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What’s New on Fund Centre?

Upload your own PDFs & word documents into your report

Graph performance charts to include in your report

Customise date ranges for performance within factsheets

Receive a professional customised PDF at the click of a button!

Create a detailed professional report:

We are delighted to launch enhanced features to our reporting tool on Fund Centre and are confident that these changes will help you reach out to new and existing clients by providing them with a professional detailed report.

Note: It is the responsibility of the financial advisor or other staff member compiling this report, to ensure that any information or documents selected to be included as part of the report are documents which have been approved by Bank of Ireland Life and are appropriate for inclusion in the report.


Build Your Own Report – How To Get Started

We have created the reporting tool as a hidden link which means once you type in the link reports.fundcentre.bankofireland.com and save as a “Favourite” you can easily access this page anytime you want.

➤ Enter the web address: reports.fundcentre.bankofireland.com

➤ Click the blue button:

➤ Click “Favourites” on your toolbar

➤ Click “Add to Favourite Bar”

You won’t find the “reporting tool” by browsing the BOI website but by following the above steps you can access the tool whenever you want!

Easy Steps To Building Your Own Report

•Customise your report with your name and your customer’s name

•Select the performance you want shown - you can now customise date ranges.

•Regulatory Line You must select your relevant title i.e. “Insurance & Investment Manager” or “Premier Wealth Manager” as the correct legal lines will feed into the the back cover of the Investment Report.

All other users can select “Bank of Ireland Life” option.

Enhance your report with useful information pages

Select the performance factsheets you want included

Click here to build your report.

1 Customise Report – You can can personalise your report and select the performance you want shown; either “month end”, “latest date available” or you can “customise your date ranges” for performance

2 Optional Pages – You can enhance your report by choosing to include useful information pages which have all been prepared for you, such as detailed fund flyers, market commentary, key market facts or include fund manager information if you so wish

3 Select Fund Factsheets – Pick the fund performance factsheets that you want included in your report

4 Additional Options – Upload PDFs and word documents into your report – Graph a performance chart and include in your report

5 Organise your Report – You have the ability to layout your report in a format that suits you

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- Upload PDFs & word docs

- Graph performance charts to include in your report

More information on – Additional Options

Section allows you to:

• Upload your own PDFs and word documents into your report• Graph performance charts to include in your report

Note: It is the responsibility of the financial advisor or other staff member compiling this report, to ensure that any information or documents selected to be included as part of the report are documents which have been approved by Bank of Ireland Life and are appropriate for inclusion in the report.

Example: Upload a document to enhance your report

e.g. a cover letter

Example: Create a Comparison Chart and include

in your report

Sample Cover Letter

Private and confidential John Bloggs 12 Sunny Street Long Avenue Long Road Kildare Ireland 16 September 2015 Dear John, Following our recent meeting, I am pleased to enclose a copy of your Investment Report. This Report includes: • an overview of your investment risk profile • details of the investment option I am recommending for you • details of a performance comparison chart for the recommended fund • a global stock market Commentary Choosing where to invest your money is an important decision. I recommend you read through the attached Report and the fund literature available to understand the features of the investment recommendation. I’ll be in contact shortly. If you have any questions in the meantime please contact me directly. Yours sincerely, “Sample” Insurance & Investment Manager

Performance Chart

Selected Funds

Fund Performance

iFunds 3 iFunds 3 7.1%


Performance

Fund Name 1Mth 3Mth YTD 1Yr 3Yrs 5Yrs 10Yrs Performance to

iFunds 3 -0.2% -1.9% 0.9% 1.5% - - - 05-10-2015

iFunds 4 -0.4% -3.4% 1.1% 3.1% - - - 05-10-2015

Calendar Year Performance

Fund Name 2014 2013 2012 2011 2010

iFunds 3 - - - - -

iFunds 4 - - - - -

Warning: These funds may be affected by changes in currency exchange rates.Warning: The value of your investment may go down as well as up.Warning: Past performance is not a reliable guide to future performance.Warning: If you invest in these funds you may lose some or all of the money you invest.

