How can financial advisers help clients access offshore markets without losing sight of their broader investment portfolios? Moonstone’s Mark Bechard speaks to Chris Vermaak, regional business development lead at Turlov Family Office Securities (TFOS), about the company’s adviser-focused execution platform.
They discuss: access to offshore markets and digital assets; how advisers can oversee client portfolios through sub-accounts; the distinction between investing in underlying instruments and CFD exposure; the segregation of client accounts from company funds; supplementary insolvency protection for eligible clients; research and educational resources; fees and minimum-deposit requirements; and agent arrangements for qualifying financial professionals.
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TFOS is an authorised financial services provider regulated by the Financial Sector Conduct Authority, FSP No. 52874. Find out more: https://www.tfos.com/ Financial products and digital assets involve risk.
Their value may rise or fall, and past performance is not indicative of future performance. Fees, eligibility criteria, product restrictions, and terms and conditions apply. This video is for general information and does not constitute financial, legal, or tax advice.