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Special Savings Plus
 

For a limited period, we have a special offer on charges on the Zurich Life Special Savings Plus unit-linked savings plan. 

Here’s a summary of the features of the plan, including the reduced charges: -

  • 100% of each contribution is invested without deduction—no policy fee, bid/offer spread or other entry charge.
  • You have access to the full range of Zurich Life’s award-winning funds, including the Protected range of funds.

Reduced Annual Management Charge, as follows: -

   Regular Contribution Only  Lump Sum >=€7,500 with Regular Contribution
 Eagle Star Matrix Funds  1.5%  1%
 Protected and Threadneedle Funds  2.0%  1.5%

  • Low minimum contribution from €50.00 per month.
  • Ability to switch funds up to four times per year, for free.
  • Online access to monitor your savings plan.
  • Open-ended so you can continue to save for as long as you want.
  • As this plan is only suitable for people who are prepared to save for the medium-to-long term, there are penalties for cashing in your plan in the first five years, ranging from 5% in the first year to 1% in the fifth year.

 

24-hour Automated Information Pack Request

You can have an information pack with application form e-mailed to you 24 hours a day.  Simply send an e-mail to savings@ferga.com and the pack will be e-mailed to you by return.  Please note that the e-mail contains attachments and the total file size is approximately 2.4MB.  This process is automated and so the pack will be e-mailed to the address you are e-mailing from.  When you get your pack, do not reply to the savings@ferga.com e-mail address as it will simply send you another pack.  If you have queries about the savings plan, use our regular e-mail address info@ferga.com or ring us during office hours on (01) 6896804.

If you do not need financial advice before choosing this plan, you can simply apply now using the "Execution Only" declaration that is incorporated in the pack.  If you want our advice on the plan or it's suitability to your needs, please contact us during office hours. 

If you would prefer us to post you the pack rather than e-mailing it, you can e-mail us at info@ferga.com with your name and address.



 
 WARNING: The value of your investment may go down as well as up.


 

 

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