Institutions

As an Investment Marketer, Philip Braude can assist Israel-based financial institutions to access International Investment Solutions – click here for details.

In common with many other Western jurisdictions, Israel has various regulations in place that are designed to protect its citizens from being badly advised by individuals and institutions that fall outside the jurisdiction of its financial regulatory authority, the Israel Securities Authority. Institutions that are not licensed by the ISA are therefore advised to form partnerships with or enlist the services of English-speaking licensed marketers who can help them to ensure their compliance with all local regulations pertaining to their Israeli-resident clients.

Complete the form on the right to request a copy of our Free Guide to Regulatory Compliance.

Philip Braude provides support services for international financial institutions that have clients and investment interests in Israel. This includes advising on issues relating to trusts with Israeli-resident beneficiaries or US beneficiaries and Australian family trusts, where trustees or beneficiaries may find themselves in breach of Israeli regulations if the appropriate steps are not taken to structure the trust appropriately.

In providing advisory services to non-Israeli financial institutions who consult with him concerning regulatory compliance, Philip Braude takes pains to respect the client-advisor relationship already in place. He undertakes to make no effort to offer additional services of any kind to his clients’ clients. A written undertaking to this effect can be given if required.

 

 

 

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