DM
FF-10981 · Client since 12 Mar 2013
Donal Murray
donal@example.ie+353 87 566 5435Killarney, Co. Kerry
- FRAME-managed
- €1,434,298
- Advisor
- Siobhán Murphy
- Risk profile
- Cautious
- Next review
- 22 Jan 2027Scheduled
Asset summary
- Invested assets & pensions
- €1,298,555
- Cash & deposits
- €135,743
- Insurance cash / surrender value
- €0
- Total current assets
- €1,434,298
Protection benefits excluded; valuations cover FRAME-managed holdings only.
Review & compliance
Annual review · 22 Jan 2027Scheduled
Overall complianceCompliant