Financial & Life Management Without Borders

Содержание

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Expatriates/Global Citizens & Professionals

Working and living abroad is on the rise as

Expatriates/Global Citizens & Professionals Working and living abroad is on the rise
multinational companies fight
to maintain global competitiveness and people look to enhance life
experiences

47% of 243 multinational companies surveyed had increased traditional expats in 2019

Using Data provided from the OECD, we can extrapolate that there are approximately over 40 million high income individuals living abroad.

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These highly sophisticated, mobile citizens establish complicated financial, legal, and life situations:

Household

These highly sophisticated, mobile citizens establish complicated financial, legal, and life situations:
Affairs are extremely fragmented

Cross-Border Financial Advice is Limited

Need to institute Legal Documentation in Country of Residence

Multiple Tax & Regulatory Requirements

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Problems Looking to Solve

Ensure expats/global citizens do not lose track of accounts

Problems Looking to Solve Ensure expats/global citizens do not lose track of
as their global footprint or ‘dots’ grows
Eliminate or reduce fragmented finances
Ensure clients stay educated on important expat issues
Improve employee productivity as financial & life management becomes less challenging and stressful
Lack of proper legal documentation puts individuals and families at increased risk in the case of accidents or death
Provide key expat services that employers do not

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Trends

These changes have allowed Financial Dots to bring a digital solution to

Trends These changes have allowed Financial Dots to bring a digital solution
solve problems, lower costs, and increase the level financial & life management

Decrease in Traditional Expat Packages and Coverage have placed more responsibility on the employee
Fintech Advancement
Banking-as-a-Service
Increased Regulation and Security

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introduces a hybrid platform of technology solutions along with a personalized service

introduces a hybrid platform of technology solutions along with a personalized service
to elevate your financial and life management.

Financial Dots

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Optimize your financial and life management decisions through Financial Dots by:
Aggregating

Optimize your financial and life management decisions through Financial Dots by: Aggregating
International Accounts

Elevating Investment Decisions
Accessing Financial Experts
Simplifying Tax Compliance
Securing Essential Legal Documentation
Dashboard Alliance Tool

Bespoke Concierge Service

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With a consolidated view of your financial situation and connection to over

With a consolidated view of your financial situation and connection to over
20k accounts globally,
View your net worth as it changes.

Never lose track of your accounts around the world!

Aggregating International Accounts

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These services are tailor-made for you based on your individual profile.

Access a

These services are tailor-made for you based on your individual profile. Access
network
of cross-border & domestic
financial experts

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Certain investments work better for specific nationalities. Identify personalized investment opportunities tailored

Certain investments work better for specific nationalities. Identify personalized investment opportunities tailored
to your location.

Optimize multinational investments

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Our taxes can be simple, standard or complex. We might have personal

Our taxes can be simple, standard or complex. We might have personal
and business taxes to file. Find the right service so you pay the right price for what you need.

Tax Compliance

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Its important that we have the right documents in place to mitigate

Its important that we have the right documents in place to mitigate
risk and ensure security for our families.

Essential Legal Documentation

Temporary Guardianship

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Improve investment decision making and tax compliance by securely sharing your financial

Improve investment decision making and tax compliance by securely sharing your financial
dashboard with your Financial Advisors or Accountants

Dashboard Alliance Tool

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Our clients tend to have complex situations where generalist advice is inappropriate.

Our clients tend to have complex situations where generalist advice is inappropriate.
We have built a network of specialists to ensure you receive the best tailor-made solutions.

Bespoke Concierge Service

Estate Management

Buying Property

Starting A Business

Long Term Care

Inheritance

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Pricing

Includes
Access to over 20,000 financial institutions globally
Auto-updated holistic view of your net

Pricing Includes Access to over 20,000 financial institutions globally Auto-updated holistic view
worth
Introductions to best-in-class cross-border service providers
Data sharing with your accountant or financial advisor
Tailor-Made services based on individuals profile
Curated alerts and content on cross-border information
Additional Costs
Procured Legal Documentation
Accounting Services

£375 (ex Vat) for 1 Year Subscription with 1 Month Free Trial Period

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Sign-Up Today

Contact us by clicking ‘Help’ from the main page or

Sign-Up Today Contact us by clicking ‘Help’ from the main page or
email us directly at [email protected]. We look forward to hearing from you!
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