Hi there everybody,
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Hope you are all well and had a great weekend behind you.
Can you believe it? It's almost Halloween again!
This week we have one or two interesting propositions for you, so without wasting too much time let's get right into it.
Our first option is a brand new proposition with a new IFA network run by an experienced team of IFA experts who sold their previous well known major IFA company to another group who then rebranded.
group who then rebranded.
Is your current IFA network holding you back? Are you searching for a network that understands the needs of your international clients – and empowers you to meet them? One that offers regulatory infrastructure, extensive industry experience, game-changing technology and unparalleled support?
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Plug in and go with your choice of three Network membership packages on offer from our client. You’ll discover everything you need to launch, run, grow, or exit your global IFA business – boosting client outcomes with best-practice financial advice:​
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Regulatory infrastructure to trade in a multitude of global locations:​
My client is licensed and regulated in Switzerland by SO-FIT (FINMA) and SCA in the UAE through partnership.
Comprehensive cloud solutions​
Helping you complete business in record times
Outstanding support​
Their IFA hub gives you 24/7 access to our resource center.​
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Understanding your needs​
They've been building and running top-performing IFA businesses across the international wealth management market for decades.
80/20 commission model​
On all advice services, helping to boost your profitability
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Option 1
Are you becoming frustrated with your current network’s commission structure or inefficient processes and systems? Launch or grow your global IFA business as an Appointed Representative of my client's Network.
You’ll enjoy the freedom that comes with operating your own brand independently – but with the regulatory infrastructure, transformational technology, and the support to boost outcomes for your clients provided by them.
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Option 2
Looking for the freedom that comes from being your own boss without the stress, time and resources normally associated with launching or growing an IFA business? Trade under my clients brand as a Network Consultant.
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Not only will you benefit from the regulatory infrastructure, transformational technology, and the support to deliver best-practice financial advice. You’ll also access a multitude of new business opportunities via their wealth management retail arm.
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Option 3
Considering taking a step back from your IFA business?
Whether you’re looking for a full buyout, to sell your client bank, or for a partner to write business on your behalf, my client will help you exit with confidence.
Their exit strategy team ensures that you’re obtaining maximum value for your business – and gives you the peace of mind that your clients will continue to receive exceptional service. They'll facilitate every aspect of the exit process – ensuring a smooth and seamless handover.
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REMOTE IFA PROPOSITION
EU financial regulation (MiFID II) facilitates the harmonisation and cross border activity through the process of passporting into EU countries. Our client can currently passport into: Austria, Belgium, Bulgaria, Cyprus, Czech republic, Finland, France, Germany, Greece, Ireland, Italy, Luxembourg, Netherlands, Norway, Poland, Portugal, Slovakia, Spain, Sweden, Slovenia and Romania. Also included is an EU insurance Distribution Directive (IDD) license, FINMA Switzerland and FCA license for the UK...
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Well this is all we have going into this mid-week, but there's much more on our website! If you have any questions or need to have a chat, just click on the WhatsApp logo below for a quick response.
Have a great rest of the weekend and hear from you again soon.
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Best regards,
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