The following section will give you an overview of our step-by-step working process. So, when you meet a TA consultant, you know exactly what to expect.
Our Working process can be broadly divided in to 3 stages –
During the first meeting, we introduce you to our Company and Services. We
spend a considerable amount of time listening to your thoughts
on your own personal financial situation. In other words, we
go through a comprehensive financial review with you. This
review allows our Adviser to understand your current financial
situation, investment goals, future financial needs and risk
tolerance levels. Accordingly, the Adviser will give you an
initial advice. Before recommending a particular product of a
particular financial institution, our Adviser will also
consider your country of origin, its tax liabilities and legal
regulations. At this stage, if the client feels that we might
be of help and wants us to elaborate on our initial advice or
provide him/her with more options; we can arrange a second
meeting. Our first meeting with you is crucial for us, as it
forms the basis for devising personalized financial
solutions
for you.
Based on the initial advice provided in the first meeting and clients' response to it, our Adviser will then formulate a comprehensive Report for the client. The report explains in detail the recommended product, its composition, past performance, suitability to clients needs etc. If the client requires, we can also compare and contrast different investment options to completely satisfy him/her.
Once the client is convinced with one particular option, we explain to him/her the charges that will apply to that investment account and its tax treatment depending on where you are likely to be in the future.
If the client wants to go ahead with our recommendation, we proceed with the paper work. We usually suggest the client to review the report at this stage and clarify any doubts or questions he/she may have. Only after all doubts have been clarified that we proceed for a Third meeting.
During the third meeting all the necessary paperwork is completed like filling up the application form, submitting required documents etc. Prior to the third meeting, we will inform you about the necessary documents required to fulfill any anti-money laundering regulations or medical underwriting requirements for the relevant policies.
TA will then forward your application to the concerned financial institution and ensure that the policy is issued at the earliest.
In the entire process mentioned above, TA never touches your money. All transactions take place directly between the financial institution and the investor, with TA acting as a facilitator. In other words, when you set up an investment account, the money is transferred directly from your bank account to your new account with the financial institution. This guarantees complete security for your investments. Further, all the Financial Institutions we source products from are AAA credit-rated by S&P & Moody抯 and are market leaders with over 100 years of history.
Moreover, for Offshore Investment Solutions, all the leading financial institutions that we source products from are domiciled in the strictly regulated offshore tax havens (see FAQ) that provide the highest levels of investor protection compensation legislation available in the world, further securing all your investments.
We do not charge you for any of our Services (except for Asset Management Services) as we are compensated by the financial institutions for introducing clients to them. Thus, availing our expert advice and services is absolutely free for you.
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