OMM • Independent Financial Adviser to the Expatriate Community in Spain • Career Opportunities



	The Retired Expatriate Market OMM specialises in advising the non-Spanish resident population who live mainly in the popular coastal areas and the islands. These include:- Costa del Sol Costa Blanca Costa Brava Costa Cálida Costa Almería Costa Tropical Costa de la Luz Mallorca/Menorca Tenerife The largest populations of expatriates are found in the Costa del Sol, the Costa Blanca and Mallorca. British expats form the largest grouping followed by Scandanavians, Germans, Irish, Dutch and, in very recent years, Eastern European nationals.
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		The common language is, funnily enough, not Spanish but English and very few expatriate residents would not be able to converse in English although, naturally, depending on their fluency they may prefer to deal with one of their own countrymen. This has not proved to a problem so far. Around 80% of OMM’s clients have English as their mother tongue so a lack of Spanish in potential AEs is not a problem.


	Professional Introducer Network (PIN) OMM’S PI NETWORK is an established network of professional appointed representatives that promote and market OMM’s services and products to their clients. The network is well established and has grown to become one of the main sources of new business. Any new A.E. joining OMM would be given a number of existing PI’s to either develop or manage the existing relationship. In total we currently have over 80 PI’s throughout Spain. These PI’s are made up of lawyers, accountants, estate agents, and individuals from other industries. The process is very straight forward, once a PI is signed up OMM supply each of their offices with an on line lead submission program and makes it extremely simple for them to pass on referrals. If this referral results in new business then the PI will be paid a % of the commission OMM have received. Commissions start at 0.5% of the investment the clients makes, and this increases in bands to a maximum of 1%. If we were dealing with an equity release case where the average investment amount is €500,000, the introducer would receive €2,500 for simply giving us a referral.

Copyright 2008 • Offshore Money Managers Correduría de Seguros S.L.
CIF: B92178276. Registered with the Dirección General de Seguros y Fondos de Pensiones Nº J-2126, holding obligatory Professional Indemnity Insurance Cover. Inscrito en el Registro Especial de la
Dirección General de Seguros y Fondos de Pensiones Nº J-2126, teniendo suscrito Seguro de Responsabilidad Civíl para el ejercicio de la actividad. All investments are accessed through regulated products.