Overview

At the ProFin Group the security of your finances is of the utmost importance and we are committed to becoming the recognised brand for international, independent financial advice.

Our consultants operate to a strict code of conduct, which adheres to these basic principles:

• To conduct business at all times with utmost good faith and to the highest standards of integrity.
• To exercise due skill, care and diligence when dealing with clients.
• To provide advice objectively with respect to the needs and requirements of clients.
• To conduct their activities in accordance with the laws governing the jurisdictions within which they operate.
• To uphold at all times the standards set in terms of International Anti-Money Laundering requirements.

Appropriate Advice

Professional Approach

At the ProFin Group we start by listening and therefore believe that the first and most important step in our professional relationship with you is to undertake a comprehensive analysis of your current financial situation. Our consultant will therefore complete with you a detailed questionnaire, the "Personal Financial Analysis", which will allow us to:

• Appraise your current financial situation
• Identify and prioritise your financial needs and goals, and
• Design an appropriate personal financial programme to satisfy these needs and goals.

Working in your best interest

Our consultant will then prepare a comprehensive "Letter of Recommendation" for you, making proposals as to the best way of satisfying the needs and goals identified in your "Personal Financial Analysis"

Where products are recommended, our consultant will ensure that you receive all the product literature. Where investments are recommended, the risk and return levels will be fully explained to you to ensure they match your requirements.

On-Going Advice and Service

To help keep you fully informed, The ProFin Group provides the following:

• Regular review meetings with our consultant.
• Investment statements from your chosen investment companies on a regular and agreed basis.
• Updated news and access to policy values via our website .
• Client seminars on a variety of topics covering offshore trusts, world market reviews, etc...

Unless instructed by you, investments will only be placed with institutions in top financial centres of the world. The jurisdiction that we can access will have designated territory status, which means that regulation is as stringent, or better than, those you will find in the United Kingdom.