Financial Advisers

Partner with Us

 

The Hudson James Investment Management Consultant Relations Team are responsible for providing consultants and financial advisers with greater insight into our ETF strategies. By delivering updated information to consultants we can ensure clients are kept informed of any changes to the strategy and market events.

By providing the Consultant / Advisor with a single source of contact, we will increase the level of support and service.

We will work in close collaboration with the Consultant / Advisor, on an ongoing basis, to work towards a long term future.

 

For financial advisory companies:

  • Financial Advisory companies can be based anywhere worldwide, but must be regulated and must have signed up for accounts with Interactive Brokers first. You can sign up for an account here. Click here to see the documents you need first before you sign up for an account.  
  • Earn ongoing annual commissions depending on volume for as long as the client remains invested
  • Reports are sent automatically to your clients quarterly. Clients can also log-in at any time and see the real-time value of their investments live
  • Easy online sign up for client. No physical paperwork needed. No courier. Just online scans of paperwork, passport and lease agreement or utility bill needed
  • We can accept almost any currency and any nationality. US expatriates accepted. Only American residents and green card holders are not allowed
  • Set up trusts, pension trusts, company accounts and insurance bonds for your clients

 

For clients:

  • No set up fee
  • No fee to cash out
  • $500,000 deposit guarantee insurance on any assets invested
  • The average returns has consistently beaten the S&P500 in backtesting
  • Client can go to cash within 3 days or less
  • Any nationalities accepted including US expats. We do not accept US residents or US green card holders
  • Most currencies accepted.  
  • Platform has $5 billion under management and is fully regulated by the SEC, NYSE, FSA, FCA, ASIC, FINRA and many others
  • Solo and joint accounts acceptable
  • We can set up accounts held via life insurance portfolio bonds 
  • We can set up accounts via trusts, pension trusts, SIPPs, QROPS, QNUPS, HK ORS and more...

 

If you are interested in partnering with us, please fill in the form below and we will get back to you as soon as possible...


 
 

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