EU Wide Licencing

Templar holds an Investment Advisory Services Licence, issued by the Malta Financial Services Authority (MFSA).

The European Union harmonises investment and insurance rules throughout the EU and EEA area, to support and improve best customer outcomes and increase consumer protection. Templar is recognised by the necessary authorities as committed to following these rules and is enabled to provide services to EU residents and EU expatriates worldwide (subject to local worldwide restrictions in some non-EU countries).

Licensed by MFSA

Malta Financial Services Authority. The MFSA is the single regulator for financial services activities in Malta. It regulates and supervises credit and financial institutions, investment, trust and insurance business’ and houses the Registry of Companies.

Issues guidance notes, monitoring local and international developments and working with relevant parties on legislative matters, the Authority encourages high standards of compliance. You can see our licensing arrangements by entering “Templar EIS” here.

MIFID Compliant

Markets in Financial Instruments Directive. Templar complies with the European Markets in Financial Instruments Directive (MiFID). This provides a harmonised regulatory environment for investment services across the EEA. The main objectives of MiFID are to enhance financial transparency, increase competition, and offer greater consumer protection in investment services. A link to the European Commission to access information on MiFID & the new MiFIDII & MiFIR directives applicable in from 2018 is here

Working across borders

Markets in Financial Instruments Directive. Templar complies with the European Markets in Financial Instruments Directive (MiFID). This provides a harmonised regulatory environment for investment services across the EEA. The main objectives of MiFID are to enhance financial transparency, increase competition, and offer greater consumer protection in investment services. A link to the European Commission to access information on MiFID & the new MiFIDII & MiFIR directives applicable in from 2018 is

Italy

Latvia

Lithuania

Luxembourg

Netherlands

Poland

Portugal

Romania

Slovakia

Slovenia

Spain

Sweden

United Kingdom

Put simply:

Can we deliver our services to you wherever you live in the EEA – YES we can **

Can we deliver our services to EU expatriates wherever they may live – YES we can ***

* The use of county flags or logos of financial authorities does not signify endorsement, approval or protection by such authority of the products or services delivered by Templar to customers in other countries.

** Subject to clear and documented understandings

*** Subject to clear and documented understandings and local non-EU country restrictions