Savings document store

Application forms

Pinnacle application form, plus deeds of assignment, PEP/RCA and FATCA forms

Booklets and sales supports

Product booklets and supports to use with your clients

Terms & conditions

for the Pinnacle savings plan

€3000 small gift exemption

Information and support documents on the €3,000 small gift exemption

Advisory Services supports

Information on exit tax, gift tax and tax treatment of corporate investors.