Eamon Porter trading as Aspire Wealth Management is regulated by the Central Bank of Ireland as follows:
- As an Investment Business Firm under Section 10 of the Investment Intermediaries Act 1995 (as amended).
- As an Investment Product Intermediary under Section 31 of the Investment Intermediaries Act, 1995 (as amended), and
- As an Insurance Intermediary under the European Communities (Insurance Mediation) Regulations, 2005 (as amended).
Copies of the firm’s Statements of Authorised Status can be viewed at our offices or at www.aspire-wealth.com or online at the Central Bank of Ireland’s website at registers.centralbank.ie/ . Our registration reference is C36565. The firm is authorised to provide broad based investment advice and receive and transmit orders in respect of:
- UCITS (Undertakings for Collective Investment in Transferrable Securities)
- Tracker Bonds
- Insurance Policies (including unit linked investments, pensions, life assurance, income protection insurance, specified illness insurance and savings contracts)
- Personal Retirement Savings
- Accounts (PRSAs)
- Listed Shares and Bonds
The firm is also authorised to act as a deposit broker and to give advice in respect of deposits.
As a broker, we provide a fair analysis of the market in relation to life assurance, specified illness, income protection, investment, pensions and bank deposits. This means we will research the market place and recommend the best products to suit your needs.
The actual authorisations from the regulator can be viewed below. The Central Bank of Ireland is the successor to the “Financial Regulator” and the “Irish Financial Services Regulatory Authority” which were then the names for the formal regulator when our authorisations were issued historically.
These statements are the technical matters that we are required to impart to our clients before we give advice on any regulated financial service or product. What this means to our clients is that we are authorised to advise on all retail financial products, even those that we do not hold agencies for. From our clients’ perspective, they can be sure that they are getting the full extent of a huge body of experienced advice they need. This is unlike many other advisors that can only advise on products for which they hold agencies for and, as such, are unable to give broad based advice.
As part of our regulatory requirements we are members of the Investor Compensation Company Limited which entitles our clients to coverage under a regulatory scheme up to an amount of €20,000 in the event we were to go out of business and cannot return your investment instrument (more commonly referred to as company shares, investment based life assurance policies or tracker bonds) or money if it should not be invested on your behalf.
Full details can be obtained by downloading the ICCL Investor Guide.
Aspire Wealth Management is subject to and complies with the Consumer Protection Code, Minimum Competency Code and the Fitness and Probity Standards as laid down by the Central Bank of Ireland, details of which are available on the Central Bank website www.centralbank.ie .
Aspire Wealth Management also holds Professional Indemnity Insurance to the value of €1,300,380 for individual claims and €1,924,560 in total as it is required to do under the European Union Insurance Mediation Directive (2002/92/EC).
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