Investment Flexibility
Over 50 portfolios* available to Irish investors covering:
*Portfolios may be subject to exit Tax and/or CGT/ Income Tax depending on the investors' circumstances an where the portfolio is housed outside of tax wrapped environment e.g. a Pension. In all matters related to tax, investors are advised to always seek appropriate advice and guidance from a recognised specialist in the field.
Conexim Advisors Limited (“Conexim”) is authorised and regulated by the Central Bank of Ireland (the “Central Bank”) as an investment firm under the Markets in Financial Instruments Regulations 2017 (the “MiFID Regulations”). PortfolioMetrix Asset Management Limited UK (“PMAM”) provides Conexim with investment advice in relation to certain private investor client portfolios, as permitted under the MiFID Regulations. However, as PMAM is not authorised as an investment firm in the EU / EEA, it does not provide any investment services directly to retail or opt-up professional clients in Ireland. Conexim remains at all times fully responsible for the implementation or non-implementation of any advice it receives from PMAM.