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Davy Select Approved Retirement Fund

Approved Retirement Fund

A personal, tax-efficient investment account that enables you to transfer all, or part, of the balance of your pension account upon receipt of your retirement lump sum.

Davy Select Approved Retirement Fund

This is a personal, tax-efficient investment account that enables you to transfer all, or part, of the balance of your pension account upon receipt of your retirement lump sum.

If you want to check your eligibility for a Davy Select Approved Retirement Fund, please contact the pensions team through davyselectpensions@davy.ie or 01 614 3311.

Pension accounts - Important information

There are a number of pension accounts (Execution Only) which Davy Select can arrange for investors who are comfortable making their own investments without advice.

These online accounts allow you to invest in shares, funds, exchange-traded funds (ETFs), and bonds. You can also hold cash on your account. The minimum initial amount required to open an account is €500, except for Personal Retirement Saving Accounts (PRSAs) where no minimum applies.

There are a range of pension structures available. For pension accounts, a member of our team will contact you. We are obliged to ensure that you have enough information to choose the account type and service level that best suits your needs.

By opening a Davy Select pension account you are choosing to access your account online through myDavy. You will also receive your account correspondence through myDavy. You will get an alert by email when new correspondence is available in your account.

Before you open a Davy Select Pension Account (Execution-Only), we recommend that you take the time to read and understand the terms, paying particular attention to the following sections.

Additional documents will be provided in relation to pension accounts, once you have selected the account type that is right for you.

We will not send you marketing material without your explicit consent. If you do not proceed with your application, your details will be deleted within six months, subject to our regulatory obligations. You can contact us in the meantime if you wish to alter or delete your details at davyselect@davy.ie.

Please ensure you have read the above Important Information section.

Open a pension account

Why Davy Select for ARFs

Transparent Fees

Access both a pension account and investment platform under one annual fee

Consolidated Charges

0.90% dealing charge per annum, no individual trading commission on investment purchases and sales

Client Success

A dedicated Pension Support team covering all your pension and investment queries

Investment Choice

We offer a large selection of global investments, including 6,900+ shares across 30 international exchanges and over 1,400 funds and 1,000 ETFs.

Our fees & charges

Learn more about the Davy Select fees and charges

Fees & Charges

Queries

If you need help with the online account opening form or have a question about your account, our customer service team are available in our Dublin office, from 8am to 5.30pm.

Email us at davyselectpensions@davy.ie We'll get back to you as soon as possible

Contact us at +353-1-614-3311 Monday - Friday 8am to 5:30pm

Go to https://www.davyselect.ie/terms For more information