
1. Reach Out to Us
You can easily get in touch through email, WhatsApp, or phone—whichever is most convenient for you. Our friendly team is always ready to listen and assist.
2. Share Your Requirements
To recommend the best banking solution for you, we’ll ask for a few key details:
- Preferred Jurisdiction: Where would you like your account to be located?
- Type of Account: Is it for personal use or business purposes?
- Purpose of the Account: Savings, investments, or commercial activities.
- Planned Deposits: How much do you plan to accumulate in the account over the next six months?
- Background Information: A brief CV, source of wealth, your tax residency, and any citizenships you hold.
Don’t worry—our team will guide you through this step to ensure everything is clear and straightforward.
3. Tailored Bank Recommendation
Once we’ve gathered the necessary information, we’ll carefully assess your needs and suggest the ideal bank for your situation. Along with this recommendation, we’ll provide a detailed quote for our introduction service, so you know exactly what to expect.
4. Bank Introduction
If you’re happy with the proposed bank and costs, we’ll connect you directly with their representatives. From there, you’ll begin the compliance and onboarding process with the bank, which our team will assist with if needed.
*Our introductory fee is determined by several factors to ensure fairness and transparency. These include the type of account, the citizenship and nationality of the client or beneficiary, and the complexity of the case. This personalized approach allows us to provide optimal solutions tailored to your unique needs while maintaining the highest standards of service.
**The minimum account size depends on the bank’s requirements, as well as the residence or nationality of potential clients.
5. Successful foreign bank Account Opening
After your account is successfully opened, we’ll send you an invoice for our services. At this point, you’ll have everything you need to start leveraging your new account.
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