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: Holkate Financial Advisors Limited Reference No: C500540 Trading Name: Address: (Principal Business Address) Holkate House 8 The Priory Watergrasshill Effective Date: 01 Feb 2023 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: 18 Nov 2024