NOTE! The basis used for calculating the performance/price of the above Fund(s) may vary depending on the Fund(s) selected. For performance quoted greater than a year, figures are annualised. Closedmeans that the fund is closed to New Business. Please refer to the actual Factsheet for the particular Fund for details of the basis used for calculating the performance/price of that particular Fund. The date ofthe prices shown is the date on which the prices were calculated using close of market prices on the previous working day. Any stock market indicesʼ returns displayed reflect the returns to the previous workingday. Fund prices shown reflect one series of that particular fund. To find the latest price of your fund series, please select the Series button.

Fund PerformanceFund PerformanceFund PerformanceFund Performancef rom 17-02-2014 to 05-10-2015f rom 17-02-2014 to 05-10-2015f rom 17-02-2014 to 05-10-2015f rom 17-02-2014 to 05-10-2015

May '14 Sep '14 Jan '15 May '15 Sep '15

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Professional Reports At The Click Of A Button!

Sample Investment Report

At the click of a button Fund Centre will generate a professional Investment Report tailored to your customer’s needs. This report is branded with the Bank of Ireland Life logo. Our new reporting tool will help support the way you currently do business.

Important information for

you and your customer

Personalise to your customer

Include a detailed Fund Factsheet

Performance Chart

Selected Funds

Fund Performance



Performance

Fund Name 1Mth 3Mth YTD 1Yr 3Yrs 5Yrs 10Yrs Performance to

iFunds 3 -0.2% -1.9% 0.9% 1.5% - - - 05-10-2015

iFunds 4 -0.4% -3.4% 1.1% 3.1% - - - 05-10-2015

Calendar Year Performance

Fund Name 2014 2013 2012 2011 2010

iFunds 3 - - - - -

iFunds 4 - - - - -

Warning: These funds may be affected by changes in currency exchange rates.Warning: The value of your investment may go down as well as up.Warning: Past performance is not a reliable guide to future performance.Warning: If you invest in these funds you may lose some or all of the money you invest.

NOTE! The basis used for calculating the performance/price of the above Fund(s) may vary depending on the Fund(s) selected. For performance quoted greater than a year, figures are annualised. Closedmeans that the fund is closed to New Business. Please refer to the actual Factsheet for the particular Fund for details of the basis used for calculating the performance/price of that particular Fund. The date ofthe prices shown is the date on which the prices were calculated using close of market prices on the previous working day. Any stock market indicesʼ returns displayed reflect the returns to the previous workingday. Fund prices shown reflect one series of that particular fund. To find the latest price of your fund series, please select the Series button.



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Upload a PDF or word doc e.g. a cover letter (ensure

you have legal sign-off)

Include a Comparison Chart

Enhance your report with a market commentary

Your selected performance Fund Factsheet with

customised date ranges

Investment Manager

Diversified by: Diversified by:Diversified by:

Asset ClassFunds

iFunds 3 is a diversified portfolio of funds designed and managed for customers looking for a low to medium risk investment. Risk within iFunds 3 is managed in a number of different ways:

•By providing exposure to leading investment managers•By providing exposure to a diverse range of asset classes•By ensuring the mix and type of assets are suitable for the targeted risk level.

Each fund within the portfolio has been carefully selected for its contribution to the aim of iFunds 3. This could be the fund’s individual characteristics, such as its ability to manage risk and generate return, or its ability to complement other components in the portfolio, such as providing exposure to alternative sources of investment return.

* For some funds, the equity or bond assets in that fund may be used for the purpose of securities lending in order to earn an additional return for the fund. While securities lending increases the level of risk within a fund, it also provides an opportunity to increase the investment return.

To earn a good rate of return for the fund’s risk level.

