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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.

 

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