Professional Intermediaries

Sterling works with professional intermediaries and business introducers of all sorts including other corporate and trustee services providers, lawyers, accountants, banks, financial institutions, asset managers, fund managers, wealth intermediaries, tax consultants and other similar and related fields. We are able to accommodate simple business introducer arrangements whereby business is introduced to us and we deal with the end user client directly as well as professional intermediary arrangements where the intermediary is our client of record.

Communications

Sterling is able to implement a communication policy based on the preference of each client which can even be tailored to the level of each entity established with us. This helps to mitigate risk and support accurate services. If the intermediary client is a regulated entity or individual and is properly mandated by the end user client of the structure, Sterling can communicate with and receive instructions strictly from the professional intermediary if this is preferred. In such cases, Sterling will not contact your clients and in cases where a client makes contact directly with Sterling, we notify the professional intermediary client immediately and will only respond directly to the end user client if expressly requested to do so by the professional intermediary. Otherwise if it is preferred that we communicate directly with the end user client or if the structure and level of services otherwise dictate that this is a necessity, we can ensure that the professional intermediary is copied in on communications with the end user to help maintain relationships and service levels.

Billing

As with communications, we are also able to implement a billing policy for each professional intermediary client based on the preference of same. Thus for each entity established with Sterling, we can specify a particular billing contact which could be the professional intermediary or the end user client.