Sterling Trust will be taking the Foresight message to IFAs attending the annual International Advisor Future Advisory Forum Europe. The event is being staged at The Courthouse Hotel in Shoreditch, London on Thursday, 20th September.
Accessed via a member login, this confidential, highly secure service provides an administrative fast track for the processing of all client trust and company applications, and will be enhanced to allowing the instant retrieval of key documentation, such as client annual reports.
The presentation will be made by Sterling’s Business Development Manager, Andy Cowin.
Run in association with FEIFA, the trade body representing English-speaking financial advisors across mainland Europe, the London Forum brings together IFAs who service the UK and European expat market.
Foresight is designed to help provide clarity for IFAs and their clients over existing tax and estate planning arrangements.
“Since Foresight is particularly geared towards UK expats and non-doms currently working or living abroad, the Forum is a perfect opportunity to introduce the product to a highly relevant audience,” explained Andy.
“It has been specifically created in a bite-size formula, making it easy to spot any shortcomings that clients may have in their current provisions. For additional peace of mind, everything is contained within a transparent fee structure,” he added.
Sterling’s attendance at the International Advisor event follows a highly successful presentation the company made to an IFA conference in Mauritius.
“The feedback we have already received from Foresight amongst the IFA community is extremely favourable. They like what they see,” said Andy.
Connect via LinkedIn
Facebook
