Savings Document Store

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Application Forms

 Deed of assignment - Pinnacle savings plan
 Direct debit mandate
 Foreign tax residency supplementary form
 Indemnity small gifts exemption plans
 PEP RCA supplementary form
 Pinnacle application form
 Section 73 Gift Tax Cover Letter

Booklets

 Pinnacle booklet

Broker flyer

 Multi Manager Target Return Fund flyer

Terms and Conditions

 Pinnacle terms and conditions

Sales Supports

 Distance marketing – Schedule 1
 Pinnacle 4 page flyer
  Pinnacle fey features
 Pinnacle Standard Fund Threshold flyer
 Range of returns flyer
 Small gifts exemption
 Small gifts exemption savings plan

Advisory Services Supporting Documents

 Exit tax
 Using life insurance to fund gift tax

Advisory Services Supports

 Revenue declaration, Irish resident at date of commencement
 Revenue declaration, non resident at date of commencement

Documents

 Withdrawal form

€3,000 Small Gift Exemption documentation

 Deed of assignment - Pinnacle savings plan
 Indemnity small gifts exemption plans
 Pinnacle application form
 Pinnacle booklet
  Pinnacle fey features
 Small gifts exemption
 Small gifts exemption savings plan