ACCESSIBILITY STATEMENT
Date: 28 June 2025
Goodbody Stockbrokers UC (“Goodbody”) is committed to providing our regulated investment and financial planning services in an accessible manner for all our customers, regardless of their ability or access to technology.
In accordance with the European Union (Accessibility Requirements of Products and Services) Regulations 2023 (SI 636/2023) (the “EAA”), we have prepared this statement to provide information on how our regulated investment and financial planning services address the accessibility requirements of the EAA.
Our regulated investment and financial planning services fall under the consumer banking services category, as defined by the EAA. Please see the Annex below for further information on the requirements that we are subject to under the EAA.
Description of Goodbody’s services
Our Consumer Banking Services
Goodbody provides regulated investment and financial planning services to retail clients. A consumer becomes a customer by completing a structured onboarding process, which typically includes identity verification, a suitability assessment, and agreement to regulatory terms and conditions. These services are defined across four core offerings, each governed by its own client agreement:
1. Discretionary Services
We manage investment portfolios on behalf of clients, based on an agreed investment strategy and risk level. This includes:
- Making sure the service is right for you based on your goals, experience and financial situation.
- Agreeing investment strategies that reflect your goals, risk level and how the portfolio should be managed.
- Making ongoing investment decisions on your behalf, in line with the agreed strategy and under a written agreement.
2. Advisory Services
We offer investment advice based on client objectives and preferences. The client decides whether to act on the advice. This includes:
- Making sure investment advice fits your needs based on your goals, experience and financial situation.
- Understanding your investment preferences by defining your goals, risk level and investment requirements.
- Providing non-independent investment advice, whether at your request or initiated by us, for you to consider and decide upon.
3. Execution-Only Services
We carry out trades at the client’s request without providing advice. This includes:
- Providing access to trade a wide range of standard investments.
- Receiving and carrying out your trade instructions without giving advice.
- Providing trade confirmations and holding investments securely for you.
4. Financial Planning Services
We provide structured financial planning services to support personal and financial goals. This includes:
- Reviewing your financial goals, timelines and protection needs.
- Supporting you with inheritance, succession and gifting planning.
- Preparing personalised financial plans to guide your long-term decisions.
Accessibility of our websites
We are committed to ensuring our digital platforms are accessible to all users and to do this we are guided by the technical standard for websites and mobile apps, EN 301 549 v.3.2.1, and the Web Content Accessibility Guidelines (WCAG) version 2.2.
We have partnered with accessibility consultants, Vially, who have conducted an independent audit of the following domains:
Some examples of the accessibility measures we have implemented arising from this are:
- Consistent Layout: Elements that appear on more than one webpage will appear in the same position each time, so users can find them easily.
- Titled Webpages: Every page on the website has a clear and meaningful title that shows what the web page is about.
- Navigation: The website offers multiple ways for a user to navigate. The navigation bar is present on each page in the same relative position, making it easy to find and use.
- Clear Labels: The text on buttons and form fields is easy to understand and matches what screen readers say, helping all users know what each element does.
- Images: Alternative text is provided for images and can be read by users using screen readers.
- Session Timeout and Extension: When a user is logged into the site, they can extend their session time if needed, so they don’t get logged out too soon.
- Error prevention: Where a user enters information on the website, the data is checked for errors and allows users to correct any errors before submitting a form.
We also ensure that content on our digital platforms is clear and understandable.
We recognise that accessibility is an on-going journey and we are continuously identifying areas for improvement and implementing changes to enhance usability for of our digital platforms.
Support services
You can get information about the accessibility of our services and their compatibility with assistive technologies through our relevant support services.
Contact details for our support services can be found at: https://www.goodbody.ie/contact-us/
Third party services
Docusign supports our electronic account opening process, ensuring that clients can sign electronic client agreements. Oxford Risk is used to assess client risk profiles as part of our financial planning services. You will engage directly with both Docusign and Oxford Risk for these purposes. Please refer to the Docusign website and the Oxford Risk website for information on the accessibility of their services or contact them directly.
Non-accessible website and app content
There are exemptions from the accessibility requirements for certain website and app content under the EAA. In particular, the following exemptions apply to certain content on our websites:
- office file formats (e.g. PDFs) published before 28 June 2025; and
- third-party content that is neither funded, developed by, or under the control of Goodbody (e.g. Crest Transfer Form).
Service delivery and monitoring
We monitor the delivery of the services referred to in this statement to ensure ongoing compliance with the EAA. This includes:
- Being guided by recognised accessibility standards such as the latest Web Content Accessibility Guidelines (WCAG) when developing our client-facing web content and digital documents.
- Assessing the accessibility of key service touchpoints as part of our development and testing processes.
- Staff training and feedback mechanisms support continuous improvement, ensuring that all clients can access and interact with our services without barriers.
The EAA provides for technical standards which will address some of the requirements set out in the EAA. As of the date of this statement those standards have not been published. Once they are published, we will
review them. If there are any points in the technical standards which will help make our services more accessible, then we will consider implementing those.
If you want to contact us
If you have any questions about the accessibility of our consumer banking services or the contents of this Accessibility Statement, please tell us at [email protected] or alternatively you can submit any feedback or queries using at the Contact Us Form at https://www.goodbody.ie/contact-us/
If you are unhappy with our response, you have the right to make a complaint. As a provider of consumer banking services in Ireland, we are regulated by the Central Bank of Ireland. You can contact the Central Bank of Ireland by:
- visiting the Central Bank of Ireland website.
- writing to: Central Bank of Ireland, New Wapping Street, North Wall Quay, Dublin 1, D01 F7X3
ANNEX – Requirements we are subject to under the EAA as a provider of Consumer Banking
1. General accessibility requirements:
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- ensuring the accessibility of the products used in the provision of the service;
- providing information, in the following manner, about the functioning of the service, and where products are used in the provision of the service, its link to these products as well as information about their accessibility characteristics and interoperability with assistive devices and facilities:
- making the information available via more than one sensory channel;
- presenting the information in an understandable way;
- presenting the information to users in ways they can perceive;
- making the information content available in text formats that can be used to generate alternative assistive formats to be presented in different ways by the users and via more than one sensory channel;
- presenting in fonts of adequate size and suitable shape, taking into account foreseeable conditions of use and using sufficient contrast, as well as adjustable spacing between letters, lines and paragraphs;
- supplementing any non-textual content with an alternative presentation of that content;
- providing electronic information needed in the provision of the service in a consistent and adequate way by making it perceivable, operable, understandable and robust;
- making websites, including the related online applications, and mobile device-based services, including mobile applications, accessible in a consistent and adequate way by making them perceivable, operable, understandable and robust, and
- where available, support services (help desks, call centres, technical support, relay services and training services) providing information on the accessibility of the service and its compatibility with assistive technologies, in accessible modes of communication.
2. Specific accessibility requirements for consumer banking services:
- providing identification methods, electronic signatures, security, and payment services which are perceivable, operable, understandable and robust, and
- ensuring that the information is understandable, without exceeding a level of complexity superior to level B2 (upper intermediate) of the Council of Europe’s Common European Framework of Reference for Languages.
CONTACT US
Speak to our specialist teams in Dublin, London, Cork and Galway.