Maksym Stepanenko
Managing Partner, Crystal Tax
International client projects since 2012: company structures, tax, immigration, DUNS and NCAGE. 50+ jurisdictions.
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Registering for the Seychelles Investment Adviser licence will give you the opportunity to work globally as an investment adviser. This profession allows you to become a professional securities market participant. The investment adviser is responsible for the advice given.
Whereas financial advisors are called upon when you need advice on personal funds, investment advisors are called upon when you need help with stocks, shares and options transactions.
It is logical that the services of an investment adviser are priced higher than those of a financial adviser.
To start with, such a specialist creates an investment profile. In his recommendations, the investment adviser relies on data about the person who wants to invest. This information includes:
- age; education; income level; credit data; savings data.
Advice can be sought by both experienced and novice investors. But the more investment opportunities he has, the more options an investment advisor can offer. Be sure to warn novice investors that only free funds can be invested.
Recommendations can be given as in both electronically and in paper form. Be sure to take into account such factors as expected profitability, planning horizon and risk appetite (risks of loss acceptable for the client).
The investor is not obliged to blindly follow the recommendations that he receives from the investment advisor. He has the right to ask for alternative financial instruments if he considers the transaction too risky.
Benefits of an investment license in the Seychelles
The Seychelles Investment License allows you to invest on behalf of other people in the Seychelles and advise them on this matter. The tax rate in this case will be only 1.5%. In this jurisdiction, you will get an excellent reputation and the opportunity to earn money using knowledge about investments.
Crystal.tax will not only help in obtaining a license, but will also register an investment company and open a bank account. The service will be completely turnkey. You will be able to start activities immediately.
Despite the fact that investment advisory as a type of business has appeared not so long ago, Crystal sees an increase in the number of applicants for an investment advisor license in the Seychelles.
Get detailed information about the Investment Advisor License:
- on the phone;
- by email;
- in online chat.
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Our advantages
Corporate structuring, company registration in Ukraine and abroad, tax and reporting, migration, bank accounts, DUNS and NCAGE codes. We run the whole project, from choosing the solution to the finished documents.
Confidentiality terms are set out in our contract. We do not pass information about a client or their project to third parties, except where the law expressly requires it.
We compare jurisdictions against your business task: tax regime, reporting, substance requirements and access to banking. On the call we go through the upsides and the limits of each option.
We name the timeline for every step before the work starts — it depends on the jurisdiction, the registrar and the bank. Personal data is used only to deliver the service.
We handle the correspondence with registrars, government bodies and banks and answer their requests ourselves. From you we need documents and signatures.
We take each case to the finish: if an authority or registrar comes back with remarks, we revise the documents at no extra charge. The fee is calculated for your task before work starts.