Maintain EU based clients post Brexit
The impact of Brexit is unprecedented and has been incredibly disruptive in the financial services sector, with a profound effect on both brokers and clients alike. Advisers need to review their current licensing permissions to ensure all advice remains legally compliant, wherever their clients are resident.
It has become clear that legal and licensing changes have removed the ability for smaller IFAs to continue to service certain clients, especially those that have moved abroad.
In many situations current UK licensing no longer applies post-Brexit, therefore precluding the servicing of EU based clients.
For many brokers these licensing restrictions will only apply to a small number of clients living overseas and we understand that many firms will not want to join a network to resolve this.
Our Gateway solution provides a simple and pragmatic way for brokers to maintain an ongoing client relationship and revenue stream;
- Ongoing revenue with minimal disruption
- Fully transparent and streamlined onboarding procedure
- Locally based advice and expertise where client is resident
- No change to advice status and revenues on clients UK assets
- Prohibited assets can be re-brokered internally and cost effectively
- Options to upgrade to full network member
- Access to other non-EU licensing solutions
Succeed with IFA Gateway
Whatever stage of the journey you are at, we will help you realise your full potential and acheive your ultimate goals.
Find out how we can help you achieve your business ambitions.
We would love to discuss your requirements, advise on how we can assist you and to hopefully partner with you on your business journey, wherever you are.
Paul Brown
CEO