Cissonius Global Limited
At the Forefront of Financial Planning
Cissonius Global Limited offers a wide range of financial consulting services with the necessary tools and expertise to help you grow individually and / or corporately. We partner with our clients from start to finish, focusing on their needs while producing new ideas, developing effective strategies and designing high quality and scalable solutions.
About Us
Mission Statement
Cissonius Global Limited was incorporated on the 16th of May 2017 in Hong Kong, and is the symbiotic brainchild of Mr. Paul Bryant Shepherdson and Mr. Carl Hugh Davis. It was formed for the sole purpose of housing the entire groups financial arms in various parts of the world.
Its purpose is to provide for the discerning investor through its subsidiary companies in Canada, the Caribbean, Dubai, Hong Kong, Latin America, Mexico and Singapore the opportunity to work with, through Cissonius Global Limited, some of the carefully selected top 100 investment companies and investment houses in the world and therein be able to access over 300 international investment funds throughout the globe in various hard currencies along with the security and protection clients are seeking, which are unattainable anywhere else in the world.
Cissonius’ goal is to bring a new and dynamic level of investment options to the personal and corporate investors that are primarily security and regulatory conscious, concerned about the protection of their investments and are seeking maximum tax-efficient returns on their investments that is currently unavailable on the regulated and open market through other licensed financial entities that operate within these jurisdictions.
We are a company that is comprised of market and financial professionals, with at least 60 years of combined experience within the executive body; with expertise in the financial services industry, investment portfolios and banking industry. Our aim is to deliver quality investor-grade products from some of the top investment / insurance companies in the world, at minimal cost to each client; while simultaneously providing the most professional, legal, and equitably sound financial recommendations, which will aid in ensuring financial prosperity and wealth creation to our dedicated clients as well as complete wealth management; working alongside our clients with current portfolios who are looking for tax efficient vehicles to protect their wealth.
The international companies we represent and conduct investment consultations for, are highly regulated within their jurisdictions, financially secure with high solvency ratios, proven track records, and equally established portfolios across the globe. These are companies that have been established as far back as the 19th century, with many decades of proven financial viability and global corporate presence in the major investment markets.
With the level of exclusivity that Cissonius Global Limited brings to the investment market, through our agreements with these large investment houses and companies, we make a very bold yet understated position in a sector that is dominated by brokers, insurance companies and banks that are not currently able to provide the products, services and protection of investments / investors that Cissonius Global Limited can offer anywhere within the regulated jurisdictions.
Independent International Financial Planning
What you can expect from us
The following is by no means an exhaustive list but it will serve to give you an idea as to how we generally conduct our business with you.
You will receive a business card with contact details and we will take you through the relevant disclosure documents which outline what we are authorised to do, how we can be paid, data protection and complaints issues, among other things.
We will then complete a confidential Fact Find on your circumstances, which records all your relevant personal and financial details. You can choose which areas you wish to address. However, the more you can tell us, the more appropriate our advice will be as we base our recommendations on this document. If there is an investment element to what you want to do, we will also ask you to complete a Risk Profiler which gives us an idea of your attitude to risk and helps us to highlight the best funds for you. We will also ask for appropriate forms of identification and residential address verification.
If we recommend a product, you will receive a copy of the research, a Key Facts/Features document which covers generic details and a personalised illustration. The illustration shows details of the product, including such things as plan charges, term of contract, cancellation rights and commission, if applicable. (If a product switch is involved, we will complete a form which highlights the reason for the switch.) Only after you are happy with these will we proceed to the application form. We will then outline the usual procedures and checks – e.g. medical details confirmation – which then follow.    Â
Within 5 working days, we will forward a Suitability Report which will set out your situation, your wishes/needs and the steps which have been taken to fulfil these. This report will confirm your preferred method of payment and the amount. You will receive a form asking you to verify that this report is a correct summary of our business and that you agree with the outcome. We will also send you a questionnaire about your experience of our company for completion. We use this to improve our service.
We will also confirm the post advice service and the ongoing relationship which we will have with you, based on your wishes. This could be annual statements or regular face-to-face reviews.
The above are the basic steps in the usual process. If your case is in any way different – e.g. Execution Only, where you tell us what you want and do not require advice – then we will explain that process at the outset.
We hope that you find this useful.
Cissonius Global Limited.
Expert Guidance
Consulting
With years of experience, our professional consultants have the skills and expertise to advise you on all matters financial. At Cissonius Global Limited, we combine our insights and skills to provide sound financial advice on an individual and corporate level. We are proud to help shape and improve how our clients structure and manage their financial needs and requirements.
Navigating Global Markets
Strategic Planning
We examine all markets and work closely with carefully selected providers and institutions, ensure what they are doing to stay relevant and competitive in this fast-paced world, and which ones are doing it best. We then analize, using smart tools and global resources in order to understand the implications of every choice our clients can make.
Contact Us
Contact us and find out how our professional services can benefit your personal financial planning and / or your corporate financial planning requirements.
