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Professional Intermediaries
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Professional Intermediaries and Affiliate Program


“Servicing the corporate needs of the professional community for 30 years"

 

Over the last thirty years OCRA Worldwide has built a network of professional clients including: Accountants, Lawyers, Banks, Trust Companies, Fiduciaries, Independent Financial Advisors and Tax Advisors throughout the world.

We deliberately position ourselves to be a value-added partner in the advisor-client relationship and fully recognise that the local advisor has detailed knowledge of the resources, abilities and aspirations of the client. We therefore encourage the local advisor to treat OCRA Worldwide as a specialist resource provider dealing only with specific areas of the client’s affairs.

Intermediaries often choose to work with OCRA Worldwide because they seek either specialist knowledge of a jurisdiction, or they have chosen OCRA Worldwide as their preferred corporate or trust services provider.

Professional intermediaries are offered :

  • Preferred pricing and /or retro- concessions
  • A dedicated support team
  • On-line access to our knowledge base
  • On-line ordering
  • On-line access to client information
  • On-line account management

Our affiliate program is for Qualifying Professional firms, Sole Practitioners and Companies who wish to participate in, and become an integral part of our Global Corporate Services operation.

Generally, affiliates are not agents of OCRA Worldwide but are participants in the marketing of our service offerings in countries where OCRA Worldwide has no physical presence. They add value to service delivery by providing local and regional advice in the context of international trade and investment.

Qualifying Affiliates are offered:

  • Training in both technical and compliance expertise
  • International networking opportunities
  • Online access to our knowledge base
  • Client referrals wherever applicable
  • Monthly newsletters
  • Access to our Compliance and Procedures manuals
  • Participation in OCRA Worldwide conferences, specifically for Affiliates
  • Website design and hosting at a nominal cost
  • Access to expertise and global network
  • Legal and tax source materials
  • Training sessions and seminars
  • Advice and support relating to client matters

We would welcome the opportunity of being able to assist your firm with your client’s International Corporate Service requirements and in this regard should you wish to see one of our consultants or would we receive more information please do not hesitate to contact us.

For professional firms wishing to join our affiliate program please select AFFILIATE PROGRAM and follow the instructions.

 
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