It is an overwhelming task to investigate legal & regulatory requirements for product & service marketing overseas. Choices?  Hire internal resources or outsource to law firms:  a costly and time-consuming effort usually far behind sales team’s timeline.

We provide practical, business-effective sales compliance guidance on marketing products and services globally with faster delivery at affordable cost.   We also offer corporate sales compliance training seminars.

We cover private placement of products (hedge funds, real estate, private equity, CTA [managed futures], “UCITs funds”, securities, managed loan funds, structured debt or equity products) or financial services (“separate managed accounts”, investment advice) in any country.