FIRST THINGS FIRST KAREN FIRST NAMES GROUP IS A BUSINESS BUILT ON INDEPENDENCE.
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1 NELDI/HANNAH/MAURICE/JANET/SAMANTHA/GAIL/GISELLE/COLETTE/LUCILIA/BECKY/ELLAN /ADELE ANTHONY/DEAN/ALEXANDER/ALISON/KEN/RIMMA/MICHELE/EVA/ROBERT/CARLA/ANNIE/JO /MARIAN VICTORIA/VANESSA/KAY/ELLIOT/PETROS/PHILIPPE/KEVIN/PIETER/SOPHIA/KAREN/JÉRÉMY /CLARE DONNA/MICHAEL/KERRY/URS/ALASDAIR/CELENE/FIONA/KIN MAN/VIVIA/TIM/KYLE/YIANNA /DEBBIE ELENI/JANETTE/SARAH/BROGAN/BERTRAND/MARK/LEANNE/HAULWEN/FEI/MARZENA /JACQUELINE GEMMA/KIM/PETER/JIM/IVAN/HARRISON/MIKE/THERESE/CASEY/RUSS/SUSAN/CORINNE/TIMOTHY KATERINA/ALESSANDRO/RICO/UMAIR/AIMEE/JANE/GARETH/ANDREA/GRANT/GEORGE/JULIAN /LEIGH SYLVIE/ADRIAN/MARTIN/HELEN/ANNEMARIE/KATHRYN/CONOR/SAM/LEANDRO/SOPHIE/JONATHAN MANABU/CLIVE/GERALDINE/LUKE/VASILIKI/ELISABETH/SHARON/LAURENCE/ALAN/JANICE /GERDA USAMA/DOMINIC/LESLEY/CHRIS/XIUYAN/JERI/ERIC/STEPHANIE/JEREMY/LYNN/JEAN/LYNDSEY/JOANNE ELIZABETH/LU/TOMMI/ZOE/ALLANA/PETRA/CLAIRE/RACHEL/JENNIFER/ANGELIKA/DEBORAH/ KYRIAKOS MAXINE/BLANAID/TEE/JADE/LUCY/MAX/ANTONY/FILIP/OONAGH/LEE/MIGUEL/HEIDI/SUZANNE/ TEREZA ANAND/DEBRA/LYDIA/CHRISTOS/AGON/TONY/ALEXANDRA/MATT/CHLOE/MEGAN/LAUREN/CHRYSTALLA THEO/LOUISA/KELLY-ANNE/BRIGIT/CLIODHNA/AURELIE/DANAA/SCOTT/NIGEL/GREIG/DORATHY/VIVIEN JOSIE/MABLE/ROSIE/SUZANNA/FREDERIQUE/CAROLYNE/STACEY/GABRIELLA/VOIRREY/NIOVI /CHRISTEL CAROLINE/ANNA/MANDY/SILVA/JAMIE/JENNY/VALERIE/CHRISTOPHER/PAUL/ALEXIS/ANDRI/SANDRA PATRICIA/MICHEL/JERED/KEITH/ANGELA/MYRIA/BEVERLEY/ELENA/MAREE/YANN/JON/KSENIYA/WENDY ADAM/CHRISTINE/CHARLOTTE/IZABELA/LISA/KERRIE-ANNE/TOM/CAROLYN/GEORGIA/DANIEL/ BRYAN AINE/NATHAN/SUMMER/DEIRDRE/DAVID/STUART/ELAINE/JULIETTE/NICOLAS/ANITA/LIZ/DEE/OLIVER MELANIE/SOULA/JASON/LAURE/OLIVIER/CAROLE/EAMON/RYAN/KIERAN/JEANETTE/AMY/MICHELLE KARINA/GAVIN/EMILY/GAVRIELLA/ERIN/GERARD/LAURA/CONNOR/GARY/SPYROS/CATARINA/HEATHER HAYLEY/OLGA/NICHOLAS/JACK/JULIE/JUSTYNA/TONI/JOHN/TERRI/PETYA/NAZ/ANDREJ/ATHENA /KIERON BARBARA/ANNMARIE/LIANNE/SIMON/TRACEY/NICKY/MARIA/FEDONAS/CHANTELLE/ANNITA/OLIA/NEIL ANN MARIE/SHIRLEY/NICOLA/CAROL/SUE/EMMA/ANDREW/ROBIN/KIRSTIN/TARIQ/KARIN /CONSTANTINOS
2 FIRST THINGS FIRST FIRST NAMES GROUP IS A BUSINESS BUILT ON INDEPENDENCE. It s our independence from institutions that means we can offer the very best in trust and corporate services. And it is our independent spirit that gives us the character our clients and professional intermediaries value so highly. It s a culture of independence that gives our people the freedom to forge long-term, mutually rewarding client relationships and to grow as professionals and prosper as individuals. We understand that all of our clients, from single individuals to major corporations, ultimately want the same simple thing: peace of mind. They want to rest easy in the knowledge that structures are being administered by experienced professionals motivated to deliver the highest standards of corporate governance. We take the