What to expect
The service, required authorisation and conflicts depend on the actual engagement.
A good place to start
Prepare a concise description of the business and objective. Ask about relevant experience, fee structure, confidentiality and any relationships with potential counterparties.
What to compare
- Transaction expertise
- Fee and conflict disclosure
- Confidentiality and scope
Be clear about the professional’s role
Explain the task and the country or jurisdiction involved. Check professional status with the relevant official body, then ask about fees, conflicts and the limits of the service. These guides prepare an enquiry; individual decisions need advice based on your circumstances and current rules.
Understand the other options
Financial advice
Financial advisers offer different services, qualifications and payment models.
Accountant
Accountants and tax-service providers offer different qualifications and services, from bookkeeping to preparing returns or specialist advice.