Scale of Fees and Commissions

Castle View Financial Services Limited 

SCALE OF FEES 

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 

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. 

 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 

Annuity / Buy Out Bond 

2%-3% of amount invested 

Fund based commission: Up to 1% per annum 

Personal Retirement Bond (Buy – Out Bond) 

2% – 5% of amount invested 

Fund based commission: Up to 1% per annum 

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 

Investment Bonds 

2%-5% of amount invested & annual renewal commission may also apply 

Fund based commission: Up to 1% per annum 

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 

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Gerry Farrell MBA, QFA, BA Hons

Managing Director - Castle View Financial Services Limited

11 Patrick Street, Kilkenny, R95 VNP4

T  056 781 7092

M 087 251 5094

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Castle View Financial Services Limited is regulated by the Central Bank of Ireland

Company registered number: 611062 | Registered address: Blanchevillespark, Clifden, Co Kilkenny, R95 AH58

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