Understand the referred client
Understand the actual business, current stage, relevant markets and reason for the request.
FOR PARTNERS / INSTITUTIONAL PARTNERSHIP
A cross-border service extension for professional firms.
When your corporate clients need cross-border advisory, corporate coordination or Business & KYC Readiness support, New Vision can coordinate the agreed next stage of their requirements.
WHO WE WORK WITH
Built around professional client relationships.
Our collaboration approach is intended for professional service organizations supporting internationally active businesses.
- Corporate service providers
- Company secretarial firms
- Business advisory firms
- Immigration and international business service firms
- Accounting and tax firms
- Other cross-border professional service organizations
HOW WE WORK WITH PARTNERS
An agreed scope. A coordinated handover.
The partner relationship is supported by clear responsibilities and an appropriate communication arrangement.
Clarify the requested scope
Agree the work requested, the relevant parties and the responsibilities for the engagement.
Prepare business & corporate information
Organize the business background, corporate documents and information needed for the proposed next step.
Coordinate relevant requirements
Liaise with the relevant professional providers or institutions and follow up on document requests.
Keep the referring partner informed
Provide appropriate progress updates within the agreed scope, client permissions and communication arrangements.
Support subsequent needs
Coordinate follow-up information and ongoing corporate needs where included in the engagement.
PARTNER RELATIONSHIP PROTECTION
Respect for the relationship you have built.
New Vision respects the referring firm’s existing client relationship. We work within the scope and communication approach agreed with the parties, clarify responsibilities before work begins and share information according to the engagement arrangements and relevant client permissions.
The scope, contracting entity, fees and any ongoing responsibilities are confirmed for each engagement.
Engagement InformationOUR METHOD
A consistent method. A clear next step.
Our work follows the same five stages, adapted to the scope and requirements of each engagement.
- 01
Understand
Business model · Ownership · Markets · Objectives
- 02
Assess
Requirements · Jurisdiction · Institutional fit
- 03
Prepare
Corporate documents · Business profile · KYC information
- 04
Coordinate
Professional providers · Financial institutions · Client communication
- 05
Support
Follow-up · Information requests · Ongoing corporate needs
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