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  • Winners again at International Investment Awards
    The Aisa Group have picked up three prestigious awards at Thursday evening's 18th International Fund & Product Awards, held at the Millenium Mayfair Hotel in London and hosted by International Investment magazine. This comes...
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  • Aisa International scoops two at International Adviser Awards 2017
    At the recent International Adviser Awards held at the Waldorf Hilton on Thursday 28th September 2017, Aisa International picked up two of the key awards on offer, those being Best Business Strategy and Best...
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  • "Hurricane of Legislation" to hit EU based advisers
    At the recent International Adviser's Future Advisory Forum that was held in London yesterday the CEO of the Aisa Group, James Pearcy-Caldwell, that includes the OpesFidelio network, was testifying about the changes due to...
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  • Dublin duo join OpesFidelio network
    The advisery duo of Rachel and Nick Reid have joined the OpesFidelio network, setting up business under the new trading name of OpesFidelio (Ireland) Ltd. The new branch has both full IMD and MiFID...
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  • Aisa International is nominated as a finalist in the Best Best-Practice Awards 2017
    Aisa International has been nominated as a finalist in the Best Best-Practice Awards at the 18th International Fund & Product Awards 2017. The event to be hosted by International Investment, will be held in...
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  • "OpesFidelio is no different to our network." Is this true?
    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...
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  • Aisa Professional nominated at Moneyfacts 2017 Awards for Investment Adviser of the Year
    To add further to previous illustrious awards nominations and wins, Aisa Professional has been nominated in this year's Moneyfacts 2017 Awards in the category of Investment Adviser of the Year. This is further testament...
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  • More on MiFID II
    MiFID II will not be delayed according to Steven Maijoor of ESMA at the Futures Industry Association’s IDX Conference in London. In February 2016, the European Commission confirmed that MiFID II, initially scheduled to come...
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  • Aisa Professional - Best Individual Pension Firm (South West & Wales Region)
    Aisa Professional has scooped one of the four regional awards for Best Individual Pension Firm at last week's Retirement Planner Awards, picking up the award for the South West and Wales Region. For the...
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  • MiFID II and the future
    At the OpesFidelio conference in Prague earlier in May, there was a discussion about the effects of MiFID II. While some referred to it as a “game-changer”, much as the introduction of RDR in the...
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  • Are the UK's CII Diplomas what you need when you are advising overseas?
    The OpesFidelio Business Development Manager, Shane Wood, was one of the four invited guests on the Advisory Panel on Wednesday May 3rd, at the International Adviser Forum held in London at the Waldorf Hilton...
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  • Aisa Professional Win 'Excellence in Investment Planning' at International Adviser Awards
    Aisa Professional has won the 2017 award for 'Excellence in Investment Planning' at the International Adviser Awards ceremony, held on Wednesday 3rd May at the Waldorf Hilton Hotel in London. One of the key...
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  • OpesFidelio Prague Conference 2017
    OpesFidelio are delighted to partner with Novia Global and its select Distribution partner, Up Capital, as the main sponsors of the 2017 OpesFidelio conference in Prague. Andrew Back will be presenting Novia Global comprehensive solutions...
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  • Transparency - the new buzzword in offshore finance
    Transparency, as a description of advice delivery, is being used more and more by firms involved in financial advice. However, what does transparency mean? While we have been banging on about transparency for years (since...
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  • New QROPS Adviser Best Practice
    This article was originally published in International Adviser in March 2017. Many advisers woke up last Thursday morning (9th March 2017) aware that their pipeline business, and thereby possibly a big chunk of their living,...
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  • Feedback on the QROPS 25% tax shock announcement
    James Pearcy-Caldwell, CEO of the Aisa Group that includes the OpesFidelio network, made these comments to International Adviser in reaction to last week's shock announcement from the Chancellor that there would be the imposition...
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  • Offshore Adviser Qualifications
    At OpesFidelio, we believe in the promotion of qualifications, and specifically "offshore" adviser qualifications for those working internationally. For an IFA that is looking to get started on the qualification ladder and who wants credible...
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  • 10 Reasons to Use a QROPS
    Those nice guys at Tailor Made Pensions have written an excellent sequence of articles, that definitively detail the facts and myths around the advantages - or not - of QROPS (Qualifying Recognised Overseas Pension...
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  • Aisa International opens branch in South Africa
    South Africa Financial Advisers Cross-border financial planning firm Aisa International has expanded into South Africa after being granted a licence by the country’s financial services regulator as South African financial advisers. The South African Financial...
