EM
FF-10389 · Client since 14 May 2012
Eoin McCarthy
eoin@example.ie+353 87 555 0785Carrigaline, Co. Cork
- FRAME-managed
- €754,038
- Advisor
- Siobhán Murphy
- Risk profile
- Cautious
- Next review
- 1 Dec 2026Due soon
Asset summary
- Invested assets & pensions
- €675,672
- Cash & deposits
- €78,366
- Insurance cash / surrender value
- €0
- Total current assets
- €754,038
Protection benefits excluded; valuations cover FRAME-managed holdings only.
Review & compliance
Annual review · 1 Dec 2026Due soon
Overall complianceCompliant