Discovery Meeting
For intermediaries, we provide a service to help them quickly determine whether the tax arrangement they have in mind is likely to be available for that client and country of residence, and if so, at what kind of fee level.
We are devloping means to collect the documents you may care to share with us, swiftly and securely.
We will deliver a suitability report quickly.
Placement
Should we proceed with the application we have unparalleled access to life companies in many jurisdictions to get the contract placed, with the right legal documentation, and with the right checks.