Expat Investment Platforms

Flexible technology at the lowest cost

The growing number of expat investment platforms entering the overseas market is a welcome change to traditional offshore products used by so many. Platforms facilitate the swift opening of accounts, offer enhanced reporting capability and make transaction handling much easier.

Many providers now have integrated fund research and comparison tools, encouraging investors to get increasingly involved and expand their knowledge. Historical performance, fees, underlying holdings securities and dividend or yield payments can all be viewed in a matter of clicks. Should changes be required, the purchase and sale of assets can be done remotely and with ease. 

Invest in US Dollars, Pounds Sterling, Euros, Swiss Francs, Australian Dollars, and Hong Kong Dollars all within the same account. If capital is required from your investment quickly cash can be paid to your account within 24 hours, or up to a maximum of 72 hours if assets need to be sold to generate liquidity.

Platforms offer easier administration and control of client accounts, which makes for a enjoyable experience for both customer and adviser. 

It is often possible to set up investment accounts without the need for posting documents, significantly increasing the efficiency of managing the investment and reducing delays in correspondence.

QROPS and pension transfers can also be invested through expat investment platforms, and with some providers now offering in house trustee services you're assets can be managed all under one roof.

Get in touch today to arrange an initial conversation and learn more about how low-cost, flexible investing with the latest technology can benefit you.

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Inveq Worldwide

Inveq provides financial services 

globally. As part of a global

network that is regulated in 

multiple jurisdictions, you can be

assured of the best possible 

results regardless of your location.

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9 Prince Maurice Court, Hambleton Avenue, Devizes, Wiltshire, SN10 2RT, UK.

Tel: +44 (0) 1380 717025

contact@inveq.co.uk

Robin Matthews trading as Inveq is a member of OpesFidelio and is authorised to give financial advice subject to contract in parts of the EEA (Excluding the UK). OpesFidelio is a trademarked network of the Aisa Group which includes Aisa Financial Planning Ltd and Aisa International s.r.o. Aisa Financial Planning is authorised and regulated in the UK as an independent financial adviser for UK retail clients by the Financial Conduct Authority and has permissions throughout the EEA under both directives IDD and MiFID.  View FCA authorisation here.

Aisa International s.r.o. is authorised and regulated in the Czech Republic as a financial adviser by the Czech National Bank and has permissions through selected EEA countries. Cash and Tax services are not regulated.