Cross-Border US/EU Investment and Regulatory Issues

Please join the International & Cross-Border Planning Knowledge Circle on Wednesday, the 18th at 10 am ET, for the September 2019 presentation.

Guest speaker Tom Zachystal with International Asset Management, will be presenting, “Cross-border US/EU Investment and Regulatory Issues”

This session will explore regulatory and investment management considerations related to cross-border US/EU situations from both the advisor and client perspectives.

Key topics that will be covered include:

• A summary of EU regulations affecting investment management
• Advisor licensing issues in dealing with cross-border US/EU situations
• Investment and tax considerations in managing cross-border accounts
• Regulatory issues pertaining to starting and managing a cross-border US/EU investment advisory firm

Tom Zachystal is President and Founder of International Asset Management, a US Registered Investment Advisor specializing in investment management and financial planning for US citizens living abroad. He is also Chairman of the Board and Partner of International Wealth Group, a Cyprus-domiciled, MiFID licensed, Discretionary Fund Manager and Investment Advisor.