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Should you be planning to move, or have already moved, to another EU jurisdiction, our distinctive solutions can give you peace of mind over your finances.
Should you be planning to move, or have already moved, to another EU jurisdiction, our distinctive solutions can give you peace of mind over your finances.
If you are considering moving between one of the EU countries, or even to Switzerland, to work or live, it is important to note that your current financial adviser will quite probably be unable to accommodate your financial management needs, once you are no longer resident in one jurisdiction and have moved to the second jurisdiction.
The rare exception would be if the Adviser Firm has special overseas regulatory permissions from the specific Regulator of the Country to which you have moved.
Extreme care should be taken if your existing UK Adviser suggests that you can be advised whilst abroad. In particular, you will lose all financial protections in place when receiving advice from a UK-based and regulated Adviser Firm. These include the:
*cover that the Adviser Firm needs to have to adequately protect its UK Clients in the event of a financial loss being deemed due to advice given to you.
We have found cases where Adviser Firms across the EU are unaware of the above rules and regulations, continuing to advise Clients from one country who move away to another. This is bad for the Client who ends up losing some or all of the above protections.
Fortunately, whether or not you are a current Client of Patterson Mills, we can offer you the right advisory solution for those moving to the following countries:
This is achieved through our agency via Blackden Financial in Geneva, Switzerland, along with their EU Partners. The result is:
Our solutions are aimed at keeping your costs down, investment performance up and ensure you benefit from qualified, regulated advice in the relevant jurisdiction.
Whether you are still in the planning stages, or have already left, we can help. Due to our regulated international links, we can review what you have in place before you leave, or after, and make recommendations so you can plan your preferred next steps an have peace of mind.
Our solutions, as always, are aimed at keeping your costs down, investment performance up and to ensure you benefit from qualified, regulated advice in the relevant jurisdiction.
To find out more, e-mail to info@pattersonmills.ch or complete our contact form here.
Whether you are moving away shortly or even in the planning stages, you have nothing to lose and potentially a lot to gain!
Whether you are still in the planning stages, or have already left, we can help. Due to our regulated international links, we can review what you have in place before you leave, or after, and make recommendations so you can plan your preferred next steps an have peace of mind.
Our solutions, as always, are aimed at keeping your costs down, investment performance up and to ensure you benefit from qualified, regulated advice in the relevant jurisdiction.
To find out more, e-mail to info@pattersonmills.ch or complete our contact form here.
Whether you are moving away shortly or even in the planning stages, you have nothing to lose and potentially a lot to gain!
Patterson-Mills Sàrl acts as an Appointed Representative of Lawsons Network AG. Any financial advice is given as Appointed Representatives of Lawsons Network AG, a member of SO-FIT (a self-regulating body approved by the Swiss Financial Market Supervisory Authority (FINMA) for the supervision of the financial intermediaries. SO-FIT is also recognized by FINMA as a professional organization for laying down rules of conduct relating to the practice of the profession of independent asset manager within the meaning of the Swiss Federal Act on collective investment schemes).
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