We always start things off with a confidential discussion
When it comes to your assets, nothing is more important than the individual and long-term relationship between you and your personal advisor. This underpins what can be fruitful collaboration, based on mutual trust. This is why we prioritize the confidential face-to-face discussion to start things off.
We consider this close contact important to help us understand your your economic activities. This is also why we need to ask about the source of funds and make the current use of funds more plausible. The requires regular contact with economic beneficiaries.