Clear Regular Invest is a long-term life assurance savings plan. If you want to make regular payments into expertly managed funds, with the flexibility to increase your payments over time, this might be the plan for you. We’ve partnered with Irish Life, Ireland’s leading Life Insurance and Pensions provider, to bring this investment option to you.
Clear Regular Invest offers access to eight professionally managed funds, including:
Each fund operates under the Dynamic Share to Cash (DSC) model, which aims to reduce exposure to stock market downturns by shifting investments between shares and cash based on market trends.
Here is a clear breakdown of the costs involved:
There are no additional hidden charges, so you always know what you're paying.
Clear Regular Invest is currently only available to existing PTSB customers. Some customers may need to visit a branch for identity verification.
To use Clear Regular Invest, you must meet the following eligibility criteria:
| You must be | You must not be |
|
Between the ages of 18 and 69 |
A US citizen |
|
Living in the Republic of Ireland |
A politically exposed person (PEP) |
|
A tax resident only in the Republic of Ireland |
A relative or close associate of a PEP |
Investors will be subject to anti-money laundering checks and required to provide identification, such as a passport and a utility bill as proof of address.
Unsure about which investment options are suited for your financial goals? Our expert Financial Advisors are here to help.
We’ve partnered with Irish Life to bring you this complimentary service.
Your Financial Advisor will meet you at your local branch or through an online video call.
After your review, you’ll get your personalised plan from your Advisor.
Contact Irish Life on +353 1 704 10 10. Lines are open Monday to Friday, 9am to 5:30pm, or email customerservice@irishlife.ie.
Warning: The value of your investment may go down as well as up.
Warning: This product may be affected by changes in currency exchange rates.
Warning: If you invest in this product you may lose some or all of the money you invest.
Permanent TSB plc trading as PTSB is regulated by the Central Bank of Ireland. Permanent TSB plc is tied to Irish Life Assurance plc for life and pensions products. Irish Life Assurance plc is regulated by the Central Bank of Ireland.
A long-term life assurance plan for those looking to invest a lump sum into expertly managed funds.
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