The Fine Details of our Services
We provide a wide range of professional services and we have outlined them all in detail on this page. Be very careful going down this rabbit hole!
Service Details
Critique of your RFP
This basic plan is a review and critique of your RFP. We will advise you of errors and inconsistencies, insuring the most professional look.
This is a great way to test our services and have an outside expert review your presentation.
Presenting your RFP
The intermediate plan proofs and edits your RFP to professional standards, then ensures distribution to the most suitable Financial Service Providers.
Utilize our contacts and expertise to make sure the best, most suitable Financial Service Providers bid on your contract.
Standardizing the replies to your RFP
The advanced plan builds on these earlier stages and standardizes the replies received from the respondents in order to facilitate comparison.
Insure that all prospects respond to your RFP, then have their replies summarized in a manner that makes for easy comparison and decision-making
Your RFP is managed from start to finish
The Deluxe plan starts with the development of the RFP, distributes it to suitable Financial Service Providers, collates and presents the results with our recommendations.
See Below
The Deluxe Plan
For you, we do everything from start to finish: Full enterprise interviews; draughting of the RFP; publication and follow-up of the RFP; participating in interviews, summary, analysis and presentation of the results. This level of service includes documented recommendations, wrap-up and thank-you letters.
Our Comprehensive Service Details
A Structured Process
Handling your money well is the cornerstone of your success.
With our Deluxe Plan, you will benefit by our formal, organized and coordinated process.
Our documented five-step process guarantees nothing is lost or overlooked.
We explore your Global Financial Service background
- How well are your finance providers serving you now?
- How well do their systems integrate with yours?
- Are you satisfied with their personal interaction?
- What gaps need to be resolved? How quickly?
Banking Relationships
How are you currently managing:
- Cash flows
- to suppliers?
- from clients?
- Short-term liquidity management?
- Foreign exchange requirements?
Investment Management
Are you comfortable with your:
- Investment Policy Statement (IPS)
- Its age?
- Its match to the current situation?
- Manager's
- style?
- suitability?
- expertise?
- contact frequency?
- Flexibility with changes in requirements, risk parameters?
Insurance & Risk Management
Have you reviewed your requirements here?
- Corporate, personal, board-member liability coverage
- Physical and financial risk management
Trust Agencies
Sometimes technical, yet very critical. It can be difficult to manage :
- Transitioning
- Development and Control
- Tax minimization
- Foreign holdings
- Bequests