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Representative matter · Capital Relocation

Source-of-funds dossier for bank onboarding

A first-generation business owner from the CIS faced a stalled onboarding at a Hong Kong bank: three rounds of questions, no decision.

The brief
Rebuild the file so the bank could say yes.
Our role
We reconstructed the source-of-wealth narrative document by document — contracts, accounts, tax filings — and managed every compliance query within our response window.
Outcome
Onboarding completed without escalation; the same file later supported a second banking relationship.

Described without identifying parties or amounts. Past outcomes do not predict the result of any future matter.

Clear & candid We advise on international and foreign law. On matters of Hong Kong law, we work alongside locally licensed firms.
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