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Offshore Broker/Dealer - Online Trading
Forex - Equities - Futures - Options - Bonds - CFD’s - ETF’s - Gold - Silver
Navigating Global Markets to build wealth
Cayman Islands
Jurisdiction of Choice
www.onetradex.com
Rich EllisonDirector of Business Development,
OneTRADEx Ltd.
Offshore Trading & Wealth
Management
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Trading Stocks Offshore While Saving Money
“However beautiful the strategy, you should
occasionally look at the results.”
–Winston Churchill
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Investing Offshore
Impact of Transaction Costs
Regulation & Safety
Typical Structures
Crypto, ICOs and Pirates
Agenda
About OneTRADEx
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Investing Offshore
- Key Differences
- Access
- Impact of Regulation
- Asset Classes
- Cost
- Execution
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Investing Offshore – Asset Classes
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Investing Offshore – Global?
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Investing Offshore
- Service Providers
- Tax Advisor
- Accountant/Lawyer
- Corporate Service Provider
- Bank(s)
- Broker
- Realtor
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Impact of Transaction Costs
Source: Vanguard
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Impact of Transaction Costs
Source: Vanguard - starting balance of $100,000 and a yearly return of 6%, which is reinvested
@0.25% > $41k
@0.90% > $135k
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Impact of Transaction Costs
- Stuck with full-service pricing?
- Online offered but at full price
- Drag on returns
- Large Variability in Commissions
- Sub-optimal decision making
- Do you trade if a round trip is 3-5% or higher?
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Regulation and Safety
- Onshore view – do we need regulation?
- Markets, Firms & Individuals
- Offshore regulation is different
- Is there regulation?
- Who is the regulator
- What protections are provided?
- Find out what they actually do
- Make your Broker/Banker tell you…
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Typical Investment Structures
- Direct Individual Accounts
- Company Structure
- Offshore or Onshore Trusts
- Single Member LLC
- Institutional –Fund/Captive/Family Office
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Crypto, ICOs & Pirates
- Jan 2009 – Satoshi Nakamoto
- Based on Blockchain
- Mainstream coins vs New ICOs
- Bitcoin, Ether, Ripple, Bitcoin Cash
- Currently over 1,500 active Coins
- How to trade
- Futures on CME CBOT – regulated by CFTC
- Crypto Exchanges - Coinbase, Binance etc.
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Crypto, ICOs & Pirates
- May 22nd - Bitcoin Pizza Day
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Crypto, ICOs & Pirates
- Over 1,000 dead and scam coins
- www.deadcoins.com
- Estimates are that 90% of coins will fail or are Scams
- Currently Wild West with numerous Pump and Dumps
- To understand more:
- A Short History of Bitcoin… on Forbes
- Telegram App - major source of Crypto news
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Offshore Broker/Dealer - Online Trading
www.onetradex.com
Cayman Islands
Jurisdiction of Choice
Forex - Equities - Futures - Options - Bonds - CFD’s - ETF’s - Gold - Silver
Navigating Global
Markets to build wealth
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Cayman IslandsSophisticated Regulation
What if your broker is not regulated?What is the difference?
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• Jurisdiction of choice
• Politically stable
• Tax neutral
• Standards adherence
• Highly skilled people
• Driven by institutions
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Fully Audited
Risk & Compliance
Regulated by CIMA
Vetted by FINRA & CFTC
Segregated Accounts
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Access to over 100 Markets in 24 Countries
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Exceptional Pricing with Trades as low as $9.95
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Live Support Staff
Trading Assistance
Advisory Referrals
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Easy to Setup
Open a Trading Account
with $5,000 US
Segregated Client Accounts
Not Omnibus
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Buy physical Gold or Silver
Vault storage facilities available
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Offshore Broker/Dealer - Online Trading - Wealth Management
Forex - Equities - Futures - Options - Bonds - CFD’s - ETF’s - Gold - Silver
Navigating Global Markets to build wealth
Cayman Islands
Jurisdiction of Choice
www.onetradex.com
Rich EllisonDirector of Business Development,
OneTRADEx Ltd.
Questions?