Timebank publishes guide to serving EU-based clients post Brexit
22 December 2020
Outsourced Paraplanning firm The Timebank has published a guide to serving EU-based clients post the Brexit deadline of 31 December 2020.
From January 2021 passporting will cease irrespective of whether the UK leaves with a deal or we see a no-deal Brexit. That means UK-based financial advisers and planners will no longer be able to advise clients who live in the EU.
The Timebank, alongside Black Swan Capital, has produced a guide on how to manage EU-based clients after Brexit.
Damian Davies, founder of The Timebank says: “If paraplanners find their clients are affected, we’ve produced this guide in association with Black Swan Capital to help explain their options.”
The guide can be accessed here: Timebank-black-swan-capital-europe-brexit-guide
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