Financial Service Provider Register Data


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: Employee Financial Wellness Ltd Reference No: C144129 Trading Name: Employee Financial Wellness, NBFP Private, Pension Planners, EFW Private, EFW Connect Address: (Principal Business Address) 22A Main St Blanchardstown Dublin 15 D15N2F5     Effective Date: 16 December 2015 Status: Investment Intermediary   Appointments Held:- Reference No: Name
C775 J & E Davy
Page last updated on: 25 Sep 2023