LifePlan Investments
Client Support
Help with your existing arrangement
If you have a question about an application, product document or existing arrangement, contact us and explain what you need. We will help within the scope of your agreed service or direct you to the appropriate provider.
Contact: support@lifeplaninvestmentsltd.com; +353 1263 6364.
Applications and documents
Tell us if you need help understanding a form, locating a document or checking the status of an application. The product provider may need to answer questions about acceptance, valuations, transactions or payment processing.
Changes to your circumstances
Please let us know about changes to your contact details, residence or other circumstances relevant to the service. We may need supporting information before updating records or arranging a review.
Maturity and access enquiries
If a deposit or investment is approaching a key date, consult the terms and contact the relevant party in good time. Withdrawal, sale or renewal instructions must follow the process set out for the arrangement. Sending a general website message does not itself carry out a transaction.
Make communication easier
Let us know if you need information explained differently, help completing forms or another person included in discussions. We will discuss what support can be arranged and how any authority to act should be recorded.
If you would prefer to meet at our Dublin office, please arrange an appointment in advance. Visits are by appointment only, and the date and time must be confirmed before you attend.
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