White knight - Report Mandate

402(b) Report Mandate

Product Description

Fairbrook Alliance research and prepare a customized Report to detail and process map, for a 402(b) (type) Regulated Asset Protection Structure. The US Treasury has formally determined that pensions carry a low risk of tax evasion and they are therefore exempt from FATCA reporting. This 402(b) allows for the broadest and deepest investment choice globally without U.S. person restrictions, restraints or blockage. Both domestic and foreign securities are available because foreign government regulated and registered pension fiduciary professional investor rules apply.

The quality of our work is based on the quality of the answers that you provide us. Our experience tells us what questions we need to ask you. We cannot address your issues without your answers to numerous questions. If you have any concerns or issues in regards to our questions, please address those to us as they might arise. In order for our business relationship to work effectively, you must be open in all discussions with us, even if, and especially when, you think the information is harmful to you and your financial situation.

The rules governing retirement plan fiduciaries encourage us to explain to a client, in writing, both the financial aspects of the relationship, and the responsibilities and expectations of both parties to the relationship. Please examine this agreement carefully and let me know immediately if you have any questions or concerns.
No work will be performed on your matters and no client mandate is established until you have both signed and returned this agreement, along with the advance payment as applicable.
  1. A professional adviser will be responsible to interface with the 402(b) trustee/administrator, custodian, investment account providers and/or other financial service providers, IRS Enrolled Agents and lawyers both domestic and internationally.
  2. What you can expect from us: We will work diligently on your matter and will keep you informed regarding the progress. We will share any research conducted on your behalf with you.
  3. We cannot guarantee the outcome of this Customized Report will meet your criteria. We will advise you of the technical, operational and legal issues so that you may continue to evaluate how you might wish to continue seeking your criteria. All attorneys cost less if you tell them what to do rather than asking them what you can do. Which means that delivering the Customized Report guarantees the outcome of the report, which defines your outcome and tells the attorney what you want accomplished. However, lawyers are subject to independent obligations and a lawyer is not obligated to pursue objectives or employ means simply because you may wish that the lawyer do so, especially if the lawyer would be violating another duty by pursuing the requested action.
  4. Each specific client situation is a complex matter involving laws across multiple jurisdictions including international pension law, domestic tax law, tax treaties, intergovernmental agreements, anti-money laundering rules, full disclosure rules, income tax, and estate tax.
  5. We share only the conceptual details of your situation with other attorneys in our group as well as accountants and other legal, financial and tax professionals, as needed. Your information will remain confidential and privately held at all times.
  6. Confidential and private means your adviser will be the only person who knows your name, personal and/or business details, relationships and/or network.
  7. What we expect from you: Firstly, the quality of our work is based on the quality of the answers that you provide us. Our experience tells us what questions we need to ask you. We cannot address your issues without your answers to numerous questions. If you have any concerns or issues in regards to our questions, please address those to us as they might arise. In order for our business relationship to work effectively, you must be open in all discussions with us, even if, and especially when, you think the information is harmful to you and your financial situation. In order to help you, we need to have all information in a timely manner. If we are missing criteria that are a part of your financial picture, we cannot effectively prescribe or provide analysis to complete the picture of your current and/or future financial situation in your report.
  8. The fee for producing your Customized Report is three-thousand and five hundred dollars ($3,500).
We reserve the right to withdraw from this Mandate Agreement by returning the entire fee to you.

We appreciate the opportunity to compile your Customized Report and trust it will provide you with a predictable future.

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