Financial Service Provider Register Data


The investment business firm listed below is authorised as an Investment Business Firm under Section 10 of the Investment Intermediaries Act, 1995 (as amended).

Investment Business Firm
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 Dec 2015 Status: Investment Intermediary Client Money Rules : No   Authorised Activities:   Business Services (a) Receiving and Transmitting (6) Investment advice Investment Instruments (kk) Tracker Bonds (n) Personal Retirement Savings Accounts (a) Listed shares and bonds (c) Collective Investments   Tied Agents :
Page last updated on: 10 Jul 2024