Everything you need to close

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

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

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

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

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

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

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