The Transaction: The client had funds sitting in her private bank account and wasn’t happy with the amount of interest the funds were receiving. The client wanted to put her funds to better use without moving the funds or ever putting the funds at risk.
Location: Europe - Vancouver
Project Start: 8th February 2021
Project Completed: 4th February 2022
The client knew she wanted to do more with her bank held funds but wasn’t sure what to do or who to ask. This is a very common problem. The difficulty comes in not knowing the right contacts and also not knowing what questions to ask.
In many cases the client knows what they want to achieve but they have no idea of how they can achieve their desired outcome. Understanding the clients desires is the key to finding the perfect solution for the client. Global Title And Escrow Services LLC (GTES) have a vast network of trusted and professional associates who have the solutions to a wide range of problems. By understanding the clients goals, it makes finding the solution very easy. In this case we connected the client with a trusted associate who entered the client into a micro cap trade program, whereby the clients funds stayed within her own bank account, and the client successfully entered a trade program. Therefore making the most out of her funds, whilst never putting her funds at risk.
The client signed a trade agreement which guaranteed a 5% return on her principal sum per month. The returns were sent directly to the client and he initial principal sum was never at risk. The trade agreement was set up to last 10 months from the start of trade. The client is extremely happy and is considering her next move.