Cantor Fitzgerald has a long established successful relationship with the Irish credit union sector having provided independent financial services since 2000. Currently we have active business relationships with 50 leading credit unions, through our dedicated and experienced Credit Union team. Our credit union clients benefit from full access to the in depth financial and investment resources available within the global Cantor Fitzgerald group. Our services are outlined below.
Investment Advisory Services
Informative advice is essential in the efficient management of a credit union’s investment portfolio. We provide the support and guidance required to allow credit unions make informed investment decisions. This advice reflects the credit union’s investment objectives whilst managing members’ funds prudently. Portfolio optimisation is achieved by balancing risk and reward. All recommendations meet the needs of the credit union as well as regulatory requirements. Our team of research analysts regularly reviews economic and market movements and shares key investment insights.
Bond Execution and Custody
Our Debt Capital Markets division is an integral and vibrant part of the Cantor Fitzgerald global network with access to the domestic and international bond markets and provides very competitive pricing to credit unions who wish to use their execution and custodian facilities. Cantor Fitzgerald is recognised as Primary Dealer by the NTMA in Irish Government Bonds.
Cantor Fitzgerald develops innovative capital protected and structured investment products tailored to the Credit Union sector. We also provide analysis of other products offered to credit unions by intermediaries and execution services for purchase and sale of same.
Cantor Fitzgerald Ireland is currently offering 7 & 10-year Senior Preferred Bonds issued by BNP Paribas. The Euribor Range bonds offer Credit Union investors access to a competitive rate of return from a highly rated major European issuer. These bonds qualify as “relevant liquid assets” under the new investment regulations and so can be included in liquidity calculations with the relevant maturity discount applied.
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The 10-Year Bespoke Bond (‘The Bond’) offers credit unions access to a senior bank bond where the target potential returns can be adjusted by a credit union to meet their individual income needs. The Bond alternatively offers credit unions the option of having a fixed return in some or all of the expected 10-year life of the product and a variable return paid out in other years, linked to the positive performance of the BNP Paribas MS – Allocation Fund Stars Index 2 (‘The Index’). BNP Pariibas SA (‘BNPP’), a major European bank rated (A+/Aa3/A), offers 100% capital protection at the end of the investment term.
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Business Planning and Financial Advisory Services
We work directly with credit union boards and management in providing consulting and advisory services to ensure that credit unions meet their goals; maintain strong balance sheets and provide first rate financial services to their members. Advisory assignments include assisting credit unions in the development and implementing of strategic and detailed business plans, reviewing the performance of the credit union, growing the business through focused and practical marketing plans, and, undertaking independent due diligence and financial reviews for credit unions that are party to a merger transaction.