Offshore Broker/Dealer - Online Trading Offshore Trading ......Offshore Broker/Dealer - Online...

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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 Ellison Director of Business Development, OneTRADEx Ltd. Offshore Trading & Wealth Management

Transcript of Offshore Broker/Dealer - Online Trading Offshore Trading ......Offshore Broker/Dealer - Online...

Page 1: Offshore Broker/Dealer - Online Trading Offshore Trading ......Offshore Broker/Dealer - Online Trading Forex - Equities - Futures - Options - Bonds - CFD’s -ETF’s - Gold - Silver

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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Why Invest?

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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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Page 18: Offshore Broker/Dealer - Online Trading Offshore Trading ......Offshore Broker/Dealer - Online Trading Forex - Equities - Futures - Options - Bonds - CFD’s -ETF’s - Gold - Silver

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

Page 26: Offshore Broker/Dealer - Online Trading Offshore Trading ......Offshore Broker/Dealer - Online Trading Forex - Equities - Futures - Options - Bonds - CFD’s -ETF’s - Gold - Silver

Buy physical Gold or Silver

Vault storage facilities available

Page 27: Offshore Broker/Dealer - Online Trading Offshore Trading ......Offshore Broker/Dealer - Online Trading Forex - Equities - Futures - Options - Bonds - CFD’s -ETF’s - Gold - Silver

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?