Documents

About the transfer

Select a  title to view, download or print the document  (some of these documents are very large)

Court order sanctioning the scheme

Policyholder booklet for transferring policyholders

Policyholder booklet for non-transferring Friends First policyholders

Revised scheme document

Reinsurance Agreement (Schedule 2 to the Scheme)

Deed of Charge (Schedule 1 to the Reinsurance Agreement)

Formal press notice

Draft PPFM - ALPI Irish With-Profits Fund

Chief Finance Actuary’s report

The supplementary report of the Chief Finance Actuary

With-Profits Actuary’s report

The supplementary report of the With-Profit Actuary

Head of Actuarial Function’s report

The supplementary report of the Head of Actuarial Function

Example letter - transferring policyholders in a with-profits fund

Example letter - transferring policyholders not in a with-profits fund

Example letter to transferring active claimants

Example letter to non-transferring Friends First policyholders

Example letter to non-transferring Friends First trustees

Example letter to non-transferring Friends First active claimants

Independent Expert's report

Select a title to view, download or print the document (some of these documents are very large)

Summary of the Independent Expert’s report

The Independent Expert’s full report

The Independent Expert's supplementary report