Stay updated on the latest investment trends and performance. Discover the factors affecting current investments.

Stay updated on the latest investment trends and performance. Discover the factors affecting current investments.
Among the malpractices that expats should be particularly aware of, is investment advice provided by unlicensed advisers.
Does your insurance bond offer the necessary protections needed by expats living in the Czech Republic?
Do UK citizens have no tax to pay on assets put into Czech Trusts? And, what happens when the original settlor dies?
Why are financial advisers not telling you how to avoid unnecessary hidden fund fees? The outcome of your investments depends on it!
What are the best – and worst – ways to pay your financial adviser?
Choosing a financial adviser should be based on at least these three considerations: fees and costs; qualifications; and QROPS knowledge.
Financial advisers in the Czech Republic often offer ‘expats’ free financial or investment advice or even free investments (buy something and you get something else free). “Free” is rare!
The investment update includes the status of investment portfolios, current factors affecting markets, geographical and sector outlooks, and asset allocation views.
MiFID investment advisers offer much higher consumer protection levels and regulatory protections than IDD advisers.
EU vs Non-EU investment advice: Does it matter? Investment advisers must follow strict rules to keep clients’ money safe.
Use our Due Diligence checklist to find out if your financial adviser is qualified, regulated, and legal.