Overview

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
• Deposits

Contact 021 4773615 or email cu@valero.ie arrange a consultation or seek further information regarding our current offerings.