Overview*

Investment Aim

Source: Bank of Ireland Life, 30 June 2015

33

44

55

EquitiesEquities

– A Truly Diversified Offering

1 2 3 4 5 6 7

VERY LOW VERY HIGH

3

Low to Medium Risk

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55

EquitiesEquities

Page 1

Warning: The value of your investment may go down as well as up.Warning: These funds may be affected by changes in currency exchange rates.Warning: If you invest in these funds you may lose some or all of the money you invest.

The information above is correct as at 30 June 2015 and is for illustration purposes only. The investment managers, funds and asset mixes may change over

time. Up to date information is available from your Insurance & Investments Manager or from fundcentre.bankofireland.com

45.5% State Street Global Advisors

28.8% Insight Investment

15.8% Newton

5.9% Davy Asset Management

4.0% Structured Fund

33.3% Elements

20.9% BNYM Absolute Return Bond Fund

15.8% BNYM Global Real Return Fund

12.1% Property Fund

8.0% Insight Broad Opportunities Fund

5.9% Davy Defensive High Yield Fund

4.0% Protected Assets Fund

24.8% Alternatives

23.1% Equities

20.7% Bonds

19.6% Cash

11.8% Property

iFunds 3

Fund Description

iFunds 3 is a diversified portfolio of funds designed and managed for customers looking for a Low toMedium Risk investment. Risk within iFunds 3 is managed in a number of different ways - by providingexposure to leading investment managers and a diverse range of asset classes and by ensuring themix and type of assets are suitable for the targeted risk level.

Low to Medium Risk

Asset Mix Equities, Bonds, Property, Alternative, Cash, Other

Managed By A combination of investment managers

Total Fund Size €240M

Risk Profile

SELECTED FUND: 7.1% - iFunds 3 7.1% - iFunds 3

Performance as at 05 October 2015

Performance to 05 October 2015 1Mth 3Mth YTD 1Yr 3Yrs 5Yrs 10Yrs

iFunds 3 -0.2% -1.9% 0.9% 1.5% - - -

iFunds 3 Asset Split as at 31 August 2015 iFunds 3 Split by Component Fundsas at 31 August 2015

Property Fund 12.4%

Davy Defensive High Yield Fund 5.8%

Elements 33.4%

BNY Mellon Global Real Return Fund 15.9%

Protected Assets Fund 3.9%

BNY Mellon Absolute Return Bond Fund 20.8%

Insight Broad Opportunities Fund 7.8%

iFunds 3 Investment Manager Split as at 31 August 2015

Warning: Past performance is not a reliable guide to future performance.Warning: The value of your investment may go down as well as up.Warning: This fund may be affected by changes in currency exchange rates.Warning: If you invest in this fund you may lose some or all of the money you invest.

Performance is based on the price calculated for 05 October 2015, which is calculated using close of market prices from the previous working day. Source: MoneyMate. Performance is quoted gross of taxation andgross of fund management charges. For performance quoted greater than a year, figures are annualised. Closed means that the fund is closed to New Business The information provided should not be relied uponwithout seeking appropriate advice. We believe the sources to be reliable but we cannot guarantee the accuracy or completeness of the information. Mention of specific investments does not constitute an offer orrecommendation to buy or sell those investments or to subscribe to any investment services. For further details please refer to the fund brochure/flyer. Terms and conditions as set out in your policy conditions apply.iFunds are provided by New Ireland Assurance. Component funds are New Ireland unit linked funds and funds and weightings may change. The risk rating of the iFunds portfolio is as stated. Risk rating of individualcomponent funds may however differ. If funds invest in shares or bonds, they may be used for the purpose of securities lending in order to earn an additional return for the fund. While this increases the level of riskwithin a fund it provides an opportunity to increase the investment return. Bank of Ireland Life is a trading name of New Ireland Assurance Company plc. New Ireland Assurance Company plc trading as Bank ofIreland Life is regulated by the Central Bank of Ireland. A member of Bank of Ireland Group. This fund fact sheet was generated on the 06 October 2015.



