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Product

Initial Commission (year 1)

Trail Commission

Renewal Commission

Other Commission

Unit Linked Pension Products

Pre-Retirement

(PP, PRSA, CP & PRB)

Annual Premium

 

 

 

 

 

Max

17.5%

(1st Bullet)

0.5% trail

5%

17.5%

(Bullets X 3)

N/A

Single Premium

 

 

 

 

 

Max

5%

0.75%

N/A

N/A

Unit Linked

Pension products

Post Retirement (ARF / AMRF)


Single Premium

 

 

 

 

 

Max

5%

0.75%

N/A

N/A

Guaranteed Annuity

Single Premium

 

 

 

 

 

Max

3%

 

 

 

Investment Bonds

 

Single Premium

 

 

 

 

 

Max

3%

0.5%

N/A

N/A

Investment Only

Single Premium

 

 

 

 

 

Max

5%

0.5%

N/A

N/A

Savings Products

Annual Premium

 

 

 

 

 

Max

5.5%

(1st Bullet)

0.25% trail to year 8, 0.5% trail from year 9

5.5%

 

Bullets X 3

N/A

quote

To be clear the comprehensive financial plan we will provide for you is clear and practical financial advice that will develop your vision of the future and help you design a strategy to guide you to your goals. It is not prepared with a sale in mind. You will be free to transact our recommendations with another provider if you decide not to use Foundation Stone Financial Planning Limited for other services. If you choose us to implement portions of the plan, we will offset the cost of your plan production by any fees or commissions paid to the us by an investment or insurance provider.
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Foundation Stone Financial Planning Ltd is regulated by the Central Bank of Ireland

Get In Touch

Call or Email

Please contact our team at:
info@foundationstonefp.ie

+353 (087) 609 3675
+353 (056) 773 8551

Location

Foundation Stone Financial Planning Limited,
22 Stephen Street,
Kilkenny City,
County Kilkenny,
R95 TYC3

Terms Of Business

Privacy Notice

Foundation Stone Financial Planning Limited is Regulated by the Central Bank of Ireland
The company’s Registration Number is 644914

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