Irish Deposits

Independent, Impartial Deposits Advice

01 647 1200

Procedures

  • We hold a preliminary consultation with all our clients so as to determine the status of their overall cash portfolio. At this meeting we will ascertain the degree of risk to which the portfolio is exposed and whether or not it is earning its potential return.
  • We work closely with clients to develop a suitable cash management strategy, that aligns with their own investment criteria or in the case of corporate entities their treasury or investment policy. We disclose a variety of suitable options, and work with clients to strike an effective balance between rate of return and security of capital.
  • To initiate the account opening process all banks require that staff of Irish Deposits see the passport, proof of address, dated in the last three months, and proof of PPS. This will be submitted, in conjunction with the completed mandate to the relevant banks.