Client information
Regulatory Information
DRAFT / MOCK-UP: Replace all bracketed information and obtain compliance approval before public use.
Firm details
| Legal name | Holkate Financial Services Ltd |
|---|---|
| Trading name | [INSERT TRADING NAME] |
| Registered address | [INSERT BUSINESS ADDRESS] |
| Company number | [INSERT CRO NUMBER] |
| Central Bank reference | [INSERT CBI NUMBER] |
| Authorisation category | [INSERT AUTHORISATION CATEGORY] |
Draft regulatory statement
Holkate Financial Services Ltd, trading as [INSERT TRADING NAME], is regulated by the Central Bank of Ireland. Central Bank reference number: [INSERT CBI NUMBER].
Other disclosures
Professional indemnity insurance: [INSERT PROFESSIONAL INDEMNITY DETAILS].
Compensation arrangements: [INSERT COMPENSATION SCHEME DETAILS].
Nothing on this website constitutes a personal recommendation. Advice can only be provided after Holkate has obtained and assessed the information required to understand a clients circumstances, needs and objectives.