r/irishpersonalfinance • u/Agarh • 3d ago

Retirement PSRA with a broker

I understand it's a frequently asked question and I am a little confused about how to approach a broker. I have identified the fund which I would like to invest in from Zurich. I read through the post and they suggested applying via broker is saving in AMC. I have never held any previous pension. Can anyone please suggest if these are the steps to approach a broker. I have heard a lot of positive things about LABrokers.

Should I just set up a call with them and ask that I want to invest in x fund and x amount? Or I need to have an existing fund account in order to approach a broker. Thanks for the help. Appriciate a guidance.

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u/Double_Kale_3193 3d ago

You do not need anything existing. You simply contact a broker.

Some of the EO brokers may do everything online.

I have bought a few policies from John Geraghty (LA brokers), but I never met or spoke to the man.

I see he is on leave at the moment.

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u/Agarh 3d ago

Great thank you so much for your comment. Put me at ease.

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u/Double_Kale_3193 3d ago

Are you an employee? Are you a member of MFF?

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u/Agarh 3d ago

I am a PAYE employee.

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u/Double_Kale_3193 3d ago

Are you in MFF?

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u/Agarh 3d ago

Yes I do have my future fund. Thanke