Are you an IFA in need of a regulatory home for your EU/EEA Pension and Investment Clients?
EUI Private Wealth Limited is your trusted partner in navigating the intricate regulatory landscape. We are a MIFID and IDR firm, rigorously regulated by the Central Bank of Ireland, with passport rights throughout the EU/EEA. With us, you can refocus your efforts on serving your clients, leaving the complexities of financial regulations to our expert team.
Our offerings include:
Regulatory oversight from a reputable regulator.
Comprehensive administrative support.
Access to Pension Trustees, major financial platforms and thousands of funds/ETFs.
Competitive pricing structures.
Smooth and efficient client onboarding, ensuring a seamless transition for all parties involved.
Don’t let regulatory matters consume your valuable time. Contact us today to explore how we can support your business and help you provide the best service to your clients. Your success is our priority.
Discover the benefits of partnering with EUI Private Wealth Limited and focus on what you do best – serving your clients.