am aware the
value of my investment may be less than the amount invested at any time in advance of this date.
I understand the capital security and the security of the return on my investment in Secure Cash Jan 2018 only applies on 30
January 2018. I also understand that to provide the capital protection and the return on the amount invested in Secure Cash
Jan 2018, New Ireland Assurance Company plc will hold a deposit with Bank of Ireland and this deposit is not covered by the
Credit Institutions (Eligible Liabilities Guarantee) Scheme, 2009. I note that New Ireland is committed to passing on to me,
the policyholder, the amount received from Bank of Ireland on 30 January 2018. If, for any reason, New Ireland is not repaid its
deposit in part or in full, I understand I may not receive back some or all of the amount invested. I note that my investment will
continue to be in a life assurance policy / pension policy with New Ireland and I will not hold a deposit.
I understand that after the 30 January 2018 the fixed return of 4.75% p.a., the capital protection and the protection of the
investment return will no longer apply. After this date, I understand that the return on my investment in Secure Cash Jan 2018
will be variable and will be the same as the returns available under the New Ireland Cash Fund less policy charges (which will
continue to apply) and tax (where applicable).
For Pension customers only – I confirm that I do not intend to retire before 30 January 2018.
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For Existing Customers:
Existing Fund Name Existing Fund Amount to be switched
or % to be switched 1)
2)
3)
4)
I wish to switch to Secure Cash Jan 2018 fund as indicated above. I confirm I have read and I understand the terms of the
Secure Cash Jan 2018 fund and I understand and accept the terms as set out.
For New Customers:
I wish to invest in the Secure Cash Jan 2018 fund as indicated on my application and I understand and accept the terms as set
out.
Signed:
(Customer 1)
Date:
Signed:
(Customer 2, if applicable)
Date:
D
D
M
M
Y
Y
Y
Y
D
D
M
M
Y
Y
Y
Y
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.
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