Company Information

Get to know OpesFidelio IFA

OpesFidelio operates as a network for qualified Independent Financial Advisers (IFAs) across Europe and internationally. The company provides the necessary regulatory framework, compliance, and administrative support, allowing its members to offer independent financial planning, investment advice, pension planning, and wealth management services to clients. A key focus is on serving the expatriate community. OpesFidelio is part of the A-Plan / Howden Group and is the brand name for Aisa International, s.r.o., a MiFID-authorised firm regulated by the Czech National Bank, which passports its services across the EU.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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OpesFidelio IFA

United Kingdom

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.