Becoming a Client
How do you know if Merrion is right for you?
Do you seek independent and objective advice on your investment requirements?
Merrion’s highly qualified and experienced Wealth Management team will provide you with a comprehensive financial plan, specifically tailored and designed to suit all of your investment needs.
If you would like to find out more or if you would like to schedule an introductory meeting with a member of our Wealth Management team, you can do so by contacting them on 01 2404122 or, alternatively, you can email our Client Services department at firstname.lastname@example.org this meeting is confidential and complimentary and with no obligations.
Account Setup Process
To open an account, you will be required to complete and sign our application form and Terms of Business and submit to Merrion along with valid AML documentation*
For other account types, such as pension and corporate, additional documentation will be required in order to open an account; a comprehensive check list for each account type can be found in our FAQ section.
*In line with the Criminal Justice Act 2013, documentary evidence establishing identity and current permanent address must be furnished for all named applicants. Sight of an original or certified copy of:
- current valid passport/driving licence (with clear photograph of holder) and
- two recent household bills such as telephone, electricity or gas (no more than six months old)
Where copy documentation is supplied a solicitor, an accountant, a Garda or a banker must certify such copies as true copies of the original.
Our Client Service team will be happy to assist you with any queries you may have during and after your account set up process and can be contacted on 2404122 or by email at email@example.com
If you have any queries, please do not hesitate to contact the Client Services Department on (01) 2404122 9am – 5pm Monday to Friday, or by email at firstname.lastname@example.org