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.

Policy Basis *

Single Joint

Please select a policy basis.

Policy Start Date *

Please select a start date.

Regular Contribution Amount * 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.

Once-off Contribution (optional) 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.

Gender *

Please select a gender.

Marital Status *

Please select your marital status.

Title *

Please select a title.

First Name *

Please enter your first name.

Surname *

Please enter your surname.

Date of Birth *

Please enter your full date of birth.

Gender *

Please select a gender.

Marital Status *

Please select marital status.

Title *

Please select a title.

First Name *

Please enter the first name.

Surname *

Please enter the surname.

Date of Birth *

Please enter the full date of birth.

Address & Contact

Your residential address and contact information.

Find your address Search by address, town, or Eircode — or fill in the fields manually below

Eircode

Please enter a valid Eircode (e.g. A65 F4E2).

Residential Address Line 1 *

Please enter your address.

Residential Address Line 2

Residential Address Line 3

Residential Address Line 4

Residential Address Line 5

Country of Nationality *

Please select a country.

Mobile Number *

Please enter your mobile number.

Email Address *

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.

Same as First Owner

Find address Search by address, town, or Eircode — or fill in manually below

Eircode

Please enter a valid Eircode (e.g. A65 F4E2).

Residential Address Line 1 *

Please enter the address.

Residential Address Line 2

Residential Address Line 3

Residential Address Line 4

Residential Address Line 5

Country of Nationality *

Please select a country.

Mobile Number *

Please enter a mobile number.

Email Address *

Please enter a valid email address.

✓

Thank You!

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

Access Required

Regular Saver Application

Your Savings Plan

About You

Address & Contact

Tax & Regulatory

Payment Details

Source of Wealth & Documents

Thank You!

Access Required

Regular Saver Application

Your Savings Plan

About You

Address & Contact

Tax & Regulatory

Payment Details

Source of Wealth & Documents

Save & Complete Later

Progress Saved

Thank You!

Politically Exposed Person (PEP)

PPS Number