Introductions
Banking Introductions
Preparing banking arrangements for your move to the UAE? Coordinate introductions, meetings and requested documents for personal or business banking. Advice, eligibility and account decisions remain with the bank.
Who it’s for
- New residents opening personal accounts
- Business owners opening company accounts
Examples of help
- Arranging introductory meetings
- Helping organise requested documents
- Following up on next steps
Coordinated personally
- Scheduling and coordination
- Keeping communication clear
Delivered by specialists
- Banks and their relationship teams
Regulated advice and services are provided by appropriately licensed specialists. Who contracts with you, who invoices and any referral relationship will be stated clearly before work begins.
Process
- 01Share your request
- 02Agree scope and fees
- 03Coordination begins
- 04Regular updates
Scope & fees
Fees are agreed before work begins and depend on:
- The number of tasks, people or locations involved.
- Timing and how quickly the work needs to begin.
- Whether support is in person, remote or mixed.
- Third-party and government fees, which are charged separately.
Questions
How are fees agreed?+
Scope and fees are confirmed in writing before any work begins. Third-party charges and government fees are separate and shared with you in advance.
Do you give financial advice?+
No. We make introductions and coordinate meetings. Any advice comes from the bank or a licensed adviser.
