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Most documents are in PDF format, if you need any extra information, just ask.
| Title | |||
|---|---|---|---|
|
Statement of Suitability 1 12 downloads |
October 6, 2022 | Download | |
|
Letter of Wishes 1 8 downloads |
October 6, 2022 | Download | |
|
Factfind – Financial Review 1 10 downloads |
October 6, 2022 | Download | |
|
Risk Assessment Questionnaire 1 8 downloads |
October 6, 2022 | Download | |
|
Letter of Appointment 1 6 downloads |
October 6, 2022 | Download | |
|
Terms of Business 1 15 downloads |
July 4, 2023 | Download | |
|
Direct Debit Mandate 1 4 downloads |
September 29, 2022 | Download |
Please do not hesitate to contact us should you wish to discuss the above requirements in more detail or for further information.
We can be contacted by phone at (01) 4972544 or email info@hegarty.ie