• Do you have U.S. clients that you’ve sold a PFIC product to?
  • Do you want to work with U.S. connected people?
  • Do you have client’s with a 401k in the United States?
  • Do you have U.S. clients you want to do more business with?
  • Does your AML reporting actively identifying U.S. persons?
  • Are you looking to grow your business?


18 JUNE 2019 

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Join our tax and financial planning experts to understand how we can help your business access this

underserved market of Americans, providing significant revenue and growth potential.

Topics Covered &  Case Study

  • What is a US connected person
  • Recognizing a US person in your client base
  • Consequences of putting U.S. persons into the wrong investment vehicles
  • What if you have sold someone PFICs
  • Investment solutions for U.S. persons

Beacon Global Group does not provide tax or legal advice. None of the information on this site should be considered tax or legal advice.

You should consult your tax or legal advisors for information concerning your own specific tax/legal situation.

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