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Budget 2024 - RBK Analysis 1.37 MB

Mike Scanlan, Senior Tax Manager with RBK provided an overview of the tax measures introduced at our Budget Briefing event on 11th October 2023

Graduate Recruitment Brochure 5.1 MB

RBK offer a comprehensive range of accountancy and advisory services – meaning that at RBK you will gain all of the experience, opportunities and training you’ll ever need.

Life and Pensions Remunerations 354.25 KB

The Background - Pursuant to provision 4.58A of the Central Bank of Ireland’s September 2019 Addendum to the Consumer Protection Code, all intermediaries, must make available in their public offices, or on their website if they have one, a summary of the details of all arrangements for any fee, commission, other reward or remuneration provided to the intermediary which it has agreed with its product producers.

Sustainable Finance Disclosure Regulation (SFDR) Disclosure Document 449.33 KB

How RBK Business Services Limited, trading as RBK approaches sustainability risks and adverse sustainability impacts in the advice we give you about savings, investment and pension products

Wealth Management Letter of Engagement 294.53 KB

The purpose of this Engagement Letter, which supersedes any prior versions, is to set out the basis on which we will carry out the functions of Financial Adviser to you.

Privacy Policy - March 2020 187.15 KB

RBK is committed to ensuring that your privacy is protected. This Privacy Policy (together with our General Terms of Business) sets out the basis on which any personal data we collect from and about you, or that you provide to us, will be processed by us. Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it.

General Terms of Business 407.37 KB

These General Terms of Business apply to all services delivered or due to be delivered by RBK to a client unless otherwise agreed in writing.

The Treasury Hub - Summer 2023 867.64 KB

Welcome to the summer 2023 edition of THE TREASURY HUB Banking Markets Bulletin.

Credit Union Benchmarking Survey Results 2023 5.04 MB

Results from our Annual Credit Union Benchmarking Survey 2023. This report summarises the findings of a survey of credit unions conducted in March/April 2023. It reflects survey responses from 44 credit unions and financial data used from 72 Credit Unions from published annual reports. Sample of Credit Unions represented €10.54b or 51.9% of total asset size of Credit Union movement in the State (sector asset size was approx. €20.3b across 205 Credit Unions as at 30 September 2022). Prior year data has been updated to reflect additional information that became available after our 2022 Credit Union Benchmarking Report was published. Non-financial data in this year’s report refers to the current year to date and includes prior year comparisons where available.

Bringing your Strategy to Life 2023 2.88 MB

Colm O'Grady, Partner, RBK & Ciara Kelly, Managing Director, Futureneerz presented on being clear on your Why/What/How and using a Strategic framework and Culture plan in order that your business and people thrive - sharing a live case study and its application to Credit Unions to demonstrate how this can be done.

Credit Union Regulatory Update 2023 1.34 MB

Michelle O'Donoghue, Partner and Deirdre Ward, Manager with RBK presented on moving the regulatory functions beyond compliance to become solution orientated functions with a forward thinking dynamic that aids strategic goals at our Credit Union Seminar in May 2023.

Talent Mobility - Creating Capacity & Capability within your Organisation 1.95 MB

Yvonne Clarke, HR Solutions Manager with RBK presented on how to capitalise on the talent that is already in your business at our Credit Union Seminar in May 2023. Your next great hire could be one of your own employees. Create career agility whilst ensuring that you keep pace with the demands of the modern business landscape.