U.S Connected Solutions
U.S Connected Solutions
Don’t Get Caught Out by FATCA
For Americans and US-connected individuals living outside the US, holding investments has historically been challenging. Many banks and financial institutions refuse to open accounts due to FATCA reporting requirements.
We provide cost-effective, SEC- and IRS-compliant solutions with low entry levels for US-connected investors, including:
- Regular Savings –
- Lump Sum Savings
Your 401(k) – Options You Should Know About
If you’ve worked in the US and built up a 401(k), you may benefit from rolling it over into an Individual Retirement Account (IRA). Doing so can provide:
- Better Investment Choice – Create a long-term strategy that works for you
- Lower Costs – Potentially reduce fees depending on your current plan
- Flexible Withdrawals – Manage withdrawals and tax implications more efficiently
- Greater Control – Move investments with ease
- Wealth Transfer Advantages – Designate multiple beneficiaries rather than a single lump-sum payout
- Fewer Restrictions – IRAs follow IRS standards, offering more flexibility than company-specific 401(k) plans
FATCA Guidance
We help Americans and US-connected expats navigate FATCA and other regulatory requirements to access the right investment solutions.
Contact us today to learn more about how we can help you invest globally, securely, and in full compliance with US law.