Resources

Everything you need to close

A working toolkit for partner agents — refreshed every quarter by the Aureum Private Office.

Aureum agent toolkit
The Aureum Toolkit

Everything we use ourselves.

Decks, scripts, vetted email sequences, brand assets and compliance templates — the same materials the Private Office uses on live mandates, packaged for partner agents.

12
Templates
6
Languages
Q
Quarterly refresh

Master Sales Deck — 2026

Editable Keynote / PPT with the latest market data and trophy listings.

Download deck

Buyer Onboarding Checklist

12-step process from intro call to completion, with template emails included.

Download PDF

Email & WhatsApp Templates

Vetted templates for first contact, viewing follow-up, offer and close.

Open library

Brand & Logo Pack

Logos, fonts, colour palette and social templates in the Aureum identity.

Download brand pack

Country Quick-Reference Sheets

One-pagers per country: yields, taxes, ownership rules, visa programmes.

Download set

Compliance & KYC Playbook

Source of funds, sanctions screening and PEP procedures for cross-border deals.

Download playbook