22nd March 2019 – LPI Dublin Broker of the Year We were absolutely delighted to win the prestigious LPI Dublin Broker of the Year award at last night’s ceremony in the Mansion House. This was our first year entering these awards, so it doesn’t get much better than this! These awards aim to give recognition to life, pension and investment …
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It is with great sadness that we inform you of the sudden passing of our wonderful friend and colleague Justin Prendergast. Justin passed away unexpectedly on Sunday evening. He will be deeply missed by all of us here at CFS and we are grateful for the kind words and fond memories which many of you have shared with us over …
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The 2013 Finance Act reduced the Standard Pension Fund Threshold for individuals to €2 million, effective from 1st January 2014. While the majority of people will not be effected by this limit, those with a fund in excess of this amount at 1st January 2014 have just a few weeks left to apply for a Personal Fund Threshold (PFT). The …
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Following a regular review of our compliance procedures, we are updating our terms of business document to reflect the following changes: A revised description of our regulatory status as per the Central Banks Handbook of Prudential Requirements for Investment Intermediaries (effective 1 October 2014). A more detailed description of our research methodology & the basis on which we provide advice. …
Read MoreFollowing a recent review of our compliance procedures, we are updating our terms of business document to include the following changes: A more detailed description of our regulatory status as an Independent Broker and Authorised Advisor. Guidance notes on the importance of reviewing your circumstances regularly. An explicit option for our client’s to pay in full for our services by …
Read MoreMany congratulations to Justin on completing his Fellow of the Life Insurance Association Examinations. Done in style too, with 75% achieved on his last paper! Well done JP!
Read MoreMany congratulations to Mark & Justin on their successful completion of the New York Marathon this November. Photographic evidence above, as requested by many of our clients!! Well done to the lads, who also raised over €9,000 for Croi, the west of Ireland cardiology foundation. Visit www.croi.ie for more details of this worthy cause.
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