Summit Fund

Important Note

From 25 April 2025, EBS will no longer be the Transfer Agent for Summit Funds.  Northern Trust will begin providing that service to Summit investors from that date.
Details of this change can be found at  https://www.ilim.com/funds/summit-asset-managers-limited

— HOW TO ACCESS INFORMATION AND FUNDS —

Summit Fund Customers

Summit Funds phone line: 0818 654 323 (Select Option 2)

Phone lines open Mon – Fri 9am to 5pm

Contact  your Local EBS Office

Email Queries to: Info@mail.ebs.ie

Summit encashment requests are submitted through the EBS office. If you are not able to go into an EBS office, we can accept encashment requests by email or by post. Please see the links below to access the Summit Encashment form along with a helpful information guide on how to complete the form, detailing what you need to provide along with your encashment request.

Please note encashment requests are a three day process from the date that we are in receipt of a fully completed encashment form and supporting identification documents. Any problems with forms / documents may result in a delay processing your encashment request.

There is a daily cut off time of 3.30pm for receiving encashment requests. If received after this time, we cannot guarantee your request will be applied to your account that day and instead it will be processed the following day.

If you require further details or prefer to talk to someone, please contact your local EBS Office.

Please click on the links below to for useful details on;

Summit Fund Calculator

Use our calculator

Summit Fund Reports

   

Browse our reports