Scale of Fees and Commissions
Castle View Financial Services Limited
SCALE OF FEES
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These services are normally provided on a fee basis as set out below. Pension Advice & Reviews |
€200-€250 per hour depending on the complexity involved |
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Overall Financial Review |
€200-€250 per hour depending on the complexity involved |
SCALE OF COMMISSIONS
These services are usually provided on a commission basis whereby Castle View Financial Services Limited are remunerated directly by the product provider. The scale of commission for the arrangement of products is listed below. These services may also be provided on fee basis.
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Pensions Group Scheme, Executive, Personal, PRSA |
Regular Contributions: Level Commission Model: Up to 5% of annual contribution Initial & Renewal Commission Model: Up to 12.5% of annual contribution & annual renewal commission of up to 5% may also apply Fund based commission: Up to 1% per annum Single Contributions: Up to 5% of contribution Fund based commission: Up to 1% per annum |
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Annuity / Buy Out Bond |
2%-3% of amount invested Fund based commission: Up to 1% per annum |
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Personal Retirement Bond (Buy – Out Bond) |
2% – 5% of amount invested Fund based commission: Up to 1% per annum |
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Protection Term Assurance, Mortgage Protection, Specified Illness, Income Protection, Group Risk |
Term Assurance, Mortgage Protection, Specified Illness & Income Protection: Up to 180% of annual premium & annual renewal commission may also apply Group Risk: Between 6% and 12.5% of annual premium |
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Investment Bonds |
2%-5% of amount invested & annual renewal commission may also apply Fund based commission: Up to 1% per annum |
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Regular Savings Plans |
Up to 10% of annual premium and annual renewal commission of up to 5% may also apply Fund based commission: Up to 1% per annum |
Correct as at 31st March 2020
Castle View Financial Services Limited is regulated by the Central Bank of Ireland Registered Office: Blanchevillespark Clifden Kilkenny R95 AH58 Director: Gerry Farrell Registered No. 611062