Financial Consultancy Mexico Offshore products

[StevenMex]

Dear all,

I need some advice or help,

Ive just started at Financial consultancy in Mexico. I have a lot of clients with high incomes. I want to offer Savings offshore savings plans, retirement plans and Education plans, either through generali, Scanida, FP etc, How would I go about this? Anyone work for one of these companies? I have sold these products for employers before but do not have direct contact with the banks and would like to start up on my own.

Best Regards and thanks in advance.

[TheOffshoreAdvisor]

If I understand correctly you want to provide financial services to High Net Worth individuals. If you purchase a New Zealand FSP or Finance Company you can offer these types of services to clients and earn fees for doing so.

The FSP would be fully licensed and have some additional local requirements in New Zealand. The Finance company does not have a license nor these requirements. Some clients start out as a Finance Company and then later ask us to obtain the FSP license ase their business grows.

We offer both options turnkey with account and banking software.

[StevenMex]

That sounds perfect. The other problem is how to register with the bakns such as generali in order to be able to offer their products?