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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: Finplan Limited Reference No: C53556 Trading Name: Finplan Address: (Principal Business Address) Charlemont Exchange Charlemont Place Dublin 2 D02H590     Effective Date: 01 Oct 2014 Status: Investment Intermediary Client Money Rules : No   Authorised Activities:   Business Services (a) Receiving and Transmitting (f) Deposit Agent/Broker Investment Instruments (kk) Tracker Bonds (n) Personal Retirement Savings Accounts (a) Listed shares and bonds (c) Collective Investments   Tied Agents :
Page last updated on: 15 Apr 2024