“The proposal listed reporting sections line-by-line—no surprise add-ons when the first quarterly pack arrived.”Illustrative · proposal onboarding scenario
Request a written proposal
Tell us about your situation at a high level. We respond with scope, indicative fees, and next steps—without obligation.
How pricing and onboarding work
Fees depend on portfolio complexity, number of entities, reporting frequency, and whether you need one-off project work or ongoing advisory. The table below is indicative; your written proposal will confirm scope and fees.
| Engagement type | Typical scope | Indicative structure |
|---|---|---|
| Discovery & IPS | Mandate document, initial allocation | Fixed project fee |
| Ongoing advisory | Quarterly reporting & reviews | Annual retainer |
| Event-driven | Liquidity event, inheritance, sale | Quoted per event |
- Submit this form. Include entity type, approximate investable assets band, and services you need.
- Initial call (optional). We clarify facts and conflicts within 3–5 business days.
- Written proposal. Scope, fees, disclosures, and acceptance steps—usually within 10 business days.
- Onboarding. KYC, data gathering, IPS workshop, and reporting calendar agreed in writing.
Please do not send account passwords or full account numbers with your enquiry.
Proposal request
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Proposal and onboarding questions
What happens after I submit the form?
We review your entity type, asset band, and stated objectives. Within 3–5 business days we may contact you to clarify facts; a written proposal usually follows within ten business days if both sides wish to proceed.
Is the proposal binding?
No. The proposal describes indicative scope and fees. Work begins after you accept in writing and onboarding steps (KYC, data gathering) are completed.
Why do you ask for an asset band?
Complexity, reporting effort, and number of entities scale with portfolio size. Bands help us quote accurately without requesting sensitive account numbers on this form.
What should I not send?
Account passwords, full account numbers, or identity documents unless we request them through secure onboarding channels described in your proposal.
Illustrative onboarding comment—not a verified testimonial.