Scale of fees (All fees are exclusive of VAT)

These services are normally provided on a fee basis as set out below.

For any queries about these fees, contact us.






Scale of fees (All fees are exclusive of VAT)

These services are normally provided on a fee basis as set out below. For any queries about these fees, contact us.




Group Pension Schemes

Corporate Trustee Service

Individual consideration but broadly:


Initial Set-Up Charge: Up to €1,000.


Annual Maintenance: Maintenance fee of €1,500 per annum indexing in line with CPI plus servicing fee of up to €75 per member per annum.


Fund based commissions: 0 – 0.5% per annum.


This service can also be provided on a commission basis – see Scale of Commissions below.


Annual Fee: Depends on pension scheme size, but usually in the region of €100 plus up to €50 per member per annum.

Small Self-Administered Pension Schemes (SSAPS)

SSAPS Set-Up Fee: €2,000.


The annual maintenance fee above may be increased where the SSAPS invests in direct property.


Pensions Advice & Reviews: €200 – €250 per hour depending on complexity involved.


Overall Financial Review: €200 – €250 per hour depending on complexity involved.


Corporate Advisory Fees: are negotiated on a case by case basis but broadly €200 – €250 per hour.

Accountancy, Tax and Tax Planning

Income Tax Return Submission: €400 – €750 per return.


Specialists Tax Advice: €100 – €200 per hour (depending on the complexity of the query).


Sole Trader Income & Expenditure Account: €500 – €750.


Unaudited Company Accounts: €750 – €1,000.


Companies Office Return: €150.


Company Formation: €750.


Tax Registration: €150.

Scale of Commissions

Pensions – Group Scheme, Executive, Personal, PRSA Regular Contributions:


Level Commission Model: Up to 5% of annual contribution.


Initial & Renewal Commission Model: Up to 25% of annual contribution and annual renewal & commission of up to 5% may also apply.


Fund Based Commission: Up to 1% per annum.


Single Contributions: Up to 5% of contribution.


Fund Based Commission: Up to 1% per annum.

Group Pension Schemes Corporate Trustee Service

Individual consideration but broadly:


Initial Set-Up Charge: Up to €1,000.


Annual Maintenance: Maintenance fee of €1,500 per annum indexing in line with CPI plus servicing fee of up to €75 per member per annum.


Fund based commissions: 0 – 0.5% per annum.


This service can also be provided on a commission basis – see Scale of Commissions below.


Annual Fee: Depends on pension scheme size, but usually in the region of €100 plus up to €50 per member per annum.

Small Self-Administered Pension Schemes (SSAPS)

SSAPS Set-Up Fee: €2,000.


The annual maintenance fee above may be increased where the SSAPS invests in direct property.


Pensions Advice & Reviews: €200 – €250 per hour depending on complexity involved.


Overall Financial Review: €200 – €250 per hour depending on complexity involved.


Corporate Advisory Fees: are negotiated on a case by case basis but broadly €200 – €250 per hour.

Accountancy, Tax and Tax Planning

Income Tax Return Submission: €400 – €750 per return.


Specialists Tax Advice: €100 – €200 per hour (depending on the complexity of the query).


Sole Trader Income & Expenditure Account: €500 – €750.


Unaudited Company Accounts: €750 – €1,000.


Companies Office Return: €150.


Company Formation: €750.


Tax Registration: €150.

Scale of Commissions

Pensions – Group Scheme, Executive, Personal, PRSA Regular Contributions:


Level Commission Model: Up to 5% of annual contribution.


Initial & Renewal Commission Model: Up to 25% of annual contribution and annual renewal & commission of up to 5% may also apply.


Fund Based Commission: Up to 1% per annum.


Single Contributions: Up to 5% of contribution.


Fund Based Commission: Up to 1% per annum.

Buy out Bond/Approved Retirement Fund (ARF)/Approved Minimum Retirement Fund (AMRF):

Initial Commission: 2% – 5% of amount invested.


Fund based commission: Up to 1% per annum.


Protection: Term Assurance, Mortgage Protection, Specified Illness, Income Protection – up to 130% of annual premium & annual renewal commission may also apply.


Group Risk: Between 6% and 12.5% of annual premium.


Investment Bonds: 2% – 3% of amount invested & annual renewal commission may also apply.


Fund Based Commission: Up to 1% per annum.


Regular Savings Plan: Up to 25% of annual premium & annual renewal commission of up to 5% may also apply.


Fund Based Commission: Up to 1% per annum.


Structured Investment Products: Up to 5% of amount invested (usually built into product pricing structure).


Fund Based Commission: Up to 1% per annum.


Residential Mortgages & Re-mortgaging: 0.75% – 1% of loan amount.


Minimum Fee: €1,000 – Balance payable by client.


*Please note that some life insurance companies may pay additional remuneration, but this does not in any way affect the client’s contract.

Buy out Bond/Approved Retirement Fund (ARF)/Approved Minimum Retirement Fund (AMRF):

Initial Commission: 2% – 5% of amount invested.


Fund based commission: Up to 1% per annum.


Protection: Term Assurance, Mortgage Protection, Specified Illness, Income Protection – up to 130% of annual premium & annual renewal commission may also apply.


Group Risk: Between 6% and 12.5% of annual premium.


Investment Bonds: 2% – 3% of amount invested & annual renewal commission may also apply.


Fund Based Commission: Up to 1% per annum.


Regular Savings Plan: Up to 25% of annual premium & annual renewal commission of up to 5% may also apply.


Fund Based Commission: Up to 1% per annum.


Structured Investment Products: Up to 5% of amount invested (usually built into product pricing structure).


Fund Based Commission: Up to 1% per annum.


Residential Mortgages & Re-mortgaging: 0.75% – 1% of loan amount.


Minimum Fee: €1,000 – Balance payable by client.


*Please note that some life insurance companies may pay additional remuneration, but this does not in any way affect the client’s contract.

FIND US HERE

Diarmaid Blake and Lorna Egan

Money Maximising Advisors Limited

mmadvisors.ie

FIND US HERE

Diarmaid Blake and Lorna Egan

Money Maximising Advisors Limited

mmadvisors.ie

© 2020 Money Maximiser | Money Maximising Advisors Limited is regulated by the Central Bank of Ireland - C154250 | Privacy Policy

© 2020 Money Maximiser | Money Maximising Advisors Limited is regulated by the Central Bank of Ireland - C154250 | Privacy Policy