PRIVATE CLIENT ACQUISITION

Create a private search.
One decision at a time.

For qualified private buyers, entrepreneurs, family offices, investors, funds, institutions and authorised representatives.

What is the primary acquisition objective?

Which best describes the principal?
Are you acting as principal or as an authorised representative?
Who is the represented principal?

No document upload is required here. Documentary evidence can be requested later through the secure document centre.

In which capacity do you represent the principal?
What is the basis of your authority?
What should we search for?
Which markets should be included?

Add as many countries, regions, cities or destinations as required.

What is the minimum acquisition range?
What is the maximum acquisition range?
Which currency applies?
How will the asset be used?
Which investment strategy applies?
Is there a target return or yield?
Add any investment-specific criteria.
Which physical, access and lifestyle criteria are essential?
Characteristics
What is the acquisition timeline?
How will the acquisition be funded?
What source-of-funds context should be recorded?
How confidential should the search be?
How should this profile be identified in your account?
Which instruction type do you want to create?
Provide the detailed acquisition brief.
Add any mandate scope or special instructions.
What is the contact first name?
What is the contact last name?
Which company or organisation is involved?
Which telephone number may we use?
Which verified email should be linked to this instruction?
Verify the email address for this acquisition profile.

A fresh verification code is required before the search profile can be created. You can also click the secure link in the verification email.

Confirm the private-client instruction.

Review the information before submission. The profile can generate a written electronic acquisition record where required by client type, representation or mandate selection.