Investment Process
Every potential client will need to register his or her interest via our registration form.
Once registration details have been received, we will allocate you a personal Investment Consultant.
The Investment Consultant evaluates each of our client’s investment requirements and creates a strategic investment plan that will best meet your stated goals and aspirations.
The Investment Consultant remains a point of contact throughout the duration of the investment and our Client and Compliance team is also available for assistance where required.
Once a decision has been reached the following process takes place
Application Form sent to client to complete
Application sent back to offices by client with relevant documentation
Funds transferred to Plantation Capital
Receipt and due diligence sent out to client
14 day cooling off period begins
Compliance call made to client
Owners Pack containing original documents and 1 copy (Underlease Agreement (Sri Lanka) / Sales and Purchase Agreement (Thailand), Management and Maintenance agreement, Ownership Certificate) sent out to client
Client to send back originals signed - Plantation Capital to counter sign and return to client once copies have been made for internal client file.
