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Regular Saver Application

Before you begin, make sure you have:

  • PPS number
  • Bank details (IBAN)
  • Photo ID (passport or driving licence)
  • Proof of address (utility bill or bank statement dated within 6 months)

The information you provide in this form will be entered by your Penny Financial Advisor on your behalf, and with your authority, to apply for a Regular Savings account. Before the application is submitted to the life company, you will have the opportunity to review the information and confirm that all questions have been answered honestly and with reasonable care.

You will then be required to digitally sign two documents to complete the application:

  • Via DocuSign, which will be sent to you by Penny.
  • Via a secure signing link, which uses two-factor authentication and will require access to your mobile phone and email address.

This process helps ensure your application is secure and correctly authorised.

Want help from a Penny advisor?

Leave your email and we'll be in touch.

Your Savings Plan

Choose your policy type and contribution details.

Please select a policy basis.
Please select a start date.
You can save between €100 (min) and €2,500 (max) per month into this Regular Saver.
Please enter a contribution amount.

Your contributions are collected monthly by Direct Debit.

You can contribute a minimum once-off amount of €500 up to a maximum of €500,000 per annum into this Regular Saver.
Please enter a valid amount.

About You

Tell us a bit about yourself.

Please select a gender.
Please select your marital status.
Please select a title.
Please enter your first name.
Please enter your surname.
Please enter your full date of birth.

Address & Contact

Your residential address and contact information.

Search by address, town, or Eircode — or fill in the fields manually below
Please enter a valid Eircode (e.g. A65 F4E2).
Please enter your address.
Please select a country.
Please enter your mobile number.
Please enter a valid email address.

Email addresses and mobile contact for each policy owner are compulsory as they will be used for the online approval process.

Tax & Regulatory

Required information for tax and regulatory compliance.

Please enter your PPSN.
Please select an option.
Please select an option.
Please select an option.
Please enter your occupation.
Please select an option.

Payment Details

Set up your Direct Debit for regular contributions.

Please select who is paying.
Please enter the first name.
Please enter the surname.
Please select a gender.
Please select an option.
Search by address, town, or Eircode — or fill in manually below
Please enter the address.
Please select a country.
Please enter the relationship.
Please enter the occupation.
Please select an option.
Please select a collection date.

If billing date is not specified this will default to the 1st of the month.

Please enter the account holder name.
Enter without spaces
Please enter a valid IBAN.
Please enter the bank name.
Please enter a valid BIC (8 or 11 characters).

Source of Wealth & Documents

Help us understand the origin of your funds and upload required documents.

Please select at least one source of wealth.
Please specify your other source of wealth.
Provide as much detail as possible in relation to source of wealth.
Please provide details about your source of wealth.
Utility bill or bank statement, dated within the last 6 months

Click to upload or drag and drop

PDF, JPG or PNG (max 10MB)

Please upload proof of address.
Passport or driving licence

Click to upload or drag and drop

PDF, JPG or PNG (max 10MB)

Please upload photo ID.
You can find your PPS number on your payslip, Revenue documents, or by logging in to your Revenue myAccount.

Click to upload or drag and drop

PDF, JPG or PNG (max 10MB)

Please upload evidence of PPSN.

Thank You!

Your application has been submitted successfully.
We will be in touch shortly.