Frequently Asked Questions

1. What is the minimum investment amount required to open an account with Merrion?

The minimum account size is €200,000 for an Advisory or Discretionary service. The minimum account size for an Execution Only account is €75,000. The minimum amounts for our funds vary so please call or email if you have a specific query on a fund.

2. How can I open an account?

Email query@merrion-capital.com or call us on 2404122 and we will arrange for one of our portfolio managers or a member of our pensions team (for pension accounts) to contact you to discuss your options or to arrange a meeting with you.

3. What documents are required to open an account?*

– a fully completed application form – valid proof of identity – valid proof of address * additional documents may be required depending on account type chosen. Application Forms

4. Where can I download an application form

Advisory/Discretionary Application form is available from the following link.

  Individual Application Form Individual Advisory/Discretionary Application Form

  Corporate Application Form Corporate Advisory/Discretionary Application Form

Execution Only Application form is available from the following link.

  Individual Application Form Individual Execution Only Application Form

  Corporate Application Form Corporate Execution Only Application Form

5. What fees will be charged on my account?

Fee Schedule is available from the following link. Fee Schedule

6. How do I transfer money into my account?

Bank details are available from the following link. Bank Details Please ensure to quote your account number in the reference field.

7. What is required to update my address?

We require two valid proofs of new address in order to update your existing address. Please contact Your portfolio manager on 01 2404… (Dealing line) or Client Services (execution only accounts) query@merrion-capital.com / 01 2404122 for further assistance.

8. How do I request a tax pack or statement of my account?

Please contact Client Services by email query@merrion-capital.com or by phone 01 2404122 and quote your account number and state your request and a member of our team will look after you.

9. How do I withdraw money from my account?

Please contact Client Services by email query@merrion-capital.com or by phone 01 2404122 and quote your account number and state your request and a member of our team will look after you.

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