Meet Our Client
Our client, an experienced Introducing Broker (IB), had been operating successfully in Canada. Seeking to expand her business and take residency in a new country, she approached us for assistance in forming a new company. Despite her experience, she felt skeptical about the residency process and needed reassurance throughout the journey.
Referral
The client referred a friend who was also interested in starting a business. This referral was a testament to our client’s satisfaction with our services, as she had experienced our dedication and expertise firsthand.
Communicating Effectively
From the outset, we maintained a continuous line of communication with the client over the phone. We provided detailed information about the company formation process, discussing the necessary documentation, legal requirements, and the timeline involved. Our goal was to ensure that she felt informed and confident in her decisions.
Personalized Advice: In-Person Consultation
After a few weeks of phone consultations, the client decided to visit our office from Canada. This visit allowed us to address any remaining concerns she had about the process and the residency requirements. During her time in the office, we reviewed her business plans and tailored our services to meet her specific needs.
The Impactful Outcome
The company formation was completed smoothly, and the client expressed her satisfaction with the process. She was particularly relieved to have clarity on the residency application, which we supported with the necessary documentation and guidance.
A Fitting Finale
This case highlights the importance of effective communication and personalized service in client relationships. Our commitment to providing continuous support and reassurance enabled our client to achieve her goals, and her successful company formation has set a solid foundation for her future endeavors as an Investment Consultancy broker.