Contact us to understand your specific requirements, goals, aims, and quantum. We will provide you with a proposed structuring, investment ethos, timeline, fees, and process specific to you.
You confirm our proposals, sign a client undertaking, and onboard basic information. If taking a package with an initial cost, payment is made.
You provide Due Diligence / Know Your Customer / Source of Funds, enabling us to check and approve your client standing and commence individual undertakings with our investment partners.
Sign full client agreements and financial compliance documentation, payment of any due fees for additional services not included in an offered package.
As either an individual, or as an authorised representative of an onboarded corporation, deposit funds (cryptocurrency, FIAT, or both).
Depending on agreed structure and timeframe, receive client investment updates on a monthly, quarterly, or monthly basis.
At the conclusion of your term, either; a) renew with a revised offer, or b) withdraw to a currency or cryptocurrency account* with full investment certification (including with corporate investment) appropriate for both banking and taxation regulations.
*method of withdrawal does not have to be the same as method of deposit