TFOS Partnership Evening - Building New Partnership Opportunities
Join TFOS for a relaxed, professional meet-and-greet designed for advisors, wealth managers, and investment professionals navigating the evolving offshore investment landscape.
If your clients are increasingly asking about offshore exposure, USD assets, global equities, or even crypto within a regulated framework this session is designed with you in mind.
TFOS is an FSCA-licensed brokerage (FSP 52874) based in Stellenbosch. Our philosophy is simple: we don’t compete with your practice; we power it by enhancing your offshore execution capability without changing your advice process or investment philosophy.
What We’ll Be Exploring
- Execute direct offshore equities and ETFs on major global exchanges, including the NYSE, NASDAQ, EURONEXT, and Hong Kong Exchange
- Reduce cost and structural complexity by replacing layered offshore wrappers with direct listed instruments
- Implement offshore model portfolios at scale with consistent execution across client accounts
- Integrate regulated crypto (CASP-licensed) alongside traditional assets on a single platform
- Simplify portfolio structuring while maintaining transparency, control, and flexibility for clients
We will also include a live walkthrough of the adviser dashboard, followed by an open Q&A with our Executive Director and Compliance team.
Why This Matters
Offshore investing is no longer just about exposure clients want access, efficiency, transparency, and flexibility. Advisors, in turn, need scalable execution infrastructure that aligns with modern portfolio construction and global diversification trends.
TFOS enables true offshore ownership, direct market access, and a professional execution layer that complements your existing practice rather than replacing it.
Who Should Attend
- Independent Financial Advisors and CFPs
- Wealth Managers and Advisory Firms exploring offshore execution solutions
- Portfolio Managers and Investment Strategists
- Industry partners interested in collaborative growth and global market access
What You Get
- A clear understanding of the TFOS partnership model
- Insight into how the platform complements and scales your current offering
- Direct engagement with our team, including Compliance
- Peer-to-peer discussion in a relaxed, professional setting with drinks and canapés
This is an invitation-only event. Kindly RSVP to confirm your attendance.
Register here: https://luma.com/m08n7oa8
