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Modern Bridge

Business Opportunity

Let your business soar with our exciting licensing opportunity! We’re seeking suitable candidates to be a Pacific Trustees Licensee to market our products and services*.

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* "Licensees are not permitted to give any specific advice to clients on Trust matters as this will be undertaken solely by Pacific Trustees"

 

Licensee Prerequisites

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Candidates should have:

 

  • A legal business set-up – at minimum a sole proprietorship.

  • Keen interest in finance and business affairs

  • High personal integrity and trustworthiness in giving and receiving accurate information

  • Entrepreneurial spirit and a strong desire to succeed through one’s own efforts

  • Ability to manage finances

  • Physical and emotional resilience, and willingness to devote best efforts to run the business

  • High comfort and skill level meeting and selling to people

  • Realistic understanding of licensor-licensee relationship and obligations of both parties

  • Willingness to participate in training and personal development

European City Street

Potential Target Groups​

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  • Financial planners & advisers

  • Wealth management consultants

  • Insurance professionals

  • Business advisers & consultants

  • Unit trust professionals

  • Remisiers

  • Lawyers

  • Business-minded individuals

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Wooden Structure

Business Opportunity Application Form

Please fill in this form for us to contact you directly:

Business Meeting
1. What is the initial investment outlay?

  • You only pay a nominal initial licence fee of S$1,000 for a five-year tenure. The fee is essentially to secure your commitment to the business, and not to recoup the actual cost of developing this exciting licensing programme. Your actual initial investment outlay varies according to the type of business set-up you operate. For instance, if you run a financial planning business, the initial investment outlay and operating expenses are virtually negligible, as your current and prospective clients also serve as your potential clients for our private trust business. You just need to invest extra effort and time in terms of providing a wider and more comprehensive range of products and services to your clients.

 

2. Do I need any estate planning or related experience to be a Licensee?

  • No, you don’t need to have any experience in estate planning to be a Licensee. However people with estate planning, wealth management, financial planning or insurance background will be considered a plus. You will receive comprehensive training on important aspects of the business.

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3. How much money can I expect to earn?

  • We do not provide estimates of profits or revenue because the actual results for each Licensee are based on factors that are not within our control. As the saying goes, the sky is the limit, as it really depends on how much effort and time you invest in the business.

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4. Will there be any ongoing fees after I have paid the initial licence fee?

  • No, our licensing business model is essentially based on a pre-agreed professional fee-sharing formula. However, upon expiry of the initial licensing agreement and if we offer you a new agreement, you will be required to pay the then-prevailing initial licence fee.

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5. Will I be given an exclusive and protected territory?

  • No, you will not be given an exclusive and protected territory so that you can enjoy an easy expansion of your business. Moreover, an exclusivity arrangement is not suitable for the nature of our business.

Business Opportunity FAQ
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