Menu
Our international distinctive, end-to-end solutions are here to help you feel confident about your finances.
Our international distinctive, end-to-end solutions are here to help you feel confident about 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 likely be unable to accommodate your financial management needs once you are no longer a resident in you make the move.
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.
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 likely be unable to accommodate your financial management needs once you are no longer a resident in you make the move.
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 Adviser suggests that you can be advised once you have changed EU country of residence. In particular, you will lose all financial protections in place when receiving advice from a regulated Adviser Firm in the first territory. These include the:
*Cover that the Adviser Firm would usually have to adequately protect you in the event of a financial loss being deemed due to advice given to you.
Unfortunately, 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 have moved to another. This is bad for the client, who ends up losing some or all of the aforementioned 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, or between, the following jurisdictions and more:
This is achieved through our EU regulatory and compliance agencies, with the results being:
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 flying away shortly or even just in the planning stage, get in touch with us for an initial no-obligation discussion. You have nothing to lose and potentially a lot to gain.
Patterson-Mills Sàrl is powered by Lawsons Network and operates as an Appointed Representative. We benefit from their regulatory infrastructure and cutting-edge software, enabling us to safeguard and enhance your wealth. Lawsons Network AG, Company No. CHE-394.490.386, Rue Neuve-du-Molard 19, 1204 Genève, Switzerland. Lawsons Network AG is registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA – 37795), a member of the Client Advisors register at Association Romande des Intermédiaires Financiers (ARIF – 32974) and affiliated to Organisme de Surveillance pour Intermédiares Financiers & Trustees (SO-FIT) as an SRO – Affiliate No. 1202.
© COPYRIGHT 2024 – PATTERSON-MILLS SÀRL – PRIVACY POLICY
THIS SITE IS PROTECTED BY RECAPTCHA AND THE GOOGLE PRIVACY POLICY AND TERMS OF SERVICE APPLY.
