Page 7 - Professional Profile - Brian and Santiago

Confidentiality

The Agency fully understands the inherent balance necessary to accommodate
complete client confidentiality and the need for full disclosure of the clients’
wider interests. Nevertheless, the increasing complexity and interdependence
of different financial markets make it impossible for sound advice to be given
without knowledge of the broader context.

The Agency’s team is highly experienced and extremely familiar with the
sophisticated and private nature of each client and offering. By taking this
into account, our staff can locate the optimal solutions for any real estate
requirement from within The Agency’s network of experts and our own
extensive, continually expanding private database of contacts.

This gives The Agency the ability to leverage specialized expertise while
ensuring complete client privacy. As a result, A+ can seamlessly and
successfully tailor the brand and narrative of each offering.

A number of clients prefer not to entrust their personal information to CONFIDENTIALITY | No.03
large organizations that operate a centralized database. The Agency fully
understands and respects the reasoning behind such decisions and has
procedures that guarantee complete client confidentiality. The Agency operates
its own, secure database which may be accessed only by authorized personnel.
As a result, both advice given and information received by our staff remain
securely within The Agency at all times and cannot be divulged to third parties
without the expressed permission of the client.

Tailored Services

Naturally, each A+ offering is constantly monitored by The Agency’s personnel
with our services refined or adapted as necessary in order to accommodate
the specific requirements of individual clients. After an initial discussion,
agents enable clients, or their advisors, to detail their requirements and agree
upon how they wish for their account to be managed.