Valero Financial works directly with Investment Product Manufacturers to provide bespoke, secure products for Credit Unions with features that satisfy what our customers tell us they need – married with maximising return within Credit Union regulatory requirements. This ensures these products will be a perfect match for Credit Unions in the key areas of:
- Regulatory Requirements
- Capital Protection
- Regular Return
- Credit Ratings
- Liquidity Profile
Valero Financial also reviews other Investment Products that match the Credit Union’s key requirements as set out above. Thus ensuring a range of options can be tailored to be a best fit with an individual Credit Union’s requirements.
As an Authorised Advisor, Valero Financial is enabled to provide a broad range of advice to Credit Unions regarding financial products, including the following:
- Death Benefit Insurance
- Death In Service Benefit
- Employer Pension Schemes
Contact 021 4773615 or email firstname.lastname@example.org arrange a consultation or seek further information regarding our current offerings.