First
Context
Share the broad purpose of your enquiry, the relevant decision-makers and any constraints you already know.
Client process
A considered start.
An initial enquiry is a conversation—not a promise of services or an invitation to invest. We use it to understand whether a further discussion is appropriate.
Then
Eligibility
Before any engagement, consider jurisdiction, client classification, conflicts, and whether the conversation can properly continue.
Next
Scope
If appropriate, establish a written scope that identifies responsibilities, information needs, fees and material limitations.
Ongoing
Review
Revisit the agreed scope when objectives, circumstances or relevant market conditions change.
Important
No public page can establish suitability.
Do not rely on website content for investment, legal or tax decisions. A decision should be made only after receiving information that is specific to the relevant product, engagement and jurisdiction—and after seeking independent advice where appropriate.