LifePlan Investments
How We Help
A clear process from the first conversation
Financial decisions are easier to approach when you understand the steps involved. We explain what happens next, what information is needed and the scope of the service we can provide.
Step 1 Tell us what you want to achieve
Start a client application or book a consultation with one of our advisers. Tell us your plans and country of residence so we can establish the service available. For a meeting at our Dublin office, please book and receive confirmation before attending; visits are by appointment only.
Step 2 Understand the service
We explain the scope of our service, the providers available and the support included. We are not tied to a single bank or asset manager. You receive our Terms of Business and an explanation of provider remuneration and product charges before proceeding.
Step 3 Build a fuller picture
We ask about your objectives, circumstances and experience. The information needed depends on the service and product. We explain any assessment required and who is responsible for it. Identity and source-of-funds information may also be needed.
We explain why information is requested and how to provide it. You can ask for help if you are unsure about a question.
Step 4 Review the product information
We explain the terms, charges, access conditions and risks and help you obtain the relevant product documents. Where personal advice is included in your agreed service, its scope and the responsibility for providing it are made clear. You can ask questions before deciding.
Step 5 Complete the application
If you choose to proceed, we guide you through the provider’s application requirements. The provider completes its own acceptance process. An enquiry or submitted form does not by itself open an account or secure an investment.
Funding instructions identify the account designated by the relevant provider. Before making a transfer, confirm those details with the provider through a trusted contact method.
Step 6 Know what happens afterwards
Your documentation explains the provider’s confirmation, statements, access arrangements and any cancellation rights. We clarify what support or reviews are included in the service you have agreed and whom to contact with questions.
You remain involved in each decision
We welcome questions and will explain unfamiliar terms. If you need extra time, assistance completing a form or another person included in a conversation, let us know.
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