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Wealth Management and
full client servicing
Our network is for successful European based IFA’s who want to excel, employing wealth management for your clients and looking to treat customers fairly, and build a wealthy client bank who appreciate these qualities. Our network members have high integrity and avoid those funds and products that damage your reputation and the wealth of your clients!
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.
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)