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Here you offer a highly tailored service through our Self-Directed Investment Option (SDIO) that gives you the widest range of investments to create bespoke portfolios. SDIO is a fund on a policy** and can be combined with other funds from our range.
Over
in AUM*
Performance
fund originally commenced in 2006
Investor choice
types of accounts available
Access to
active product providers
*Source Cantor Fitzgerald February 2025.
**Our Self Directed Investment Option is not available through Aviva Investment Bond or Aviva Savings Plan.
across allocations, commissions & retirement products
of global assets, from a range of leading providers
and with other funds from our range.
your clients' investment needs as they move through their life cycle
What is SDIO?
To follow
Themes & Trends in SDIO
To follow
Choice is central to SDIO’s success1
1.Our Self Directed Investment Option is not available through our Investment Bond, Savings Plan, PRSA or Corporate Master Trust. 2. Only available through Cantor Fitzgerald for SDIO. 3. Where the value of a unit depends on the disposal of any assets held in the Self-Directed Investment, we may delay the cancellation of units until such time as the monetary value of the assets has been received by us from the Investment Manager. Please review the relevant investment offering documentation for full details. 4. The minimum investment in the Aberdeen Private Markets Fund is €100,000 across all Share Classes.
Please note that the Greenman Open Fund is currently closed to new business through the Aviva SDIO platform. This applies to all subscriptions from Q3 2025 onwards and will remain in effect until further notice.
With an execution only non-trading account, the money in the account will mainly be used to buy into structured products or funds like property funds, which may be admissible. A list of all admissible assets is available and updated regularly. The instructions to implement these orders can only be given on an Investment Instruction Form (IIF) sent to Aviva.
The minimum amount for structured products and deposits will be specific to each product. Details on each product minimum are provided on the Asset Availability Sheet which is updated regularly. The minimum investment in the Aberdeen Private Markets Fund is €100,000 across all contract types.
Please note that the Greenman Open Fund is currently closed to new business through the Aviva SDIO platform. This applies to all subscriptions from Q3 2025 onwards and will remain in effect until further notice.
The execution only trading account is on a trading basis, where the money in the account will mainly be used to buy and sell investment instruments that are listed on regulated stock exchanges. The instructions to implement these orders are given directly to the appointed stockbroking firm, where you will have direct access to a stockbroker.
To avail of the execution only trading service, you will need to complete a Self Directed Pension Account Opening Document – Execution Service.
A minimum of €50,000 is required to open an execution only account.
The advisory account is primarily a trading account and this option suits pension customers who are mainly interested in buying investment instruments or a portfolio of investment instruments that are listed on regulated exchanges, but they can also invest in permitted funds or structured products. If you choose an advisory account you will be allocated a dedicated portfolio manager within Cantor Fitzgerald who you and your financial broker will have direct access to as part of the investment decision-making process. The instruction to buy or sell an investment asset must be given directly to the portfolio manager in Cantor Fitzgerald by phone.
To avail of the advisory service, you will need to complete a Self Directed Pension Account Opening Document – Advisory Service.
A minimum of €250,000 is required to open an advisory account.
The discretionary account is a trading account for customers who want to build a bespoke portfolio within a set of agreed parameters, but who are happy to pass the on-going investment management to the portfolio manager within Cantor Fitzgerald. In line with the investment mandate, Cantor Fitzgerald will undertake the buying and selling of investment assets without having to receive on-going instructions.
To avail of the discretionary service, you and your financial broker will be placed in contact with a Cantor Fitzgerald portfolio manager directly.
A minimum of €250,000 is required to open a discretionary account.
SDIO product providers
| 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: The income you earn from this investment may go down as well as up. Warning: If you invest in these funds you may lose some or all of the money you invest. Warning: These funds may be affected by changes in currency exchange rates. Warning: If you invest in a pension, you will not have access to your money until you retire. |
Aviva Life & Pensions Ireland Designated Activity Company, is a private company limited by shares, registered in Ireland No. 165970. Registered office at Building 12, Cherrywood Business Park, Loughlinstown, Co. Dublin, D18 W2P5. Tel (01) 898 7950, www.aviva.ie
Aviva Life & Pensions Ireland Designated Activity Company, trading as Aviva Life & Pensions Ireland and Friends First, is regulated by the Central Bank of Ireland.
