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WARNING AGAINST The Unistell Company

Published 18-FEB-2020

It has been drawn to our attention that The Unistell Company, a firm purported to be registered in St. Vincent and the Grenadines are implying on their website that they have a financial relationship or “cooperation” with Euro Pacific Bank and Euro Pacific Funds SCC Ltd.

Euro Pacific Bank has no connection, cooperation, or dealings with The Unistell Company nor their employees/operators and we advise our clients that neither this firm or its principals are connected in any way to Euro Pacific Bank or are endorsed by us. They are not registered with us as agents of our bank.

Any party having any dealings with The Unistell Company or with their principals in connection with any Euro Pacific Bank product or service does so entirely at their own risk and Euro Pacific Bank is not responsible for any consequences arising from such dealings.

How do I change my password?

Please follow this procedure to change your existing Euro Pacific Trader password.

Step 1: Login to your Client Portal

Step 2: Do you see your email address in the Communication section?

Yes, I see my email address

If you see your own email address, please proceed to Step 3.

No, I see [email protected]

Before you proceed to the next step, please schedule a call with our Client Services team, as we will need to be on the phone with you to provide you a Security Token.

Step 3: Create your new password

Click the cog icon to the right of Password to go to the main password page, where you will be required to enter your existing password and new password of your choice.

Step 4: Enter Security Token

To accept your new password request, your Client Portal will send a Security Token to the email address listed in Step 2. Hence why if the Security Token is sent to [email protected], you’ll need our Client Services team to provide you the token verbally.

Old vs. New Client Portal

The Euro Pacific Trader brokerage account and its technology provider Interactive Brokers1 offers four trading platforms , the primary platform being the Client Portal. Below are screenshots of the new version of the Client Portal:

Important Note to Corporate Clients

Currently, the new version of the Client Portal is available only individual Euro Pacific Trader clients, while corporate Euro Pacific Trader clients have access to only the older version.

The reason is that Interactive Brokers upgraded individual users first, and is currently working on rolling out the new Client Portal to corporate users. We expect them to finish later in 2020.

Technical Limitations

The corporate (old) version of the Client Portal has several technical limitations:

No Charts – Because the corporate Client Portal runs on Interactive Brokers’ older WebTrader technology, its trading module does not display charts and graphs at this time.
No Portfolio News – Please utilize third party sources for market news and updates.
No Corporate Events Calendar – Corporate events such as Dividends and Splits will be processed automatically, as usual, however calendar events are not available.
No Watchlists – A Watchlist a a list of instruments that you are interested in tracking, along with their current prices. For now, please manage your watchlists indepedently.

Solution

Interactive Brokers has informed us that they will be upgrading corporate Euro Pacific Trader clients to the new Client Portal later in 2020.

While we wait, we propose that you trade on the TraderPro and/or the MobileTrader, two robust platforms available to all corporate clients.

Try TraderPro & MobileTrader →

1Euro Pacific Trader is offered by Euro Pacific Securities Inc. (“Euro Pacific Securities”), as an Introducing Broker to Interactive Brokers LLC. Interactive Brokers LLC is the custodian, technology provider, and clearing broker to all transactions executed through Euro Pacific Trader and thus the rates, conditions, and examples shown on this site may be subject to change and differ from what is displayed on Euro Pacific Trader. The rates, conditions, and examples on this site are provided on a best-efforts basis and should not be taken as final.

Euro Pacific Securities will not be held responsible for pricing and conditional discrepancies that may arise in the normal course of offering Euro Pacific Trader. Customers should always review and rely on the conditions that are shown directly on Euro Pacific Trader, and it is the responsibility of all customers to carefully review the conditions of every action before approving execution on Euro Pacific Trader.

Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers LLC does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Euro Pacific Securities. Interactive Brokers LLC provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers LLC to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers LLC makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.

For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.

WARNING AGAINST atlanticsavers.com

Published 14-JAN-2020

It has been drawn to our attention that a scam website, www.atlanticsavers.com, has been created without our consent and has unlawfully copied all our website content and replaced our bank name with “Atlantic Savers” in an effort to make it appear legitimate.

We can confirm that www.atlanticsavers.com a fake website and is in no way connected to Euro Pacific Bank.

Please immediately report as spam and delete any emails or communications referencing this site, as the intention is to steal your login credentials or personal information and/or to help perpetrate an advance-fee scam or similar financial related scams.

Additionally, we have been advised that they have claimed Atlantic Savers “is an affiliate of Euro Pacific Intl Bank Inc who is the parent company.” This claim is also a total fabrication.

