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    Archived pages: 14 . Archive date: 2012-11.

  • Title: MacCourt Financial Planning Ltd. - Putting the Client First
    Descriptive info: .. Putting the Client First.. Home.. -.. About Us.. News.. Contact Us.. Services.. CFAR.. Downloads.. Library.. Links.. Winners of the MoneyMate and Investor Magazine 2006 Award for.. Best Pension and Investment Advisor.. Overview.. MacCourt Financial Planning, established in 1991, is a firm of independent financial consultants, and is regulated by the Central Bank of Ireland an Authorised Advisor.. We specialise in the provision of.. financial advice and reporting.. for high net worth individuals and operate on either a fee or a.. commission.. basis (transparent earnings).. We place business with a wide range of banks, stockbrokers, insurance & investment companies.. MacCourt Financial Planning has over 350 individual clients and advises  ...   adviser award.. 22 March, 2006.. MacCourt Financial Planning has won the MoneyMate and Investor Magazine 2006.. Pension and Investment Adviser of the Year.. Award.. Read More.. Nigel Dunne (Sales and marketing manager Standard Life) presenting Gervase MacCourt with the MoneyMate and Investor Magazine 2006 Award for best Pension and Investment Advisor.. CFAR System.. Our.. Comprehensive Financial Analysis Reporting.. system provides personalised analysis on a wide range of financial matters including retirement planning, wealth accumulation and estate planning.. Find out what CFAR can do for you.. Copyright 1999-2011.. MacCourt Financial Planning Ltd.. ,.. info@MacCourt.. ie.. Legal Info.. Registered in Ireland no 180774.. Registered office: 46 Lower Leeson Street, Dublin 2..

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  • Title: MacCourt Financial Planning Ltd. - Putting the Client First
    Descriptive info: Putting the client first.. Y.. ou pay a fee for impartial reliable professional advice, you pay a commission for packaging, delivery and installation of a product.. Many clients have become totally fed up with an industry which basically sells products of a long term nature yet earns most of it s remuneration on the initial sale.. Under this present system, business has flourished without any incentive to provide the all important after sales service and advice.. The essence of a professional relationship is that the advisor should put the client's interests first.. This goes without saying in the more established professions and, of course, many commission based pension advisors do so.. Fee based advice, however, has the merit of being demonstrably impartial.. Charges are highly visible and the client is fully aware of who is charging how much and for what.. Fees are only justifiable where the advice is right and value is added.. The advisor should have proper professional educational qualifications and should be clearly competent to advise.. This kind of service is most economic for a particular type of client, usually where larger investments are made.. On smaller cases, the amount of fee payable may well exceed the amount of commission payable under an equivalent arrangement.. Through no fault of their own, a commission based salesman has to make a sale to survive whereas a fee based advisor will still earn an income regardless of whether or not a sale is completed.. It is inevitable that, in most instances, this will have an influence on the advice given.. Fees do not work in a sales driven environment as clients would not expect to pay a  ...   wider market and includes deposit funds and other investment media not available on a commission basis.. Clients may have a delusion that commission based advice is free.. This is certainly not the case.. Any comparison of fund values between a commission and non-commission based product will clearly illustrate this point.. Most fee based advisors charge on a time costed basis.. This means recording the number of hours spent on a client s affairs and multiplying the results on an hourly charge or rate to arrive at an amount to be billed.. Commissions received (if any) are then set off against this amount.. Other fee structures available include:-.. A fixed annual fee.. A fee based on a percentage of assets/pension contributions.. A combination of commission and fee based advice (with full transparency of charges).. The fee structure is recorded in a documented fee agreement completed by both the client and the advisor.. Where a time costed basis is used, hourly rates apply for different activities e.. g.. consultancy, administration and secretarial work.. Once a fee agreement has been completed, the advisor will establish a client account.. All fees are debited to this account and any commissions earned are credited to the account.. The client is invoiced/credited with the balance, as appropriate.. As clients become more aware of charges payable under traditional commission based products, fee based advisors will play an increasingly important role within the pensions industry.. The above is the unedited version of an article written by Gervase MacCourt and published in the Irish Times - Monday 16th October 1995.. 46 Lower Leeson Street.. Dublin 2.. Ireland.. Tel:.. +.. 353-1-.. 661 4800.. Fax:.. 353-1.. 661 4878.. email:..

