Corporate and Structural Advisory
Investment Dealers and Advisors
With the ever-evolving changes in cross-border regulations, you’ll need some guidance to make sense of your investments and make sure you are optimising your portfolio.
Investment dealers (also known as underwriters) and advisors both play a crucial role in your financial life and offer a range of services designed to help you meet your investment objectives.
In deciding whether you need an investment dealer or advisor, or a combination of both, there are several things to consider: do you require someone to simply perform transactions on your behalf, as per your instructions? Or do you also need help managing your portfolio and understanding market trends? Our partners are licensed by the FSC and specialised in various functions: they serve as your dedicated point of contact and help you buy or sell securities.
JurisTax shall assist to set up and administer your business, apply for relevant licenses, manage your back-office needs and meet your compliance obligations. Our approach is deeply personalised: we act on your behalf and offer as little or as much support as you require. Regardless of the type of investment you wish to hold or whether you need an advisor or an underwriter, your interests will always take precedence at JurisTax.