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  • HMRC remove France and Italy from QROPS list
    It may have slipped under the radar and happened relatively unnoticed, but just before Christmas HMRC removed all schemes from both France and Italy from the QROPS listing, a fact easily demonstrated by looking...
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  • Aisa International wins major award at 17th annual International Fund & Product Awards
    Best-Practice in Offshore Award 2016   Following on from OpesFidelio’s earlier success last month at the International Adviser Best Practice Awards we are delighted to make a further announcement about our parent company. Aisa International were...
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  • Aisa International creates new European Investment Branch in Czech Republic
    Our company Aisa International s.r.o., a Czech based firm which in the past was directly regulated, has become the first to be registered by the Czech National Bank as a MiFID tied agent of...
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  • Aisa International / OpesFidelio win Best Adviser Firm Europe
    At the International Adviser Awards 2016, Aisa International / OpesFidelio network won the prestigious Best Adviser Firm in Europe award with tough competition from some of the largest European-focused networks and firms. Adviser Awards 2016 The...
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  • The key benefits of belonging to OpesFidelio
    We asked our existing advisers, "What are our key benefits in your eyes?" Below is a selection of the answers we received: OpesFidelio has helped us build a business based on real value as we...
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  • Aisa International is a finalist in the International Investment category of Best Practice Offshore 2016
    Aisa International has been appointed as a finalist in the International Investment category of Best Practice Offshore 2016. This is the second prestigious nomination, and yet a further endorsement, for the Aisa group to...
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  • EU Rules on PRIIPS not affected by Brexit
    However you voted in the EU Brexit referendum, there will always be some legislation that is to the benefit of the consumer that is to be welcomed by all sides of the debate and...
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  • Brexit Investment View (Part 2)
    This piece was written as part of our advice to clients immediately following the Brexit result, on Friday 24th June. Things have of course moved along rapidly since then, with the Exit campaign leadership...
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  • Aisa Nominated for Moneyfacts 'Investment Adviser of the Year' Award
    Aisa Direct, the parent company of the OpesFidelio network, have been nominated in the UK as finalists in the Investment Life & Pensions Moneyfacts 2016 Awards, to be held in London on September 22nd....
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  • European fee-based advisers sought by UK network
    By: Helen Burggraf – International Investment | 29 Jun 2016 Aisa, a fee-based advisory firm headquartered in Wiltshire, England, is seeking other like-minded businesses from across Europe to join its relatively new network, OpesFidelio. OpesFidelio means...
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  • Brexit Referendum result - Investment perspective
    The people of the UK have voted in favour of leaving the EU and this has had an immediate impact on the markets. At the time of writing, the areas most affected are mainland...
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  • Three financial adviser initiatives: Aisa
    By Mark Battersby | Added 15th June 2016 In the second of our series of insights from financial advisers across the world, James Pearcy-Caldwell, co-founder of financial planning firm Aisa, sets out three initiatives he...
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  • Promoting fees and transparency into the EU and beyond
    By Mark Battersby | Added 15th June 2016 In the second of our series of insights from financial advisers across the world, James Pearcy-Caldwell, co-founder of financial planning firm Aisa, sets out three initiatives he...
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  • Working in partnership
    By Mark Battersby | Added 15th June 2016 In the second of our series of insights from financial advisers across the world, James Pearcy-Caldwell, co-founder of financial planning firm Aisa, sets out three initiatives he...
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  • Feedback and Technical Support
    By Mark Battersby | Added 15th June 2016 In the second of our series of insights from financial advisers across the world, James Pearcy-Caldwell, co-founder of financial planning firm Aisa, sets out three initiatives he...
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  • Financial Times article supports OpesFidelio strategy
    We commented on the article and became an "Editors Pick". OpesFidelio Adviser view The FT waves the flag for fee based advice offshore which benefits our OpesFidelio network members (OF Adviser). There was an interesting article in...
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  • UK pensions overseas: what happens if you decide to move home?
    Decent summary But, there is a lot more to this subject. Moving a ROPS back to the UK makes sense even if non-UK resident in some cases. Section 224 FA 2004 comes into play- but...
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  • New IDD rules 2016
    New IDD rules 2016 will have a big impact on IFAs working in the EU who in the past have worked under IMD. IMD has been updated to IMD 2 which has been renamed...
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Awards Won