Alex Cockerill Mlibf Dipfa Petr Certltcp Email & Phone Number

Santa Fe, New Mexico, United States

International

Developing and distributing Structured Products to a number of intermediaries in the UK and overseas including Private Banks and Financial Advisors.

Sydney, Australia

Qualified Financial Advisor in Australia. Advising Australian residents in regard to transferring UK pensions to UK SIPPS and Australian Superannuation Funds.

Asia

Primarily working with the UK & US expatriate community in Hong Kong in regard to the taxation of investments through different investment vehicles. Forming new and managing existing relationships directly with clients and professional intermediaries in Hong Kong, Japan, China, Vietnam, Thailand, Malaysia and the Philippines in relation to International Pension offerings for UK & US expatriates. Presenting to groups of prospective clients and financial advisors on a regular basis explaining the advantages and disadvantages of competing pension offerings. Developing and launching new International Pension product offerings. Monitoring the transfer and transaction process from beginning to end ensuring transfers are completed in accordance with time scales and are compliant with legislative conditions.

Dubai, United Arab Emirates

Forming new and managing existing relationships directly with clients and professional intermediaries in a number of jurisdictions including the United Arab Emirates, Qatar, Bahrain, Kuwait, Oman, Lebanon, Kenya and South Africa in regard to International Pension offerings based in the UK, Malta, Gibraltar, Guernsey and the Isle of Man. Advising clients in regards to retirement planning, estate planning and company formation/structuring. Presenting to groups of professional intermediaries and prospective clients on a regular basis explaining the advantages and disadvantages of different International Pensions offerings and the different points to consider when giving advice.Providing regular technical updates to financial advisors in relation to UK and International Pensions in the form of presentations, mail out’s and fact sheets. Preparing documentation for individual clients with specific clauses for specific circumstances. Broking and coordinating transactions including the purchase of unlisted company shares, commercial property and arranging debentures where necessary.Managing a team of four involved in the administration and management of multiple International Pension offerings. Monitoring the transfer and transaction process from beginning to end ensuring transfers are completed in accordance with time scales and are compliant with legislative conditions. Training a team of 4 and junior staff on all aspects of International Pensions particularly regulatory and legislative requirements.

Dubai, United Arab Emirates

Forming new and managing existing relationships with professional intermediaries in a number of jurisdictions including the United Arab Emirates, Qatar, Bahrain, Kuwait, Oman, Lebanon, Cyprus, Kenya and South Africa in relation to international pensions offerings based in jurisdictions such as Malta, Gibraltar, Guernsey and the Isle of Man. Conducting presentations to groups of intermediaries and potential clients on a regular basis explaining the advantages and disadvantages of different transactions, complexities of international pensions and pension transfer offerings. Providing regular technical updates to intermediaries in relation to UK and international pensions in the form of presentations, mail out and fact sheets. Broking and coordinating transactions including the purchase of company shares, commercial property and arranging debentures where necessary. Managing a team involved in the administration of international pension offerings, including regulatory and legislative requirements. Monitoring and identifying economic trends, regulatory factors and significant risks associated with changes to international pensions and international pension transfers

London, United Kingdom

Advising both UK and international intermediaries such as financial advisors, tax advisors, pension specialists and individuals on the transfer of UK registered pensions and International Pension Plans (IPP’s). This included double tax treaty analysis, investment and pension distribution comparisons.

Served on two operational tours