September 27th 2022: Today, Paschal Donohoe TD (Minister for Finance) and Michael McGrath TD (Minister for Public Expenditure and Reform) delivered the Budget for 2023 to the Dáil. See key points summarized below or download here.
SFS-LIA_Budget_2023_Update (1)
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If you would like to discuss anything raised in this summary or would like a review of your financial position, please do not hesitate to contact us:
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We will consider adverse impacts of investment decisions on sustainability factors in our investment and insurance-based Investment advice.
We will gather your preferences of Sustainable Investing and build them into our Statement of Suitability for you. Ultimately, it is the Product Producers we have agencies with that build the Investment Products we advise on, and it will be their documentation we are relying on when advising you on Sustainable investments. All information re Sustainable Finance Disclosures will be adhered to by the Product Producers and their brochures and documents will outline their disclosures.
