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!
USA Expats
MiFID Firms vs IDD: Which is Best for You? Part 1
MiFID investment advisers offer much higher consumer protection levels and regulatory protections than IDD advisers.
EU vs non-EU Third Party Investment Advice – Part 2
EU vs Non-EU investment advice: Does it matter? Investment advisers must follow strict rules to keep clients’ money safe.
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.
US Expats Need Specialized Investment and Tax Advice
US expats’ financial management concerns include reporting all income, earnings, and investments to the IRS. As specialists, we can help!
Global Market Update Event
You're invited to attend a morning seminar hosted by the British Chamber of Commerce. Date: 28/02/2024 Time: 09:00 - 11:30...
Addressing The Pension Crisis
The Czech Government are introducing a new savings product from 2024. The expectation is that the proposed Long Term...
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...
When Can I Take Advice From a Non-EU Financial Adviser Firm?
It depends on who initiates the conversation. We have talked a lot about financial adviser regulations both on our website...
Unlicensed Financial Advisors Are a Threat to UK and US Expats in Czechia
Unlicensed financial advisors are gambling with your money. Unlicensed financial advisors are encountered by thousands of...
Is Your Advisor Correctly Licensed and Registered?
Don’t add more risk to your investments by choosing an unlicensed or incorrectly registered advisor. Expats who reside in...