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  • Title: MacCourt Financial Planning Ltd. - Putting the Client First
    Descriptive info: MacCourt Financial Planning, established in 1991, is a firm of independent financial consultants and is regulated by the Central Bank of Ireland as an Authorised Advisor.. We operate on either a fee or a commission basis (transparent earnings).. We represent a wide range of banks, stockbrokers, insurance & investment companies.. Our philosophy is based on.. MacCourt Financial Planning has more than 350 individual clients and advises on over 150m in funds.. Typical client profile:.. Self employed / Owner director.. Requires an independent assessment of existing arrangements.. Requires a documented and targeted wealth management / retirement plan.. Has financial plans / products already in place but may not have a comprehensive overall strategy.. Regulation Security.. Licensed by the Central Bank of Ireland as "Section 10" Authorised Advisors.. Member of The Irish Brokers Association.. Member of PIBA (Professional Insurance Brokers Association).. MacCourt Trustees Ltd.. approved by the Revenue Commissioners as a Pensioneer Trustee since 1995 (to operate Self Administered Pension Schemes)..  ...   Estate Planning.. Zoe Giltrap MacCourt.. , QFA LCOI.. Director.. 18 years experience (MCFP), specialising in Self Administered Pension Schemes.. Anne Costello.. Administration Manager.. 22 years experience, (Goodbody Stockbrokers, Allied Irish Banks, National Deposit Brokers, MCFP), specialising in Investments, PRSA's, Personal Insurances.. What We Do.. Detailed analysis recording of current financial circumstances products.. Identify requirements agree targets.. Suggest plan of action / strategy.. Implement agreed solutions.. What To Expect.. Professional and independent advice.. Prompt responses.. Detailed fact-find / recording of existing financial circumstances.. Evaluation and agreement of financial goals / priorities.. A realistic look at adequacy of existing arrangements.. Written review and report / recommendations.. Ongoing regular reviews against targets.. Fee based advice.. Fees usually paid by commissions earned - most clients in surplus.. Transparent fee agreement.. Fee based advice allows enhanced value for money - access to wholesale pricing structures.. Quarterly statements of time spent and commissions earned.. Detailed statements of activity most transparent and comprehensive in Irish marketplace..

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  • Title: MacCourt Financial Planning Ltd. - Putting the Client First
    Descriptive info: Current News.. No Curent News.. News Archive.. April 2004.. Latest MacCourt Financial Planning Newsletter published.. View it.. here.. February 2004.. New Website Launched.. Comments?.. May 2003.. MacCourt Financial Planning Newsletter published..

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  • Title: MacCourt Financial Planning Ltd. - Putting the Client First
    Descriptive info: Ireland..

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  • Title: MacCourt Financial Planning Ltd. - Putting the Client First
    Descriptive info: Some of the products we review and arrange:.. Investments.. Deposits.. Shares.. Investment funds.. Pensions.. Personal / self employed.. Executive / director.. Self administered pensions.. Protection.. Keyman / partnership insurance.. Inheritance tax cover.. Critical illness insurance.. Permanent health / income continuance cover.. Mortgage protection.. Personal life assurance.. Tools We Use.. CFAR system.. Extensive market research capability.. Value enhanced products.. Group purchasing power.. for more information or to arrange a consultation..

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  • Title: MacCourt Financial Planning Ltd. - Putting the Client First
    Descriptive info: CFAR - Comprehensive Financial Analysis Report.. The CFAR reporting system is unique to and designed by MacCourt Financial Planning.. There is no comparable product in the Irish marketplace.. The CFAR is constantly updated to reflect changes in tax, legislation and the marketplace.. Reports can be provided instantly - at first meeting - so no substantial "one off" report charges.. CFAR -  ...   portfolios.. Sample 1 (income).. Sample 2 (growth).. Pensions audit.. Sample 1.. Sample 2.. Sample 3.. Sample 4.. Sample 5.. Sample 6 (ARF Drawdown).. Income from all sources.. Estate valuation.. Life assurance audit.. Disability insurance audit.. Summary of personal information.. if you would like more information or would like to arrange a consultation.. Alternatively, you can.. download.. the CFAR input sheet directly..

