While not always possible, our preference is to meet with a prospective client face to face in order for both parties to establish rapport and understanding.

We take note of your circumstances, your objectives, your attitude to risk, your existing investments, your preferences, your aversions, and so on in order to build as full a picture as possible before attempting to make any recommendations.

If we feel we can help you, we shall be pleased to prepare a detailed report for your consideration which we undertake to be with you within 2 weeks of the meeting unless extraordinary circumstance provides otherwise.   We set this timetable in order that our conversations and discussions remain "current" and fresh in the mind.

We would ideally wish to meet you a second time within one to two weeks of your receipt of our report, for the same reason.

If you feel you would like to accept our proposals, we shall implement them for you to your timeframe.

Kindly note that international money laundering regulations require financial intermediaries to fully acquire evidence of address and identification prior to investment.  We do not handle client money, however we shall ask you to provide us with two different utility bills (or one utility bill and one bank or credit card statement) evidencing your name and address in the country in which you are completing your investment transaction.   We shall also need a copy of your passport.  We can certify copies of these documents as true to the original, or you can provide us with certified true copies (certified by a notary public, a lawyer or advocate, or an authorised representative of the embassy or consulate of the country which issued the document).