A direct line to the right bank.

1. Bankability assessment

You submit a structure summary via our apply form or by direct introduction. We respond within one business day with a view on which institutions on our panel currently have appetite. The assessment is complimentary. There is no obligation at this stage.

2. File preparation

If you proceed, we work with your team to build a bankable file. This means visual UBO maps, plain language fiduciary summaries, and anticipating the bank's likely red flags. Banks do not enjoy translating trust deeds. We translate so they do not have to.

3. Direct submission

We submit directly to the compliance and relationship teams at the institution most likely to take the mandate. We do not submit blind through portals. We have walked these files in for over a decade.

4. Onboarding management

We manage RFI rounds, escalations, and signatory verification through to a live account. If the bank declines, we know within days, not weeks, and we move to the next institution without restarting the file.

5. Ongoing review

Bank appetite changes. Sanctions regimes change. Once an account is open, we maintain the relationship and flag risks before they become yours to solve. Standing arrangements are available for firms with recurring banking requirements.

What we ask of you

Clarity on the structure

Authorisation to act on your firm's behalf

Engagement during file preparation

Decision authority at the right moments

What we do not do

We are not an EMI or payment platform

We do not manage assets

We do not provide tax or legal advice

We do not submit blind applications

Get started

Submit a structure summary. Receive an initial bankability view within one business day.