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Expat Wealth At Work is an Appointed Representative of Private Client Consultancy, a trading name of Efficient Frontiers SL, whose registered address is Calle Jardin Botánico, 23/24, La Cala de Mijas, Mijas Costa 29649, Spain with CIF B42839589, authorised by the Dirección General de Seguros y Fondos de Pensiones No J-3930, holding obligatory Professional Indemnity Insurance with AIG Europe for the regulated activity, which is insurance related investments and pensions, and with sufficient financial capacity in accordance with the law. PCC is licensed to operate directly in Spain and it is also licensed to operate in Austria | Belgium | Bulgaria | Croatia | Cyprus | Czech Rep | Denmark | Estonia | Finland | France | Germany | Greece |Ireland | Italy | Latvia | Lithuania | Luxembourg | Norway | Poland | Portugal | Romania | Slovakia | Slovenia | Sweden and the Netherlands, under the freedom of services provision.
PCC Malta (a trading name of Efficient Frontiers SL) acts as an Introducer to AQA Capital Ltd. AQA Capital Ltd is authorised and regulated by the Maltese Financial Services Authority (“MSFA”) with registration number C 70143. AQA is authorised as a UCITS and AIF management company and also provides additional services including discretionary portfolio management and investment advisory services (commonly referred to as “MiFID services”). AQA Capital is authorised to provide services across the EU countries via the EU passport, as well as to clients resident in other non-EU jurisdictions.
PCC Switzerland (a trading name of Neek S.A.) is a tied agent of Asset Street SA who is incorporated under the laws of Switzerland in the Canton of Geneva under the number CHE – 161.878.570, authorised by OAR – G and the Swiss Financial Supervisory (FINMA) related to investment and insurance activities.
PCC allow Appointed Representatives to trade under their own brand using the permissions and licences that PCC hold. This technically means that the advice is being given by PCC as the regulated entity, and does not interfere with or reduce clients’ statutory rights or consumer protection.
We offer investors solutions that are regulated by governments, such as a Luxembourg-based investment platform. Clients only invest in UCITS funds that are considered safe and well-regulated investments in Europe, Asia, GCC & Latin America.
This website is not for American residents or American expats, unless for informational purposes only, or unless it is specifically stated that you are eligible for any service.
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