ATTENTION ALL FORMER ADVISERS - HAVE A CLIENT BANK OF INVESTORS ?
Templar European Investment Services are looking for ex-advisers with
existing clients banks to work with them.
The Regulation of Financial Advisers, Financial Institutions and Product Providers is now becoming more and more intensive in many parts of the World and agencies will become harder and harder to maintain where there is little or no regulation to underpin you and your business.
Based in Malta, we are regulated by the MFSA and provide first class advice to our clients via our Investment licence (MiFID II) and our Insurance licenses (IMD). Both licences are pass-ported into all other 27 EU countries – see our site for further details:
We are a privately owned and truly INDEPENDENT Investment adviser. We do not run our own broker funds or mirror funds.
In most cases we can accept clients onto our books. Where clients have a mixture of non-regulated and regulated investments we will look to gradually convert them to holding only fully regulated investments as and when this is possible.
We will not accept any liability for the investments a client may have when they move to us, but once they are being advised by us, we will do our utmost to ensure that their investment portfolios are aligned to a level of risk that is appropriate of them.
This process can be undertaken in a sensitive manner so as not to alienate the existing adviser (within reason). Where we feel that an existing investment portfolio (or pension) is simply too far ‘out of kilter’ for us to add any value, we will inform you before any contact is made with a client.
Let us take the strain the regulatory burden so that you can concentrate on spending time with clients, in the knowledge that your relationships with them are now more likely to be long term ones!
For an informal and confidential discussion, contact us now at
or call James in strict confidence on 00356 9904 0490.