TEAM plc Makes CISI Level 4 Mandatory for Every NEBA Private Clients Adviser

JERSEY, U.K. - July 7, 2026 - PRLog -- TEAM plc is setting a clear benchmark for international financial advice: every adviser within NEBA Private Clients will be required to hold a relevant CISI Level 4 qualification by 31 December 2026.

The AIM-listed financial services group will also support advisers working towards the standard, including new recruits and those who have joined through acquisition.

The move addresses a longstanding weakness in international advice, where qualification requirements can vary sharply between jurisdictions. With around 300 million people now living outside their country of birth, a record, more clients than ever rely on advice that works across several countries at once.

John Beverley, Head of International at TEAM plc, said: "A client's financial life does not sit neatly inside one jurisdiction. People earn in one country, hold pensions in another, invest through international platforms and plan succession across borders."

"We are setting a measurable minimum, CISI Level 4, for every adviser. Where someone needs support to get there, we will help them develop rather than show them the door."

"Good advisers should not have to develop alone," John Beverley added. "They should be supported by a business that takes their career as seriously as it takes client outcomes."

NEBA Private Clients will report progress annually to TEAM plc, beginning on 31 December 2026. The initiative headlines TEAM plc's Q3 2026 campaign, The Future of International Advice.

About TEAM plc
TEAM plc is an AIM-listed financial services group (AIM: TEAM), operating internationally as NEBA.
www.teamplc.co.uk

About NEBA Private Clients
NEBA Private Clients provides wealth management and financial planning for expatriate and globally mobile clients across the UAE, Singapore, Malaysia, South Africa and the UK.
https://nebaprivateclients.com/

ENDS