Wealth Options definition
Examples of Wealth Options in a sentence
Wealth Options Trustees Ltd will negotiate revenue approval on your behalf with the Revenue Commissioners.
If the property is registered to Wealth Options Trustees Ltd we will arrange payment from the trustee bank account.
Please advise Wealth Options Trustees Ltd of the source of the contribution i.e. Employer or Employee.
Wealth Options Trustees will also ensure that the scheme is registered with the Pensions Authority and arrange to pay the relevant fees on behalf of the Trustees, which we will invoice the Scheme for annually.
For schemes that invest directly in property a ‘Property Questionnaire’ must be completed and the following rules apply: • Title must be vested in the name of Wealth Options Trustees Ltd & member trustee.
Wealth Options Trustees Ltd is committed to respecting and protecting your privacy and would like you to feel safe when you give us your personal details.
If you are paying by electronic fund transfer, Wealth Options Trustees Ltd must be advised of the amount of contribution and contribution type.
To enable Wealth Options Trustees to provide prompt and accurate payment of claims, we require that the following guidelines are followed: • Wealth Options Trustees should be advised, as soon as possible, of any event which may result in a claim.
Wealth Options Trustees Ltd will act as Registered Administrator under your scheme.
If Wealth Options Trustees resign as Pensioneer Trustee and Registered Administrator, we will allow you 30 days to find a replacement Pensioneer Trustee and 90 days to find a replacement Registered Administrator.