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Data Protection & Confidentiality 

All information provided is held in the strictest of confidences. Information supplied may be stored on computer records and/or in paper files to assist us in completing transactions on your behalf, used for statistical purposes and may be used for marketing purposes by Stein only.

Details may be passed to the appropriate regulatory authorities if required to do so.

The Managing Partners of Stein Consulting Ltd, trading as Stein Investments are members of OpesFidelio and are authorised to give financial advice subject to contract in parts of the EEA (Excluding the UK). OpesFidelio is a trademarked network of the Aisa Group which includes Aisa Financial Planning Ltd and Aisa International s.r.o. Aisa Financial Planning is authorised and regulated in the UK as an independent financial adviser for UK retail clients by the Financial Conduct Authority and has permissions throughout the EEA under both directives IDD and MiFID. Aisa International s.r.o. is authorised and regulated in the Czech Republic as a financial adviser by the Czech National Bank and has permissions through selected EEA countries including Gibraltar. Cash and Tax services are not regulated 

Stein Consulting Ltd, trading as Stein Investments, Registered Address being No.2 Crutchetts Ramp, Gibraltar. Registered Number 692261 

www.stein-investments.com info@stein.investments.com 

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Stein Personal & Corporate Planners
World Trade Centre
6 Bayside Road
1st Floor – Unit 1.02
Gibraltar
GX11 1AA

Office:     +350 2000 8192

enquiries@stein-investments.com

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