Distributors and IFA's
Working with distributors and quality financial
advisors is important, not only for our business, but
for clients who wish to have an advisor on hand
locally.
In order to create
this local service for our clients we are in the
process of building a network of advisors and
distributors of our products and services and invite
enquiries from those who would like to work
with us.
The following services are
available:
Distributor License
We
work with distributors and IFA's to
offer discretionary Swiss banking services to clients through our 'Managed Swiss Account; and
our 'Managed PIPE Investment Account'.
Under a
Distributor Licenese
you, or your
firm, will hold the necessary regulatory approvals
to promote and advise on financial
products. You will operate under your own
company name and our company will provide back
office support, reporting for clients and
marketing materials as well as a generous commission package for those products of
ours that you offer clients.
To those committed to delevoping
a relationship with our firm, we also
offer a fully hosted
'co-branded' version of this web site in order to help
generate clients for your business.
Master
License
We are
evaluating certain
regions to establish Winterman subsidiaries and would welcome enquiries from suitably qualified
potential partners in those subsidiaries.
Introducer
As
an introducer of business to Winterman
Asset Management we will provide a generous
commission package for the distribution of our products and services.
You would operate under your own banner as a
licensed agent of our company.
Affilate
Web Site
We are creating
an affiliate program currently and would be happy
to discuss your requiremets and register
your interest for when this site is
launched.
How do we
apply?
Please
click
here and you will be redirected to our enquiry
page. Once your enquiry is recieved we will contact you to discuss your
requirements.