time to understand our clients individual needs, either working with them directly or through their advisers. And we take pride in our ability to tailor the right solutions, drawing from an extensive, integrated platform of expertise and processes spread across multiple strategic locations. We re proud of the service we offer. And we re proud of the people who make it happen: our First Names. Featured: Karen O Hanlon - Managing Director, Singapore; Constantinos Meivatzis - Deputy Managing Director, Cyprus; Joanne McEnteggart - Managing Director, Ireland KAREN POSITIVE ENGAGEMENT
3 JOANNE DYNAMIC ENERGY CONSTANTINOS GOOD MANNERS
4 OUR FIRST NAMES We want you to know who we are not just what we do, which is why we re putting faces to our First Names. This is a quick snapshot of just seven, but you can meet other members of the team at firstnames.com STUART PROFESSIONAL CONNECTIONS Stuart Dowding is Managing Director for our Hong Kong business. Professional and approachable, Stuart welcomes a steady flow of clients and colleagues into his office, giving freely of his time and knowledge to smooth whatever path they are on.
5 MARIA LONG-TERM LOYALTY Maria Hadjivassiliou is a Client Services Director for our Cyprus business. With her effortless charm and sunny disposition, Maria s commitment to her clients never wavers, and she always strives to do the right thing in the right way. ANDREA POSITIVE THINKING Andrea Ehrbar is a Senior Trust Officer for our business in Switzerland. Since joining the business in 2010, her bubbly personality and technical expertise have made her a firm favourite with colleagues and clients alike.
6 MARK BUILDING RELATIONSHIPS Mark Lewin is a Client Services Director for our business in the Isle of Man. Confident and capable, he keeps the spotlight firmly on growth opportunities and is never distracted from the task at hand. ANDREJ PUTTING THINGS IN ORDER Andrej Grossmann is Head of Corporate Services for our business in Luxembourg, but has previously worked, studied and lived in some of the most important financial jurisdictions worldwide. His extensive experience in the international corporate service industry stands him in excellent stead when dealing with client challenges, especially when they involve fiduciary services or funds.
7 BEN CLIENT SATISFACTION Ben Newman is Managing Director for our Jersey business. He demonstrates a deep commitment to building community spirit with First Names at the heart of it. Ben looks at problems through the eyes of his clients; his empathy is obvious and his solutions are sensitive. HAROLD GROWING COMPANIES Harold Janssen is Head of Corporate Services for our business in The Netherlands, and a key member of our corporate leadership team. Collaborative by nature, he enjoys rolling up his sleeves to get things done and achieve goals. It s an approach that he has used to great effect throughout his career to help international companies grow and prosper.