Protected: Managed Account Closure Announcement

Euro Pacific Advisors’ Portfolio Commentary: Q4 2019

Published: January 10, 2020

euro pacific advisors fund manager portfolio
commentary

Relevant Strategies

Moderate
Balanced (and International Balanced)
Growth
Aggressive Growth (and International Growth)
Gold & Precious Metals
Natural Resources

Our Commentary

Equities

Economies and stock markets most exposed to manufacturing fared best, with China, Asia and Emerging Markets all gaining ground.

Global equities closed the year at new highs on news that the US and China had agreed terms for a partial settlement of their long-running trade dispute.

Although the wide-ranging dispute is far from over and could potentially rumble on for years, stock markets rallied at the prospect of stronger global economic growth and a rise in corporate profits.

Fixed Income

Inevitably, not all assets provided such positive returns.

Fixed interest stocks continued their steady retreat from their summer highs as the prospect of recession diminished and investors sought better value in other assets, primarily equities. Other defensive assets remained out of favour.

Our 2020 Outlook

Building on an upbeat 2019-year end

Financial markets enter 2020 propelled by generally positive expectations for the year ahead and with central banks remaining accommodative.

However, it is not likely to be smooth sailing for investors, given several potentially market-moving events scheduled for this year.

Coming up are the likelihood of the UK’s exit from the European Union at the end of January, US elections in November, and the ongoing US-China trade negotiations. Geopolitical risks also remain heightened in the Middle East, with rumblings in North Korea and Iran under scrutiny.

Global growth underpinned by 2019 central banks

Underpinning financial market fortunes, however, are expectations that growth will be propped up by the comprehensive monetary policy easing that took place across developed and emerging markets last year.

Ongoing mini-quantitative easing operations conducted by the European Central Bank and the US Federal Reserve will continue to add liquidity to the economy.

Most major investment banks are predicting global growth to recover to above-trend levels in 2020 after slowing in the final months of 2019. JP Morgan Research estimates global growth to come in at 2.5%, US growth at 1.7% and emerging market growth at 4.2%. Goldman Sachs is more circumspect but still expects moderately better economic growth. Morgan Stanley expects consumption improvements to propel a mini-recovery with global growth averaging 3.2% in 2020, coming predominantly from emerging markets and, to a lesser degree, an improving outlook in Europe.

US-China trade will remain under the spotlight

The trajectory of the US-China trade negotiations will continue to have a material impact on financial market fortunes. Business sentiment, which was dented by the uncertainty around trade negotiations, should firm as the US and China Phase 1 trade deal is scheduled to be signed in January.

A relatively upbeat outlook for equities

Against this broadly encouraging macro-economic backdrop, the outlook for global equities is relatively upbeat, notwithstanding the significant advances achieved by the asset class during 2019. Gains are, however, not expected to be as substantial as last year.

In the US there is the continuing risk posed by the trade war, and the possibility of the next Congress reversing the 2017 US corporate tax cut. Goldman Sachs forecasts that such a move could see S&P 500 earnings growth in 2021 contract by 7% rather than grow by 5%.

There will be many forces at play during 2020, many of which could well be positive. However, a cautious and considered approach is advisable in navigating the risks and potential challenges that lie ahead.

Portfolio Actions

Although there has been a steady flow of bids for UK businesses and assets by international companies over the past three years, this quarter saw the return of mainstream portfolio investors attracted by low valuation.

This inflow, together with relief over the election outcome saw sterling rise, reducing the translated returns of international assets for sterling-denominated investments.

We continue to look to capitalise on extended short-term relative weakness of defensive sectors and the year ended strongly for our exposure to the utilities sector and to stocks such as Smith & Nephew and Mowi ASA.

We expect emerging markets to be prime beneficiaries of an uptick in global manufacturing, the phase one trade deal and better economic news out of China. With ethical considerations an increasing focus for investors, we are looking to add further exposure to emerging markets, focusing on companies with a socially responsible bias.

Regards,

Euro Pacific Advisors Management Team

Protected: What is the difference between the EPGPMF and EPGFX gold funds?

WARNING AGAINST www.europacificbk.com

Published 8-JAN-2020

It has been drawn to our attention that a scam website, www.europacificbk.com, has been created without our consent as a way to mislead customers.

We can confirm that www.europacificbk.com is a fake website and is in no way connected to Euro Pacific Bank. Please immediately report as spam and delete any emails or communications referencing this site, as the intention is to steal your login credentials or personal information and/or to help perpetrate an advance-fee scam or similar financial related scams.

