Financial Service Provider Register Data

Downloads

The investment product intermediary listed below is a financial service provider acting as an intermediary and holding a letter (or letters) of appointment from a investment product producer (or product producers) such as an insurance company or bank, and as such is required to be disclosed on a register maintained by the Central Bank of Ireland under Section 31 of the Investment Intermediaries Act, 1995 (as amended). Not all investment product intermediaries as disclosed are authorised by the Central Bank of Ireland.

Investment Product Intermediary
Name: Heritage Wealth Management Limited Reference No: C141874 Trading Name: Heritage Wealth Address: (Principal Business Address) Heritage Wealth Management Limited 14 South Bank Crosses Green Cork T12 YWK4   Effective Date: 13 October 2015 Status: Investment Intermediary   Appointments Held:- Reference No: Name
C775 J & E Davy
Page last updated on: 19 Mar 2024