Shoreline Russia – Association of Financial Planning Specialists Member

Shoreline Russia is an active member of the National Association of Financial Planning Specialists (NLNIS). This association unites all professional financial planning and investment consultants in Russia. More importantly, as of today, Shoreline Russia is an active participating member in the discussions and meetings organized by the association. The association’s main purpose is to help citizens become more familiar with financial planning aspects such as:

• Financial planning
• Personal asset management
• Unit-linked and risk insurance programs
• Advice on investment taxation and inheritance aspects

Secondly, the association will interact with relevant authorities, such as the central bank, on behalf of its members. In the near future the association plans to form a self-regulatory organization (SRO). In conclusion, the SRO’s purpose will be to engage in constructive dialogs with relevant authorities, promote fair and healthy competition among market participants and implement ‘best practice principles’ as practiced around the world.

More detailed information can be found on the association’s website or check our certificate here (opens new window).

Shoreline offers a wide spectrum of financial planning services:

• International bank accounts
• Medical insurance
• International life insurance
• Regular saving plans
• Lump-sum investments
• Asset management

In conclusion, all solutions are designed to be flexible and portable, so that they can adapt to changing circumstances.

Request a personal consultation with one of our specialists!