How it Works

To ensure high quality and service standards for you, Fidelitas have developed a process improved over the last 2 decades.

Step 1: Explore our Websites

To answer any initial questions we suggest you have a look around our websites as it contains very accurate information about the services and solutions Fidelitas offers and the processes.

The websites also contain constantly expanding FAQ sections (like the  Fidelitas FAQs) , which will be able to answer any specific questions you may have. Fidelitas also offers you information in our Support Centre.

Step 2: Consultation Phase
For more information, see “Book a Consultation”

Fidelitas offer you an initial consultation, generally by skype or over the phone.  

Analysis
After the inital consultation, Fidelitas analyses what we have learned from you in order to create a proposal. Sometimes we will suggest running some paid-for research if your circumstances are complex and unusual.

Research
This will be carried out for unusually complex matters or for projects that involve specialised knowledge.

Proposal
We will then draw up a proposal for your project. This will be based on an annual flat fee and potentially some additional consulting elements. Once submitted to you, there will usually be a phase of discussion, amendments and negotiations until everybody is happy.

Step 3:  Identification
Client submits identification documents
You will also need to send us identification documents. This is necessary for compliance with money laundering regulations.

Step 4: Execution of the work

Fidelitas will fill several documentation, sign with you a contract and start to work in your engagement.

Step 5: Ongoing Customer Care
Support
We provide unlimited support from our international offices. Just call or email whenever you have a question.

Bookkeeping (when appropiate)
Keep sending us copies of your paperwork and our bookkeepers will do the rest in our online system.

Accounting (when appropiate)
We prepare financial statements like ‘profit and loss’ and ‘balance sheet report’ on a regular basis.

Production of Financial Statements and Tax Returns (when appropiate)
At the end of your financial period our qualified accountants will prepare your year-end accounts and tax returns for submission to the authorities.