Agencies
When an agency is set up, we then provide you with details our product offerings. These services will be provided on an execution only basis. We will provide you with all the necessary information on the products but we do not advise as to the suitability of these for your underlying clients.
We will assign a dedicated Business Development Manager to your firm to ensure you receive the highest standard of service.
To setup an agency with Quest Retirement Solutions Ltd, we require the following:
- Fully completed, signed and dated Agency Application Pack (see link below)
- Copy of the firm’s Statement of Authorised Status issued by the Central Bank of Ireland
- Sample headed paper for the firm
- 2 x Independently Certified, valid proof of address (Utility Bill or Bank Statement) for 2 directors
- Independently Certified, valid proof of ID (Passport or Driver License) for 2 directors
- Bank Statement confirming the agency bank account details completed on the application form
Please refer to our AML guide included below which outlines the documentation our team can accept for new applications.
Once completed, you can send your completed agency application form, along with all additional requirements, to info@qrsl.ie for review.
