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“OpesFidelio is no different to our network.” Is this true?

By on 31.7.2019 in Must Read, OpesFidelio Strategy

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Well it is if your network allows 100% of initial and ongoing fees to be paid to you as a network member.

It is true…

  • if your network is authorised in both the UK and the USA.
  • if your network is regulated in the EU under MiFID and IDD and can legally allow you to provide investment advice without the need for insurance wrappers.
  • if your network does not insist on exclusivity, and allows you to work with other partners.

It is NOT true…

  • if your existing network does not offer all these things.

OpesFidelio is a fee based network established for advisers who want to build a long term business model and want to base their business around their clients wealth management being based purely on regulated funds, ETP and appropriate structured notes.

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OpesFidelio network is set up for mainland Europe but does operate in other countries worldwide. Countries such as the UK, America, Singapore, Australia & Holland (list not exhaustive) require special qualifications and regulation; if you wish to do business in these countries you must hold regulatory permission from the relevant regulator and have certain permitted activities to provide advice. OpesFidelio is Trademarked in the UK and also the EU, and no-one is permitted to use OpesFidelio, its logo or name in relation to financial services without written permission. As part of the agreement with advisers we permit the use of OpesFidelio in the country that we have permitted our annually renewable licence for. OpesFidelio is registered as a trading name in the UK with the FCA.