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Newton Dav

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Investment ReportPrepared for: Orla ConatyPrepared by: Joe Bloggs, Insurance & Investment Manager

Date: 20.11.2014

Warning: The value of your investment may go down as well as up.Warning: Past performance is not a reliable guide to future performance.

• Economicdatafromtheeuroareatendedtobeatthe

topendofexpectations

• USeconomicdatastrengtheninginsecondhalfofthe

year

• Fearsaboutdeflationarelessening

• Ongoingcentralbanksupport

Positives:

• WeakerthanexpectedQ1datafromtheUS

• VolatileGreeksituation

• ChineseStockMarketVolatility

• Volatilityinglobalstockmarkets

• Ongoinggeo-politicalconcerns

• Currencyfluctuations

• Potentialinterestratehikes

Challenges:

Q2 2015 Market performance Theworld’sfinancialmarketsexperiencedaturbulentendtothesecondquarterasnegotiationsbetweenGreece

anditscreditorsbrokedownandGreecefailedtomeeta€1.5billionloanrepaymenttotheInternational

MonetaryFund(IMF).Equityindicesacrossthedevelopedworldtendedtolosesomeground.

OutlookTheeconomicsteamatSSGAanticipatethatglobalgrowthwillcontinuetoproceedatamodestpace,ledbytheUnitedStates.Theshort-termoutlookiscloudedbyevolvingeventsinvolvingGreeceanditsrelationshipwiththeeuro.EuropeshowsthemostpotentialtocontributemoregiventheinitiationofaggressivepolicysupportfromtheECBearlierthisyear.AstheUSFederalReservecontemplatesa“lift-off”inrates,policydivergencewillcontinuetoplayanimportantroleinrelativereturnoutcomesbothonalocalandcurrencyadjustedbasis.

Whilegreatcarehasbeen taken in itspreparation, thisdocument isofageneralnatureandshouldnotbe reliedon in relation tospecific issueswithoutappropriatefinancial,insurance,investmentorotherprofessionaladvice.Thecontentofthisdocumentisforinformationpurposesonlyanddoesnotconstituteanofferorrecommendationtobuyorsellanyinvestment/pensionsortosubscribetoanyinvestmentmanagementadvisoryservice.Whiletheinformationistakenfromsourceswebelievetobereliable,wedonotguaranteeitsaccuracyorcompletenessandanysuchinformationmaybeincompleteorcondensed.Allopinionsandestimatesconstitutebestjudgementatthetimeofpublicationandaresubjecttochangewithoutnotice.

StateStreetGlobalAdvisorsIrelandLimitedisregulatedbytheCentralBankofIreland.IncorporatedandregisteredinIrelandatTwoParkPlace,UpperHatchStreet,Dublin2.Registerednumber145221.MemberoftheIrishAssociationofInvestmentManagers.

BankofIrelandLifeisatradingnameofNewIrelandAssuranceCompanyplc.NewIrelandAssuranceCompanyplctradingasBankofIrelandLifeisregulatedbytheCentralBankofIreland.BankofIrelandInsurance&InvestmentsLimitedisregulatedbytheCentralBankofIreland.BankofIrelandInsurance&InvestmentsLimitedisatiedagentofNewIrelandAssuranceCompanyplc.MembersofBankofIrelandGroup.

July 2015

Bonds in brief.... TherewasconsiderableturbulenceinglobalgovernmentbondmarketsduringQ2,particularlyintheEurozone.Eurozonegovernmentbondmarketswereextremelyvolatilefrommid-Aprilaseconomicdataimprovedandinvestorpositioninginmarketsresultedinadramaticriseinyields.Q2sawyieldsriseacrossalldevelopedbondmarkets.

Global Stock Markets: What’s Been Happening?Q2 2015

Graham Fox, Head of Domestic Intermediaries at State Street Global Advisors

Ireland (SSGA), one of our international investment partners, shares their view on

stock market performance over Q2 2015.

