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Investing Safely as an Expat in Czechia

by | Sep 5, 2024

Top Stories, UK Expats, USA Expats

Investing safely

Doing your due diligence on firms offering you investment advice is an indispensable aspect of careful investing.

Investing safely includes the very first thing you do: Choosing between firms offering investment advice could make all the difference between growing your wealth or entering a world of unwelcome problems.

Unscrupulous firms in Czechia offering investment advice without the proper licenses or regulatory oversight leave customers with little to no protection in the event that things go wrong.

Aisa International, a leading investment company focusing on investment services for expats living in Czechia, is on a mission to raise awareness of the traps facing unwary investors. Speaking to Expats.cz, Aisa co-founder James Pearcy-Caldwell stresses that time spent doing basic due diligence on firms offering investment advice is time well spent.

Investing Safely: Start with Due Diligence

According to Pearcy-Caldwell, due diligence is vital given that certain companies offering investment advice in Czechia are “representing themselves incorrectly or even fraudulently.” Due diligence doesn’t have to be carried out by experts; it can simply mean carving out an hour or two to carry out simple checks on the advisers offering you their services.

Keep reading this partner article on expats.cz

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The views expressed in this article are not to be construed as personal advice. Therefore, you should contact a qualified, and ideally, regulated adviser in order to obtain up-to-date personal advice with regard to your own personal circumstances. Consequently, if you do not, then you are acting under your own authority and deemed “execution only”. The author does not accept any liability for people acting without personalised advice, who base a decision on views expressed in this generic article. Importantly, where this article is dated then it is based on legislation as of the date. Legislation changes but articles are rarely updated, although sometimes a new article is written; so, please check for later articles or changes in legislation on official government websites, as this article should not be relied on in isolation.

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Post written by:

James Pearcy-Caldwell

James founded and runs Aisa with an emphasis on a pro-client and transparent approach. He is always looking for the most suitable solution for the benefit of the client. He has been in the field of investment advice since 1998, and therefore fully understands the necessity of open communication and honesty. James is certified in many financial areas in several countries and also holds the most prestigious European certificate in investment planning EFP (European Financial Planner).

Aisa International is the only financial advice service company specialising in advice for expats that is regulated as a Securities Trader in the Czech Republic, USA, and UK.

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