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 Key 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 Key Features
Small gifts exemption
Small gifts exemption savings plan