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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