Develop your international intermediary relationships.
We support financial product providers in establishing and maintaining business relationships with professional intermediaries. Our services include business introductions, relationship coordination, meeting administration and the organisation of provider-supplied information.
Structured support throughout the engagement.
Business introductions
We introduce financial product providers and professional intermediaries to establish contact and explore potential business relationships.
Relationship coordination
We coordinate business communications, follow-up correspondence and agreed administrative actions between counterparties.
Document and information coordination
We organise provider-supplied company information and documentation, track information requests and coordinate responses between the relevant parties.
Meeting coordination
We organise meeting schedules, participant communications and event logistics.
Dedicated project coverage
A single senior point of contact coordinates follow-ups, scheduling, information requests and ongoing dialogue.
Market coordination
Practical support for communications and relationship management across the markets covered by each engagement.
Administrative support
Meeting scheduling, participant communications, event logistics, document administration and engagement tracking.
A clear, five-step engagement.
Client engagement
Initial discovery, project objectives, responsibilities and commercial framework.
Information preparation
Coordination of client-supplied company, governance, operational and regulatory information.
Intermediary engagement
Relationship development and communications with relevant independent professional intermediaries.
Meeting coordination
Professional meetings and information exchanges coordinated by a dedicated relationship director.
Ongoing project management
Follow-up coordination, supplementary materials and continued commercial communications.
Discuss your commercial requirements in confidence.
Our team will review your organisation, objectives, target markets and coordination requirements before proposing an engagement structure.