After the move: what residency changes actually require
Relocating is rarely the hard part. After a residency change, accounts, payments and reporting built for the old country rarely fit the new one.
Read the note →Private clients
Your financial life in more than one country. One point of contact.
For people who live, work, own or invest across borders: a multi-currency account, payments and foreign exchange, and a person who understands the whole picture and follows it over time.
The whole picture
One life, several countries. Read as one.
A financial life that crosses borders is often reviewed one account, asset or entity at a time. Konfido starts with you and reads the relationships between them, wherever they sit.
Gold marks one relationship: income earned in one currency, life paid in another. Dashed lines: where there is one.
- 01Income in one currency, life in another: accounts by currency and foreign exchange between them.
- 02Property, family and advisers abroad: payments across Europe and beyond, with the supporting evidence prepared in advance.
- 03A company, a holding or a trust around you: the same relationship, the same point of contact.
Illustrative situation. Details vary with each client.
On the platform
Your position, your currencies, your cards.
- Balances by currency, GB and NL IBANs where available.
- Payments and foreign exchange between your balances.
- Cards, with limits you control.
- Statements and activity, when you need them.
With your point of contact
Reviewed by a person. Followed over time.
Before the account opens
- 01Your situation reviewed by a person before it moves forward
- 02The information likely to be needed, identified early
- 03A written view of where you stand
Once it does
- 04Continuity: the same point of contact as your situation changes
- 05Your companies and structures, if you have them, in the same relationship
- 06No approval is automatic and none is promised
Notes
Read more on this.
You have accounts in five countries. You have a relationship in none of them.
There is a version of financial sophistication that looks impressive on paper and functions poorly in practice.
Read the note →One account that already lives across borders
An entrepreneur runs a company in one country and keeps his family life in another. He has an account here and an account there.
Read the note →