ABOUT ELLISON FINANCIAL

 


 

Banc Ceannais na hEireann

Central Bank of Ireland

               
 

Eurosystem

          

Statement of Authorised Status

Dr Gary Ellison t/a Ellison Financial Consultants (Ref. No. 1327) is authorised under Section 10 of the Investment Intermediaries Act, 1995, (as amended).

As an Authnorised Advisor, Dr. Gary Ellison t/a as Ellison Financial Consultants is authorised to provide broad based investment advice and to receive and transmit orders in respect of the following investment instruments:

1. Shares in a company or bonds that are listed on a stock exchange, prize bonds

2. Tracker Bonds

3. Insurance Policies

4. Personal Retirement Savings Accounts ("PRSAs")

Dr. Gary Ellison t/a Ellison Financial Consultants is also authorised to act as a deposit broker and to give advice in relation to deposits.

When receiving and transmitting orders in relation to insurance policies and/or PRSAs Dr Gary Ellison t/a Ellison Financial Consultants may only accept cash or cheques/bank drafts from clients payable to himself where:

(i) an insurance undertaking has invited renewal of a policy of insurance, or

(ii) a proposal for insurance and/or PRSAs has been accepted by an insurance undertaking.

In all other circumstances cheques/bank drafts or other payment instruments must be made payable to the product producer.

For and on behalf of the Central Bank of Ireland:

Signed: Eoin Hanrahan

Signed: Karen Murphy

Financial Institutions & Funds Authorisation 24 MAR 2011

Certificate of Registration

Dr Gary Ellison trading as Ellison Financial Consultants is registered to undertake insurance mediation under the European Communities (Insurance Mediation) Regulations, 2005.

Dr Gary Ellison

Trading as Ellison Financial Consultants

43 The Dunes

Portmarnock

Co Dublin

For and on behalf of the Irish Financial Services Regulatory Authority:

Signed: Karen Murphy

Signed: Fiona Strain

Date: 30 April 2007

 
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Gary Ellison t/a Ellison Financial Consultants is regulated by the Central Bank of Ireland. Registered as an Authorised Advisor, Mortgage Intermediary, and Insurance Intermediary. Member of the Professional Insurance Brokers Association (PIBA)

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