Advantages of choosing Sunstate Invest
Transparency
We offer easy-to-use solutions, with clear information and total peace of mind for you to take care of your money.
Convenience
We offer everything you need in one place, easily and intuitively. You solve your financial demands with practicality and also count on the direct support of our international team.
Security
We use 256-bit encryption to help protect your information and we are a regulated entity registered with the United States Securities and Exchange Commission (SEC)². Furthermore, your accounts at Interactive Brokers have SIPC³ protection of up to USD 500,000 per client.
Tax efficiency
For eligible non-U.S. investors, we use UCITS ETFs as investment instruments because they accumulate gains rather than distributing them periodically, which may reduce the incidence of taxes on dividends and improve tax deferral. Important for U.S. persons: UCITS ETFs may be classified as Passive Foreign Investment Companies (PFICs) under U.S. tax law, which can result in adverse tax treatment. U.S. investors should consult their tax adviser before investing. 1
Jurisdiction
The United States is recognized as one of the safest and most stable places to invest, offering protection and privacy to the investor globally.
Professional management
BlackRock® and Interactive Brokers: allies in building a complete financial service.
2Registration as an investment adviser in the United States does not necessarily imply any level of specific skill or training
3The Securities Investor Protection Corporation (SIPC) coverage does not protect against investment losses and is subject to SIPC’s terms and limits.