LifePlan Investments
Become a Client
Take the next step with LifePlan Investments
Start your application with LifePlan Investments, established in Ireland in 1990. Tell us about the investment you are considering and provide your details using our form. Our advisers will help you understand the next steps.
Prefer to talk first? Book a consultation with one of our advisers to discuss your options. Pension and retirement planning enquiries can go straight to a consultation without choosing an investment product.
Your investment preferences
These are your preferences. Available terms depend on the product. “To maturity” applies to a product with a defined maturity date; funds without one need a preferred investment timeframe.
What to have ready
Have a valid passport, driving licence or national ID card ready, plus proof of your residential address dated within the last 90 days. A joint application needs these for both applicants. Corporate applications also need company, ownership and authority documents; the form explains what to upload.
You can add bank details for receiving interest, dividends or other income payments. This section is optional and can be completed later.
Complete your application
Follow five steps: Your investment; Your details; Your documents; Income payment details; Review and submit. Review everything before sending it to our team.
Submitting an application does not open an account or place an investment. One of our advisers will review your information and contact you about the next steps.
Please enable JavaScript to use interactive navigation and the client application. For assistance, call +353 1263 6364.