Compass Plan

To help you make an informed decision about the Compass Portugal and the investment options within the plan, we will provide you with:

  • A Key Information Document or ‘KID’ for the plan and
  • A Specific Information Document or ‘SID’ for your chosen investment strategy.

Create your information pack

We will add a Key Information Document for the plan to your information pack.

Please follow the steps below in order to select the Specific Information Document for your chosen investment strategy and complete your pack. Just click Step 1 to start.

Step1

SELECT AN INVESTMENT STRATEGY

Step2

CONFIRM YOUR PACK INFORMATION

Step3

CHOOSE HOW TO RECEIVE YOUR PACK

Step1

SELECT AN INVESTMENT STRATEGY

Step2

CONFIRM YOUR PACK INFORMATION

Step3

CHOOSE HOW TO RECEIVE YOUR PACK



https://www.utmost.ie/wealth-solutions/portugal/compass-plan/key-information/