Professional Introducers
Over the last Fifteen years Our Group Worldwide has built a network of professional clients including: Accountants, Lawyers, Banks, Trust Companies, Fiduciaries, Independent Financial Advisors and Tax Advisors throughout the world.
We deliberately position ourselves to be a value-added partner in the advisor-client relationship and fully recognise that the local advisor has detailed knowledge of the resources, abilities and aspirations of the client. We therefore encourage the local advisor to treat Our Private Banking Worldwide as a specialist resource provider dealing only with specific areas of the client’s affairs.
Introducers often choose to work with Us because they seek either specialist knowledge of a jurisdiction, or they have chosen Our Group Worldwide as their preferred corporate or trust services provider.
Professional introducers are offered :
- Preferred pricing and /or retro- concessions
- A dedicated support team
- On-line access to our knowledge base
- On-line Web Site ordering
- On-line access to client information
- On-line account management
Our affiliate program is for Qualifying Professional firms, Sole Practitioners and Companies who wish to participate in, and become an integral part of our Global Corporate Services operation.
Generally, affiliates are not agents of Our Private Banking Services but are participants in the marketing of our service offerings in countries where Our Group has no physical presence. They add value to service delivery by providing local and regional advice in the context of international trade and investment.
Qualifying Affiliates are offered:
- Training in both technical and compliance expertise
- International networking opportunities
- Online access to our knowledge base
- Client referrals wherever applicable
- Monthly newsletters
- Access to our Compliance and Procedures manuals
- Participation in Worldwide conferences, specifically for Affiliates
- Website design and hosting at a nominal cost
- Access to expertise and global network
- Legal and tax source materials
- Training sessions and seminars
- Advice and support relating to client matters
We would welcome the opportunity of being able to assist your firm with your client’s International Corporate Service requirements and in this regard should you wish to see one of our consultants or would we receive more information please do not hesitate to contact us.
For professional firms wishing to join our affiliate program please select Your Website Name PROGRAM and follow the instructions.
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