Showcasing global achievements in best practices in every aspect of business, wealth management firm Aisa International, has been crowned “Best in Investment Planning” in International Adviser’s Best Practice Adviser …
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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 …
Queen Elizabeth II
Every so often something momentous happens. The death of Queen Elizabeth II is an event that impacts on the world, whilst also having a particular resonance with most British and …
Cyprus to attract foreign professionals
Cyprus is to attract foreign professionals and headquartering, with new bill for favourable tax arrangements. The Cabinet of Ministers approved, on 10th May 2022, a new tax incentive scheme aimed …
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 …
EU Investment- MiFID Qualified
For any adviser or adviser firm considering applying for a MiFID (Markets in Financial Instruments Directive) licence in the European Economic Area (EEA), we have a precautionary tale of commitment …
Spanish Wealth Tax- UK pensions
Have you heard the latest offshore IFA grift warning people about how a British pension is now subject to Spanish Wealth Tax post-Brexit? Not only that, the advice to avoid …
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 …