W E A L T H
M A N A G E M E N T
To uphold our esteemed
Reputation, We Seek Introducers
Who Embody our High Standards
To uphold our
esteemed Reputation,
We Seek Introducers
Who Embody our High
Standards
THOSE WITH A CREDIBLE
PERSONAL OR BUSINESS BRAND,
CHARACTERISED BY A PROVEN
TRACK RECORD OF SUCCESS.
A robust and actively engaged network of HNWIs.
Prior experience with investment platforms or a commitment to learning about them.
A strong appreciation of our exclusivity and quality of our products.
Our partnership with introducers is rooted in mutual respect and trust. If expectations aren't met by either side, we're free to part ways without any obligations.
BENEFITS
Access Exclusive
Products
And Opportunities
Access
Exclusive
Products
and
Opportunities
01.
Build your personal brand and business profile.
02.
ATTRACT, RETAIN, AND NURTURE CLIENT RELATIONSHIPS WITH TRUST AND PRODUCT QUALITY.
03.
Earn generous referral fees and lifelong client ownership.
04.
Stay informed with regular market and portfolio updates.
05.
UTILISE A COMPREHENSIVE SUITE OF LITERATURE, FACT SHEETS, AND SALES AIDS.
06.
ACCESS SEAMLESS ONLINE REPORTING, CLIENT ACCOUNTS, AND RELATIONSHIP MANAGEMENT SYSTEMS.
Expectations
UPHELD
In return for exclusive access,
we expect introducers to show
an unwavering commitment to:
In return for
exclusive access,
we expect
introducers to show
an unwavering
commitment to:
- 01. Learning about and responsibly promoting specific products.
- 02. Mastering due diligence models and educating clients.
- 03. Adhering to sales and promotion guidelines.
- 04. Utilising our digital platform for consistent reporting and investor relations.
- 05. Developing your personal brand and growing your network.
- 06. Ensuring proper use of marketing materials.