FAQ’s

FAQs

For our existing clients, we have set out a series of questions that are most commonly asked. If the information you are looking for cannot be found here, please contact us or request a call-back at a time that suits.

I’d like to change my address on file

In order for us to change your address, we require a recent utility bill or bank statement showing your new address.

  • Please note that we require either the original bill or bank statement or alternatively a certified copy. A certified copy is one which has been signed and stamped as a true copy of the original by a practising solicitor or accountant, Commissioner for Oaths, Garda Siochana or a bank manager.
  • Alternatively, you can call into one of our offices. We will gladly take a copy of the relevant documents and certify them. This is to comply with the Criminal Justice Act 2013.

I’d like to add or update an email address

Please contact our Client Services team on 01 633 3888 or at Ireland@cantor.com.

I’d like to change my name on file

In order for us to change your name, we require a certified copy of a marriage certificate or divorce decree.

  • A certified copy is one which has been signed and stamped as a true copy of the original by a practising solicitor or accountant, Commissioner for Oaths, Garda Siochana or a bank manager .
  • Alternatively, you can call into one of our offices. We will gladly take a copy of the relevant documents and certify them. This is to comply with the Criminal Justice Act 2013

I’d like to add/remove someone from my account

    • In order to remove a name from an account, we require signed instruction from all parties requesting the removal of a named individual.
    • In order to add an individual to an account, please contact our Client Services Department on 01 633 3888 or ireland@cantor.com who will talk you through the relevant steps. Please note specific documentation (Application form and proof of Identity and Address) will be required for the new party.

I’m not sure who looks after my account

Please contact our Client Services team on 01 633 3888 and we will gladly assist in confirming the broker/portfolio manager who looks after your account.

I’d like to sell my shares

All of our trades are conducted over recorded telephone lines. Please call our Dealing Desk on 01 633 3633 and you may instruct one of our brokers to sell your shares.

I’d like to view my account online/Reset my online access

All of our clients have the option of online access to view portfolio valuations and transactions. In order to set up or reset your online access, please contact our Client Services team on 01 633 3888 or at ireland@cantor.com and we will gladly assist you.

What does “certified” Anti-Money Laundering mean?

The law in Ireland on anti-money laundering (AML) requires that account documentation is certified. A certified copy is one which has been signed, dated and stamped as a true copy of the original by a practising solicitor/ accountant, Commissioner for Oaths, Garda Siochana or a bank manager . Alternatively, a member of our staff can take a copy of the relevant documents and certify them. This is to comply with the Criminal Justice Act 2013.

I’d like to know what is on my account (valuation)

Please contact our Client Services team on 01 633 3888 or ireland@cantor.com who will assist in sending you a valuation of your account or giving you online access.

I’d like to send/share my account information with a third party

Please note we require signed instruction (posted or scanned by email) in order to release confidential information to a third party.

I’d like a cheque for the funds on my account

Please contact our Client Services team on 01 633 3888 or at ireland@cantor.com who will be able to assist. Please note under current regulations in order to release any assets on your account your Anti-Money Laundering documentation must be valid and in date.

I want to transfer funds to my bank account

Please note under current regulations in order to release any assets on your account your Anti-Money Laundering documentation must be valid and in date.

  • If you have previously provided your full IBAN please contact your broker/portfolio manager directly or our Client Services team on 01 633 3888 or at ireland@cantor.com. We need to receive a request over the phone or by your confirmed email address.
  • If you wish to add a new IBAN to your account we require signed instruction quoting the full IBAN. Alternatively you can complete the Updating Bank Details form here.

 

I’d like to access Cantor Fitzgerald’s bank details to make a transfer

Our bank details can be accessed here
Before sending funds to your Cantor Fitzgerald client account it is important to note the following:

  1. Under no circumstances will Cantor accept cash lodgements.
  2. When transferring funds electronically please quote your Cantor client reference beginning with “DS0” and your name. Payments received with no client reference run the risk of not being recognised / being rejected.
  3. It is our policy not to accept third party payments. Please ensure that any monies being transferred into your Cantor account are sent from a bank account in the same name as the account held with Cantor (transfers from a joint bank account to a Pershing account set up in the name of one of the joint account holders will be accepted). If you make a third party payment it will be rejected. Where funds are rejected it can take up to 10 working days for the funds to be returned to the sending bank.

 

Does Cantor Fitzgerald provide tax advice?

Cantor Fitzgerald does not provide tax advice. You will need to speak with your tax or financial advisor.