Legal Disclaimer​
Investment Advisory Services
This website is provided for informational purposes only and should not be construed as legal, tax, or personalized financial advice. The information presented is general in nature and may not apply to your specific circumstances.
Loadstone Group does not provide tax or legal advice. Please consult with qualified tax and legal professionals regarding your individual situation. Laws, regulations, and financial institution policies affecting expatriates are subject to change and may vary by jurisdiction.
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Regulatory Information
All Loadstone Group advisors are fully licensed to provide investment and financial advice. For US-connected individuals, our advisors operate as members of the Beacon Global Advisor Network, LLC (BGAN), an SEC-registered investment advisor (SEC number: 801-110724, CRD number: 288833), allowing us to provide seamless management of US retirement accounts and portfolios for expatriate clients.
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Offshore Structures and Licensing
For offshore assets and structures, we work with institutions that are licensed and regulated within their respective jurisdictions. UK pension solutions utilize HMRC-registered structures through FCA-licensed institutions. Similarly, structures in the Isle of Man and Jersey are provided through institutions licensed and regulated in those respective jurisdictions.
Loadstone Group holds a separate license in South Africa for offshore management and advisory services. Registration as an investment adviser does not imply a certain level of skill or education.
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Investment Risks and Performance
All investments carry risk of loss, and there is no guarantee that investment objectives will be achieved. Past performance does not guarantee future results. Retirement strategies should be evaluated based on your individual financial situation, tax status, risk tolerance, and investment objectives.
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Website Use
By accessing this website, you acknowledge that all content is proprietary to Loadstone Group. The information is provided for general informational purposes and should not be relied upon for making financial decisions without professional consultation.
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Website Content Currency
The content of this website is current as of the publication date but may become outdated as laws and regulations change. Loadstone Group assumes no responsibility for updating this information or for any losses or damages arising from any use of this information.
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Client Suitability
Not all products or services referenced on this website are appropriate for all individuals. Cross-border wealth management solutions require careful evaluation of your specific circumstances, regulatory requirements, and long-term objectives.