Sample Cover Letter

Private and confidential John Bloggs 12 Sunny Street Long Avenue Long Road Kildare Ireland 16 September 2015 Dear John, Following our recent meeting, I am pleased to enclose a copy of your Investment Report. This Report includes: • an overview of your investment risk profile • details of the investment option I am recommending for you • details of a performance comparison chart for the recommended fund • a global stock market Commentary Choosing where to invest your money is an important decision. I recommend you read through the attached Report and the fund literature available to understand the features of the investment recommendation. I’ll be in contact shortly. If you have any questions in the meantime please contact me directly. Yours sincerely, “Sample” Insurance & Investment Manager

This report contains information on funds and other matters which have been selected for inclusion in the report by you or your advisor. This report may contain infor-mation which has not been provided or compiled by Bank of Ireland Life and it is important to understand that Bank of Ireland Life assumes no responsibility for the contents of this report. The report is not intended to be a comprehensive guide to all funds, products or markets in which you may be invested. The contents of the re-port is for information purposes only and does not constitute an offer or recommendation to invest in any funds mentioned, buy or sell any investment or to subscribe to any investment management or advisory service without consulting with a financial advisor. While the information has been taken from sources believed to be reliable, the accuracy or completeness of the information is not guaranteed and any such information may be incomplete or condensed. Any opinions and estimates included in the report constitute best judgment as at the dates stated and are subject to change without notice. Mention of any specific stocks/shares, asset types, geographic regions or investment type is not a recommendation to trade in them. Details of any funds included or information on the composition of the funds are as at the dates stated and may change over time. If there is any conflict between the information in this report and the policy conditions which govern existing products inwhich you have invested, the policy conditions attaching to your investment products will apply.

Investing involves some degree of risk. The level of risk associated with each fund may differ. It is important to understand that, unless otherwise stated, the value of your investment in any of the funds mentioned may go down as well as up. For some funds that invest in shares or bonds, the assets in that fund may be used for the purpose of securities lending in order to earn an additional return for the fund. While securities lending increases the level ofrisk within a fund it provides an opportunity to increase the investment return. Investing in a geared fund or a fund that contains an element of gearing can lead to potentially increased returns when asset growth is positive, however it should be noted that any losses are magnified. In the event that the investment does not perform as intended an investor may not receive back all of their original capital and in extreme circumstances may lose their entirecapital. Bank of Ireland Life’s unit linked funds are managed by a range of fund managers. The fund manager varies by fund. Details of the fund manager will appear on any fund information sheets which have been selected for inclusion in this report.

Your Insurance & Investments Manager is an employee of Bank of Ireland Insurance & Investments Limited, an authorised insurance intermediary. Bank of Ireland Insurance & Investments Limited is regulated by the Central Bank of Ireland. Bank of Ireland Insurance & Investments Limited is a tied agent of Bank ofIreland Life and is a member of Bank of Ireland Group.

Life assurance and pension products are provided by Bank of Ireland Life. Bank of Ireland Life is a trading name of New Ireland Assurance Company plc. New Ireland Assurance Company plc trading as Bank of Ireland Life is regulated by the Central Bank of Ireland. The Company may hold units in the funds mentioned on its own account. Bank of Ireland Life is a member of Bank of Ireland Group.

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This is a user guide and is for internal use only. As set out, it is important that the documentation included in a report has been approved from a legal and compliance perspective prior to inclusion. It is the responsibility of the person compiling the report to ensure this is the case.

Bank of Ireland Life is a trading name of New Ireland Assurance Company plc. New Ireland Assurance Company plc trading as Bank of Ireland Life is regulated by the Central bank of Ireland. Bank of Ireland Insurance and Investments Limited is a tied agent of New Ireland Assurance Company plc. A member of Bank of Ireland Group. The Company may hold units in the funds mentioned on its own account.

December 2015 502717 V2.12.15

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