To conduct business with Wealth Options, your organistion must have an agency with us.
When an agency is set up, we then provide you with details of products which we design and/or distribute.
These services will be provided on an execution only basis. We will provide you with all the necessary information on the products but we do not advise as to the suitability of these for your underlying clients. We will asign a dedicated Business Developement Manager to your firm to ensure you receive the highest standard of service.
To set up an agency with Wealth Options, please fill in the Agency Application form and send it fully completed to the office along with a copy of your company headed paper and a copy of the Investment Firms Central Bank certificate.
We commit to ensuring you are up to date with all our latest innovative products.
Wealth Options Ltd is regulated by the Central Bank of Ireland.
|To access, Agency Application form, please click here|