With Sarwa, you have a global account. You can take us with you in your pocket almost anywhere* so even if you leave the UAE, your account will not be affected. Investing in stocks and Exchange Traded Funds (ETFs) also makes it easy to transfer your portfolio to another advisor, should you decide to do that. Kindly note this portfolio transfer feature only applies to Sarwa Trade as our Sarwa Invest accounts have a different setup.
Please email us at hello@sarwa.co with your updated information ahead of changing your country of residence, so we may confirm our support in the new region and update your information.
Please note you do not need to be a UAE resident to maintain the account. However, please email us your updated details (contact details, residential address, employment details, and tax residency) so we may update them on your Sarwa account.
We also highly recommend getting expert tax advice from the destination country to avoid any surprises. Kindly note that we do not cover or provide advice on tax implications.
If you are still operating under the previous structure known as Sarwa Classic which is with Interactive Brokers, they have global coverage as well! To make sure that your destination is covered, kindly reach out to us to confirm as eligibility can be subject to change and is impacted by global regulatory measures outside of Sarwa’s control.
*Primary information on supported regions is highlighted here.
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