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Wealth Management and
full client servicing
Our network is for you if you are a successful IFA who wants to excel, employing wealth management for your clients and looking to treat customers fairly, whilst building a wealthy client bank who appreciate your qualities. As a network network member you have high integrity and avoid those funds and products that damage your reputation and the wealth of your clients! You can be European based, or outside Europe in certain jurisdictions as we cater for you through our various Membership levels listed below.
We assist our members to achieve their set goals simply by offering the documents and support required to operate professionally and efficiently.
We ask for a simple business plan to demonstrate how you intend to build your business, if you do not have one we will assist in building one with proven OpesFidelio ideas.
One thing we hear from potential members is that you are isolated, or stuck in a network where no-one is listening to you. You want to break free and put your clients first and maximise your own earnings.
We offer you professional advice and support regardless of your location (although not all of this is “free” as free often means valueless.)
You have the option to have a corporate email address, this is your choice entirely.
Documents You will have access to the following documents, Terms of Business, Fact Find, Client Agreement, Investment Reports, Risk Questionnaires, etc…
Each case submitted will pass through compliance and we will ensure that all the paperwork that is required for each submission is there prior to sending off applications which can lead to time saving and ensure clients are consistently dealt with throughout “your” network. This reduces the chance of “your” network having anything other than a good reputation which is reassuring to you and your clients.
OpesFidelio aim to assist advisers shape their future and provide quality advice to their clients whilst offering payment flexibility and an efficient administrative service, incentives and the possibility for advisers to own their share of the profits of the Network.
Wealth Management is provided by Aisa Group whose UK company have been winners and finalists in many investment and pensions awards, including most recently MoneyFacts Investment Adviser of the Year.
* This are conditions linked to our offer which are available on request. The conditions are linked to qualifications, due diligence and minimum earning levels fees for OF.
“I have spent years trying to find a reputable organisation that deals with advisers and clients in an open manner.”Stuart (OpesFidelio network member)