Metis Ireland Getting to Know You Form

We would like to keep you informed of various Pension, Insurance, Investment and any other services provided by us or Associated Companies with which we have a formal business arrangement, and which we think may be of interest to you. If you do wish to receive such marketing information you can opt in in the client declaration below.

Metis Ireland specialises in financial planning, focusing on our clients lifestyle and financial goals. Our primary service involves working closely with our clients to create a personalised financial plan known as the Metis LifePlan.

Please tick this box to confirm that you understand you are engaging in a service with us that does not include the Metis LifePlan. By confirming this, you acknowledge that, at present, you do not want Metis Ireland to review your current finances and your lifestyle and financial goals to provide you with a Metis LifePlan.

If you change your mind and would like to know more about engaging with the Metis LifePlan service, please call the office on 061 518365.

I acknowledge that I have been provided with a copy of the Terms of Business and Professional Fees Table of Metis Ireland and confirm that I have read and understand them. Click here to read our Terms of Business. *

Customer Privacy Notice I confirm that I have read the Customer Privacy Notice which is attached to this declaration and hereby grant Metis Ireland authority to process my personal data for the purposes detailed in the Customer Privacy Notice. I am aware that my data may be shared with third parties and that I may request to withdraw my consent at any time by using the Data Subject Consent Withdrawal Form. I am aware that some of my data may be classified as sensitive and this data may be shared with third parties. Click here to read the Customer Privacy Notice. *

I confirm that I have read the paragraphs in relation to Data Protection and Direct Marketing in the Terms of Business above, and consent to Metis Ireland making contact with me in relation to the range of services provided by Metis Ireland or its Associated or Partnership Companies by way of any or all of the below (please indicate accordingly):