How to Buy a PRSA
If you have already decided what product you require, and how much you want to invest, without any financial advice from us, this is known as en Execution Only transaction. Contact us with details of the PRSA product you want to buy and your own home address, and we will send you the necessary documentation.
If you require our advice, we are obliged by law to obtain sufficient financial information about you, before we can recommend a particular PRSA product. Let us know your home address, e-mail address and daytime contact phone number and we will send you a "Fact Find" (a short questionnaire about your financial details and investment objectives). You should complete this and return it to us with a cheque for €100.00 made payable to Ferguson & Associates. This €100.00 fee will be fully refunded to you if you open a PRSA through Ferguson & Associates. We charge this fee to discourage people who would seek the benefit our advice and expertise in choosing a product, but then transact their business elsewhere. We cannot offer advice about particular PRSA products unless you complete the Fact Find.
If you are an employer, let us know your location and the number of employees in your employment who are not eligible to join a pension scheme, and we can discuss our Employers' PRSA Service with you.
Ph. (01) 6896804 Fax. (01) 6896803 E-mail info@ferga.com