OUR METHODOLOGY
The approach we have developed is comprised of five key phases.
Phase 1. Analysis
At this stage, we assess the client's initial hypothesis in terms of selected activities, preferred investment vehicle and the ultimate objectives of the project.
Phase 2. Strategic recommendation
Having evaluated the hypothesis, we advise the client on the regulatory and legal requirements of the selected vehicle and the prerequisites of its commercialisation. We can also assist our clients in selecting third party providers needed to meet the regulatory requirements.
Phase 3. Documents preparation
Our financial consultants will be able to communicate the whole scope of the project and its economic importance, covering all aspects from the strategic goals to details of implementation, adequately conveying the necessity of ultimate approval, which can be especially challenging for unconventional, innovative financial products.
Our legal advisors will challenge the prepared documents from the perspective of current regulatory requirements and expected regulation changes, proposing the solutions that would serve the client's long-term strategic goals.
Phase 4. Product implementation
Implementing the client's strategic goals strengthened by our comprehensive analysis and recommendations, this stage is also key to ensure smooth process of approval by the financial authorities and ultimately the successful launch of the investment vehicle.
Given our deep knowledge of the client's project and our hands-on advisor approach, we are in the best position to deal with financial authorities on our client's behalf.
Phase 5. Incorporation, registration and distribution
This final stage of project development builds on the results of the preceding phases and is essential for the successful realisation of the project.
Phase 1. Analysis
At this stage, we assess the client's initial hypothesis in terms of selected activities, preferred investment vehicle and the ultimate objectives of the project.
Phase 2. Strategic recommendation
Having evaluated the hypothesis, we advise the client on the regulatory and legal requirements of the selected vehicle and the prerequisites of its commercialisation. We can also assist our clients in selecting third party providers needed to meet the regulatory requirements.
Phase 3. Documents preparation
Our financial consultants will be able to communicate the whole scope of the project and its economic importance, covering all aspects from the strategic goals to details of implementation, adequately conveying the necessity of ultimate approval, which can be especially challenging for unconventional, innovative financial products.
Our legal advisors will challenge the prepared documents from the perspective of current regulatory requirements and expected regulation changes, proposing the solutions that would serve the client's long-term strategic goals.
Phase 4. Product implementation
Implementing the client's strategic goals strengthened by our comprehensive analysis and recommendations, this stage is also key to ensure smooth process of approval by the financial authorities and ultimately the successful launch of the investment vehicle.
Given our deep knowledge of the client's project and our hands-on advisor approach, we are in the best position to deal with financial authorities on our client's behalf.
Phase 5. Incorporation, registration and distribution
This final stage of project development builds on the results of the preceding phases and is essential for the successful realisation of the project.