By Eddie Sammon An introduction to Assurance Vie There are many ways to invest in a tax-efficient manner whilst resident in France. We will start this series with an introduction …
Find your lost pension
Find your lost pension Over a working lifetime in the UK, it is a fact that a lot of people lose track of some of the pension plans they accumulated …
EU bid to ban financial product commissions faces resistance
On the 17th January, 2023, International Adviser ran an article about the possible EU ban of commissions on products sold by banks and insurance companies . Part of the text …
MiFID- One ‘Adviser’, Multiple Regulators and the Law
We have previously written about Brexit and British pensions and MiFID requirements for advice into Europe but how does this all affect the mobile international worker? The largest misconceptions lie around the fact …
Retiring to France
© copyright Aisa InternationalWhat you should know when Retiring to FranceIf you are reading this article, you almost certainly seeking to live in France or intend to retire in France …
Aisa International Prague Office- Ukraine
In a demonstration of solidarity with the beleaguered people of the Ukraine, both Aisa International and the OpesFidelio advisory network it operates across the EU, will no longer be accepting …
Final Salary Pension Transfer Critical Advice
What does it mean for a pension member of a final salary pension scheme to receive a positive recommendation and why has the UK regulator, the Financial Conduct Authority, deemed …
Aisa International- MiFID- Securities Trader, European Portfolio Manager
Aisa International s.r.o., which also works under the trading style OpesFidelio and Tailormade Pensions is a MiFID- Securities Trader and European Portfolio Manager. The company received formal notification from the …
QROPS- Restrictions on transfers from November 30th 2021
QROPS transfers are mentioned in the conclusions of the DWP into Occupational and Personal Pensions that was published yesterday afternoon. QROPS- Residency Requirements I would like to bring your attention to paragraph …
Chartered Financial Planner
Aisa Financial Planning has just renewed its Chartered Financial Planner status for another year. This is on top of being separately listed as a Finalist in the prestigious Money …