Wealth Options Ltd is a privately owned financial services company registered in Ireland. Wealth Options is regulated by the Central Bank of Ireland as:

(i) Insurance Intermediary under the European Communities (Insurance Mediation) Regulations 2005 (as amended)

(ii) Investment Intermediary under the Investment Intermediaries Act 1995

(iii) Deposit Agent or Deposit Broker under the Investment Intermediaries Act 1995

(iv) Investment Firm under Regulations 6 and 11 of the European Communities (Markets in Financial Instruments) Regulations

The Capital Requirements Directive (CRD) introduced a new capital adequacy framework for banks and investment firms across Europe. The CRD is made up of three components called Pillar 1, Pillar 2 and Pillar 3 which jointly form the prudential framework.

Please click here to view the Pillar 3 Disclosures.

Wealth Options Limited Privacy Policy

Wealth Options Privacy Policy (PDF)

Wealth Options Limited Fees & Charges Schedule

Fees & Charges Schedule (PDF)

Wealth Options Limited Best Execution Policy

Best Execution Policy (PDF)

Wealth Options Limited Best Execution Disclosure - Execution Venues

Best Execution Disclosure
Execution Venues (PDF)

Anti-Money Laundering and 
Counter Terrorist Financing