CD
FF-10685 · Client since 13 Apr 2020
Cormac Desmond
cormac@example.ie+353 87 111 3110Macroom, Co. Cork
- FRAME-managed
- €442,925
- Advisor
- Siobhán Murphy
- Risk profile
- Cautious
- Next review
- 27 Nov 2026Due soon
Asset summary
- Invested assets & pensions
- €414,535
- Cash & deposits
- €28,390
- Insurance cash / surrender value
- €0
- Total current assets
- €442,925
Protection benefits excluded; valuations cover FRAME-managed holdings only.
Review & compliance
Annual review · 27 Nov 2026Due soon
Overall complianceCompliant