Important Regulatory Information

An important update about changes to our regulatory permissions.

As a result of the ongoing Brexit negotiations, we have taken the opportunity to complete a review of our regulatory structure, permissions, and client-base. We have considered the political climate and recent regulatory changes, as well as the needs of our existing and potential clients.

This review has resulted in a change of regulatory permissions, meaning that after 31 October 2019, we will no longer be in a position to ‘passport’ our services across borders from the United Kingdom into other EEA states. 

At the present time, we provide our advice and service to some clients on a cross-border basis, and from 1 November 2019, we will be unable to maintain this arrangement. 

We have contacted all impacted clients, so no action is required, unless you would like to discuss this matter further or have any concerns. Please speak to your usual TPO adviser or email our Regulatory Team at