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  • Title: MacCourt Financial Planning Ltd. - Putting the Client First
    Descriptive info: CFAR Input Sheet.. Forms.. Presentations.. Financial Templates.. Viewers.. Adobe PDF Viewer.. MS PowerPoint Viewer.. MS Word Viewer.. MS Excel Viewer.. CFAR Profile.. Download the CFAR Profile Input Sheet.. Here.. Authority for MacCourt Financial Planning to obtain product information.. (not a transfer of agency).. (Adobe Acrobat PDF, 4Kb).. Transfer of Agency Form.. Generic Encashment Request Form.. (Microsoft Word, 31Kb)..  ...   (Microsoft PowerPoint, 179Kb).. Download PowerPoint Viewer [.. ].. Salary Averaging Calculator.. (Microsoft Excel, 47 Kb).. Geared property investment cashflow comparison.. (Microsoft Excel, 27 Kb).. Compares the cash flow profit on Irish residential property to European commercial property.. Budget planner - income needs.. (Microsoft Excel, 24 Kb).. This covers day to day living expenses as well as retirement income expenses..

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  • Title: MacCourt Financial Planning Ltd. - Putting the Client First
    Descriptive info: General.. Investment Reports.. SSAPS.. Special Reports.. MacCourt Financial Planning Terms of Business.. March, 2012.. (Adobe Acrobat PDF, 70 Kb).. Commission and fee agreement.. June, 2010.. (Adobe Acrobat PDF, 21 Kb).. Company profiles of some companies that we place business through.. (Adobe Acrobat PDF, 120 Kb).. Sample Fee Statement.. December, 2011.. (Adobe Acrobat PDF, 55 Kb).. How to make gains in a falling market.. November, 2003.. (Adobe Acrobat PDF, 65 Kb).. Guide to fund choice for unit linked investors.. January, 2006.. (Adobe Acrobat PDF, 80 Kb).. Graph of Investment Risk Profile.. (Adobe Acrobat PDF, 38 Kb).. Wealth Creation for Company Directors.. August,  ...   16 Kb).. Claims Procedures for trustees on scheme members death.. January, 2004.. (Adobe Acrobat PDF, 12 Kb).. Nomination form or letter of wishes.. (Adobe Acrobat PDF, 11 Kb).. Self Administered Pension Schemes.. SSAP investing and borrowing, new rules.. September, 2005.. Typical Costs.. Summary.. March, 2003.. (Adobe Acrobat PDF, 14 Kb).. Guideline Notes for parents to assist in estate planning.. August, 2004.. Estate Planning Guide.. August, 2005.. (Adobe Acrobat PDF, 43 Kb).. Till debt do us part.. - dealing with the Financial implications of divorce.. March, 2006.. (Adobe Acrobat PDF, 642 Kb).. Forestry for estate planning, tax breaks.. (Adobe Acrobat PDF, 13 Kb)..

    Original link path: /Library.html
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  • Title: MacCourt Financial Planning Ltd. - Putting the Client First
    Descriptive info: We are a member of the following organisations:.. Irish Brokers Association.. Life Insurance Association.. Professional Insurance Brokers Association.. Useful links for fund prices, interest rates etc.. Standard Life.. Aviva Life Pensions.. Zurich Life.. Irish Life.. New Ireland.. Merrion Investment Managers.. Davys Irish shares.. Anglo Sterling and Dollar deposit rates.. Interest rates Foreign Exchange and news.. Annuity quotations.. Other links:.. Central Bank of Ireland.. Irish Association of Pension Funds.. Pension Ombudsman.. Revenue Commissioners.. Retirement Planning Council.. APTI (Association of Pensioneer Trustees of Ireland)..

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    Archived pages: 14