From Enquiry to Ongoing Support
Initial Enquiry & Eligibility
Contact our team to discuss your investment interests. We assess your eligibility based on investor classification (Professional, Institutional, or Eligible Counterparty) and explain account opening requirements. A confidentiality agreement may be signed if specific opportunities are discussed.
Client Onboarding & KYC
Complete the onboarding package — identity verification, source of funds and wealth declarations, tax compliance forms (FATCA/CRS), and client classification. Our compliance team conducts thorough KYC/AML screening, sanctions checks, and risk assessment before approval.
Account Setup & Agreements
Once approved, your account is created and you receive your Client Agreement, Investment Services Agreement, Risk Disclosure Statement, and fee schedule — clearly defining the terms of our relationship, available services, and all applicable costs.
Investment Opportunities & Execution
We present suitable opportunities based on your profile and objectives. When you decide to proceed, you submit an investment instruction and we execute through our network of banks and prime brokers. You receive a transaction confirmation and contract note for every trade.
Ongoing Reporting & Support
Throughout your journey, you receive regular portfolio statements, valuation reports, and performance updates. Our team remains available for advisory support, portfolio adjustments, and operational needs including asset transfers and redemption processing.