8 OUR BUSINESS First Names Group is one of the leading independent providers of trust and corporate services in the world. Our ability to operate on a global scale through a network of strategically located offices is fundamental to our success. And our presence in and knowledge of the regulatory landscape in so many of the world s key financial jurisdictions means we can respond to the varied and specific needs of our clients, either directly or via their trusted advisers. We value all of our First Names for their expertise and skills. We have a clear focus on professional qualifications among employees, with many accountants, lawyers, trust and estate practitioners and chartered secretaries providing the necessary experience. Most importantly we are committed to all of our First Names, investing in their professional development to ensure they are always equipped to deal with the ever-changing and complex corporate environment. As an independent firm, we are totally free of the conflicts often associated with institution-owned trust companies. This not only gives us the agility to make decisions quickly but also means we have complete freedom to choose the right banks and investment houses to work with. We do not provide tax, legal or investment advice, choosing instead to work with third-party professionals. We are happy to work with clients or their advisers directly, or as part of a wider team. Aphrodite s Rock, Cyprus Old Harry Rocks, United Kingdom The Baths - Virgin Gorda, British Virgin Islands
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10 Amsterdam Canal, The Netherlands Ha penny Bridge, Ireland
11 A PLATFORM FOR SUCCESS Of course we re not alone in having a workforce spread across the world s key financial jurisdictions although we d argue our First Names are a cut above the rest. We believe what really makes us special is the way we share our expertise and pool our knowledge to ensure our clients draw maximum benefit from the wealth of talent we have at our disposal. Our joined-up approach spans all jurisdictions and is based on a framework of robust processes and knowledge sharing. And our understanding of each other allows us to combine our skills and experience and draw those services together. In a sense, this sharing of knowledge and best practice mirrors our approach to the relationships we have with our clients and their advisers. Understanding their motivations allows us to deliver the tailored services they need. Lighthouse - Saint Peter Port, Guernsey
12 CORE OFFERING PRIVATE CLIENTS We provide the following solutions: Managed trusts Asset protection Estate/succession planning Executive compensation Family office support services Middle East client structuring Philanthropy Russia/CIS client structuring UK resident non-domiciled Yacht registration Aircraft registration Classic car collection management Delivered and supported by these services: Administration and accounting Corporate secretarial services Domiciliation Foundations Image rights registration Partnerships Pension administration Provision of registered office/ registered agent Provision of trustee, corporate and individual directors Trust and corporate formation CORPORATE AND INSTITUTIONAL Our solutions include: Corporate structures Foreign direct investments Business support services Structured finance Capital markets And are supported by: Company/entity formation Corporate management Corporate secretarial Domiciliation Financial reporting and administration HR administration and payroll services Loan agent/registered agent Tax compliance FUND ADMINISTRATION Our experience includes the following fund types: Private equity funds Real estate funds Structured funds Open ended funds Alternative investment funds And we provide the following services: Launch, incorporation and transfers in Valuations and financial reporting Investor servicing Compliance and risk services Corporate services Support services Non-discretionary fund management REAL ESTATE SERVICES Our experience includes structuring services for a broad range of property types : Office buildings Shopping centres Care homes Sheds Student accommodation Hotels Motorway service areas Residential developments Our related services include: Establishing appropriate structures Domiciliation and officers Administrative support Company secretarial support Financial reporting Banking and cash management
13 Brooklyn Bridge, United States Milner s Tower - Bradda Head, Isle of Man
14 Oberhofen Castle, Switzerland Himeji Castle, Japan
15 OUR LOCATIONS British Virgin Islands Bison Court PO Box 3460 Road Town Tortola British Virgin Islands T / bvi@firstnames.com Cyprus Chapo Central 3rd Floor 20 Spyrou Kyprianou Avenue 1075 Nicosia Cyprus T / cyprus@firstnames.com Guernsey PO Box 336, Anson Court La Route des Camps St Martin Guernsey GY1 3UQ T / guernsey@firstnames.com Hong Kong 18 /F Wyndham Place 44 Wyndham Street Central Hong Kong T / hongkong@firstnames.com Ireland Suite 6, Rineanna House Shannon Free Zone Co Clare Ireland V14 CA36 T / ireland@firstnames.com 12 Merrion Square Dublin 2 Ireland DO2 H798 T / ireland@firstnames.com Isle of Man First Names House Victoria Road Douglas Isle of Man IM2 4DF T / iom@firstnames.com Jersey 3rd Floor 37 Esplanade St Helier Jersey JE2 3QA T / jersey@firstnames.com Luxembourg Atrium Business Park 33 rue du Puits Romain L Bertrange Grand Duchy of Luxembourg T/ luxembourg@firstnames.com Singapore 14 Robinson Road #09-01A Far East Finance Building Singapore T / singapore@firstnames.com Switzerland Am Schanzengraben 25 PO Box 2321 CH-8022 Zurich Switzerland T / switzerland@firstnames.com 24 Route des Acacias Les Acacias 1227 Geneva Switzerland T / switzerland@firstnames.com The Netherlands Keplerstraat CD Badhoevedorp The Netherlands T/ netherlands@firstnames.com United Kingdom 4th Floor 45 Monmouth Street London WC2H 9DG United Kingdom T / uk@firstnames.com United States First Names Group Flying Jib Road Cornelius, NC United States T / usa@firstnames.com For information on the legal and regulatory status of our companies, please visit firstnames.com/legal. First Names Group does not provide legal, tax or investment advice and the information in this document should not be regarded as such. FM1_ _12_APO
16 WE BELIEVE OUR PEOPLE FOCUSED GROUP WILL DELIVER SUPERIOR CLIENT SERVICE. WE ARE FIRST NAMES GROUP. Follow us FIRSTNAMES.COM
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