How can I setup an agency with Wealth Options?
To conduct business with Wealth Options, your Firm 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 assign a dedicated Business Development Manager to your firm to ensure you receive the highest standard of service.
To set-up an agency with Wealth Options, we require the following:
- Fully completed and signed Application Booklet
- Copy of the Firm’s Statement of Authorised Status issued by the Central Bank of Ireland
- Sample headed paper for the firm
- Anti Money Laundering and Counter Terrorist Financing due diligence:
Proof of Identity
An independently certified copy of one of the following for two directors:
i. A valid passport or national i.d. card
ii. A current EU driving licence
iii. A public services card issued by the Irish Department of Social Welfare
Proof of Address
Independently certified copies of two of the following for two directors which must be dated strictly within 6 months of your application:
i. A bank statement
ii. A utility bill (gas, electricity, mobile phone, telephone)
iii. A balancing statement from the Revenue
Where a bank statement is provided as one proof of address Wealth Options will then accept the following:
iv. Motor or home insurance policy (quotes are not acceptable)
What form do I need to complete?
To access Agency Application form
Where do I return documents to?
Please return the above documents to:
The Agency Dept
Wealth Options Ltd
Unit 2A Elm House
If you have any queries about setting up an agency then you can speak to a member of the agency administration team by calling 045 88 22 81 or you can contact your Business Development Manager.
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Wealth Options Ltd is regulated by the Central Bank of Ireland.