How to manage your EU based clients after Brexit

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. If you and your clients are affected, this guide will explain your options.

Damian Davies

Head of Engagement

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 have been working with Black Swan Capital to produce a guide on how to manage your EU based clients after Brexit.This guide is provided with our complements and can be downloaded here.

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