EU vs Non-EU investment advice: Does it matter? Investment advisers must follow strict rules to keep clients’ money safe.
Cross-Border Investment Planning
Due Diligence is Necessary to Choose the Right Financial Adviser – Part 3
Use our Due Diligence checklist to find out if your financial adviser is qualified, regulated, and legal.
Investor Resources Expand with OpesFidelio’s New Website
The resource matches European investors with one of more than 40 highly qualified advisers, based on their location and investment needs.
ISA Information UK Expats Need to Know
ISAs – Individual Savings Accounts – are often sold as tax-free products. Nothing could be further from the truth for UK expats.
US Residents who transferred into a QROPS – Part 2
There May Be Trouble Ahead This article may be of interest for those that accrued savings in British pensions, then who...
USA residents with QROPS? There May Be Trouble Ahead – Part 1
This article may be of interest for those that accrued savings in British pensions, then who became US resident and then...
Not Getting a Month of Paid Vacation? Consider Moving Abroad
Taking a break from work is essential for maintaining a healthy work-life balance. It's no secret that the United States...
EU Investment- MiFID Qualified
For any adviser or adviser firm considering applying for a MiFID (Markets in Financial Instruments Directive) licence in...