N.B. To be completed on the headed stationary of the regulated firm.
I confirm that _____________________________________________________ (full name of grandfathered person) has been grandfathered in respect of the following functions:
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RETAIL FINANCIAL PRODUCTS |
Full function |
Part of a function |
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1. Life Assurance |
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a) Temporary assurance policies |
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b) Whole of life policies |
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c) Life assurance savings and investment policies |
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d) Tracker bond policies |
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e) Permanent health insurance policies |
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f) Industrial assurance business policies |
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2. Pensions |
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a) Occupational pensions schemes |
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b) Personal Pension Plans |
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c) Personal Retirement Savings Accounts (PRSAs) |
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d) Additional Voluntary Contributions (AVCs) |
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e) Approved retirement funds (ARFs) |
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f) Approved minimum retirement funds (AMRFs) |
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g) Annuities |
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