ÉC
FF-11018 · Client since 13 Apr 2014
Éabha Collins
eabha@example.ie+353 87 623 0727Dungarvan, Co. Waterford
- FRAME-managed
- €1,194,738
- Advisor
- Ciarán O'Leary
- Risk profile
- Balanced
- Next review
- 12 Dec 2026Scheduled
Asset summary
- Invested assets & pensions
- €1,084,618
- Cash & deposits
- €110,120
- Insurance cash / surrender value
- €0
- Total current assets
- €1,194,738
Protection benefits excluded; valuations cover FRAME-managed holdings only.
Review & compliance
Annual review · 12 Dec 2026Scheduled
Overall complianceAction required