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Version date: 19 October 2011 - onwards
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Appendix C Non-Standard Personal Retirement Savings Account (effective from 1 January 2012)

Declaration

To be completed by the vendor (whether product producer or intermediary).

Name of Consumer to whom a non-Standard PRSA has been offered or recommended: (Print name in block capital letters)

Name of Non-Standard PRSA offered to the Consumer:

Name of Non-Standard PRSA Product Producer:

a) I declare that I have explained to this consumer that there are differences between a Non-Standard PRSA and Standard PRSA, and focused on the fact that the charges may be higher and the investment risks are greater for this non-Standard PRSA.

b) I declare that in my opinion it is in the best interest of the above named consumer to purchase this non-Standard PRSA.

c) I declare that in my opinion the non-Standard PRSA I have offered/recommended to the above named consumer is the PRSA product most suited to this consumer from among all those I am able to provide.

Comparing proposed amendment...