Not quite sure if I am posting in the right place , please move if not.
I retired 6 months ago , from the civil service. A standalone PRSA/avc had also come to the end of its life. It could only be utilized , when my main pension
scheme came into being after I retired. I was going to cash it in. However , a financial advisor( specializes in civil service) happened to be around visiting offices at this time , this person was a Senior Financial Advisor , reputable.
Anyway I had a change of heart , and guided by advice , decided to invest my policy funds into a new policy , in order to continue an investment into the future availing
of the tax breaks etc. Paperwork completed.
Now at this time ,I am being requested for information ,from the brokerage firm , from verify my identity , to supply payroll documents , basically a re run of all the information I was asked for 6 months ago , and provided at that time. There is no contact from the advisor that I dealt with initially.
I am being vague here purposely as this may be a genuine , innocent , oversight , but I cant help worrying , about this as the funds are reasonably substantial.
I cannot verify where the funds are , I am arranging to go to see them about it. Before I do I was hoping to get a bit of advice here, to ask appropriate information.
Am I entitled to confirmation that my funds are safe and secure.
If the circumstances , that that are that they are missing , have i any comeback , if so how do i go about commencing that procedure. They are regulated by the central bank. Is that any comfort should any issue arise.
thks
D
I retired 6 months ago , from the civil service. A standalone PRSA/avc had also come to the end of its life. It could only be utilized , when my main pension
scheme came into being after I retired. I was going to cash it in. However , a financial advisor( specializes in civil service) happened to be around visiting offices at this time , this person was a Senior Financial Advisor , reputable.
Anyway I had a change of heart , and guided by advice , decided to invest my policy funds into a new policy , in order to continue an investment into the future availing
of the tax breaks etc. Paperwork completed.
Now at this time ,I am being requested for information ,from the brokerage firm , from verify my identity , to supply payroll documents , basically a re run of all the information I was asked for 6 months ago , and provided at that time. There is no contact from the advisor that I dealt with initially.
I am being vague here purposely as this may be a genuine , innocent , oversight , but I cant help worrying , about this as the funds are reasonably substantial.
I cannot verify where the funds are , I am arranging to go to see them about it. Before I do I was hoping to get a bit of advice here, to ask appropriate information.
Am I entitled to confirmation that my funds are safe and secure.
If the circumstances , that that are that they are missing , have i any comeback , if so how do i go about commencing that procedure. They are regulated by the central bank. Is that any comfort should any issue arise.
thks
D