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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: Forward Vision Planning Limited Reference No: C420021 Trading Name: Daniel Bohan Wealth Management Address: (Principal Business Address) 21 Hunters Wood Ballyseedy Tralee Co.Kerry     Effective Date: 28 Sep 2020 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: 19 Mar 2024