RD
FF-10574 · Client since 10 Jan 2017
Róisín Daly
roisin@example.ie+353 87 840 7238Glanmire, Cork
- FRAME-managed
- €951,073
- Advisor
- Ciarán O'Leary
- Risk profile
- Balanced
- Next review
- 5 Feb 2027Scheduled
Asset summary
- Invested assets & pensions
- €869,613
- Cash & deposits
- €81,460
- Insurance cash / surrender value
- €0
- Total current assets
- €951,073
Protection benefits excluded; valuations cover FRAME-managed holdings only.
Review & compliance
Annual review · 5 Feb 2027Scheduled
Overall complianceAction required