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Client Asset Regulations

The purpose of the Client Asset Regulations is to safeguard and protect client assets. The CAR applies to certain firms authorised by the Central Bank of Ireland (CBI) and is set out under seven key principles:

  1. Segregation.
  2. Designation and registration.
  3. Reconciliation.
  4. Daily calculation.
  5. Client disclosure and consent.
  6. Risk management.
  7. Client asset examination.

We no longer operate client asset accounts

To view our Client Assets Key Information Document (CAKID) please click here.

 

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Address:
Block 3, The Oval, Shelbourne Road, Ballsbridge, Dublin 4. Postcode: D04 T8F2.
Tel: +353 (0) 1 237 5500, Fax: +353 (0) 1 237 5555. Email: justask@harvestfinancial.ie