How do I transfer securities into my Euro Pacific Trader account?

Follow the instructions below to transfer equities into your Euro Pacific Trader account, whose custodian and technology provider is Interactive Brokers1. Qualified equities include stocks, bonds, and ETFs.

Benefits

Transfer in free of charge
Consolidate your portfolio
We’re a bank/brokerage combo

Access four powerful platforms
Access 125+ markets
Transparent, low commissions

Transfer Procedure

1. Gather your compliance documentation

We will need:

Share Transfer Agreement
Brokerage statements listing all of your positions to be transferred, your name, and account number, going back as far as possible
Statement of bank account that originally funded your current brokerage account (source of funds)

Download Share Transfer Agreement →

2. Gather your transfer details

We will need:

Sending broker’s name (Company)
Account name at sending broker
Account number at sending broker
Name of contact person or department that handles transfers
Email address of broker or transfer department
If your brokerage statement doesn’t state each position’s Name, Symbol, Quantity, and ISIN, please provide us a list of this data

3. Email us the above

After gathering all of the documents and information above, please email it to [email protected] for compliance pre-approval.

4. Wait for our pre-approval

Our Trading Support team will confirm whether the Euro Pacific Trader supports your proposed securities.

To expedite the pre-approval process, please cross-check your securities against our Contract & Securities Search Tool yourself, and let us know if your securities are found. You can also bookmark this page and use it to find securities in the future.

Note: Due to certain regulatory restrictions, some securities may not be transferable.

5. Transfer is initiated with your broker

We will forward the information to our brokerage custodian, who will initiate contact with your sending broker. Transfer times vary greatly, depending on how responsive your broker’s transfer department can communicate with ours. The average transfer takes 1-2 weeks, but may take longer.

Note: Please notify your broker that Interactive Brokers will be contacting them to initiate the securities transfer. In the meantime, please refrain from trading in the sending account to prevent complications.

6. Check the status of your transfer

Interactive Brokers may or may not notify us when the transfer is complete, so we recommend that you check your sending brokerage account periodically to confirm the securities have left.

Questions? Schedule a call with us here

eBanking Platform Update: November 2019

Published: November 25, 2019

New Features

New eBanking Dashboard currencies

Your Dashboard is located on the home page of your eBanking. It is a convenient way to view the total assets you hold at the bank, including current accounts, precious metals, mutual funds, and later brokerage accounts.

Today, we are happy to announce that you are now able to view your Dashboard not only in US dollars terms, but in all account currencies. This is particularly helpful to clients who are accustomed to measuring their assets in euros, pounds, and other currencies.

Enhancements

Faster attachment uploads

When sending us a secure message, attachment file processing has been improved, resulting in faster file uploads and less timeout issues.

Mutual fund downtime notice

Mutual funds undergo “close of business” (COB) maintenance every business day, which results in an error message when trying to buy or sell a fund. We have improved the error message to instruct you to input your request during business hours.

Bug Fixes

Standing Order errors

We have fixed a number of issues with inputting and modifying Standing Orders, also known as “Recurring” transfers.

Trading Movement records missing

If you transferred an investment position into one of your Trading accounts, the movement was previously not visible. This has been fixed and you can now see all position movement transactions in your Trading Movements screen.

Euro Pacific Bank

Euro Pacific Bank Login

I'm Interested

Published 18-FEB-2020

Step 1: Login to your Client Portal

Step 2: Do you see your email address in the Communication section?

Yes, I see my email address

No, I see [email protected]

Step 3: Create your new password

Step 4: Enter Security Token

Important Note to Corporate Clients

Technical Limitations

Solution

Published 14-JAN-2020

Published: January 10, 2020

Relevant Strategies

Our Commentary

Equities

Fixed Income

Our 2020 Outlook

Building on an upbeat 2019-year end

Global growth underpinned by 2019 central banks

US-China trade will remain under the spotlight

A relatively upbeat outlook for equities

Portfolio Actions

Published 8-JAN-2020

Benefits

Transfer Procedure

1. Gather your compliance documentation

2. Gather your transfer details

3. Email us the above

4. Wait for our pre-approval

5. Transfer is initiated with your broker

6. Check the status of your transfer

New Features

New eBanking Dashboard currencies

Enhancements

Faster attachment uploads

Mutual fund downtime notice

Bug Fixes

Standing Order errors

Trading Movement records missing