1 Week Updates & Consulting

400.00

1 week of unlimited consulting, updates to document and/or monitoring of a portfolio investment.

Service Period: 1 week from the Day of Purchase.

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2 in stock

Description

1 week of unlimited consulting and/or updates to 1 (or maximum 2) documents delivered by Valithea in the previous 12 months.

*Also suitable for any extended consulting and due diligence support, not including the preparation of new documents.

*Also suitable for general consulting, review of investment documents, review and analysis of financial position (via calls, editing of documents and written statements are not included)

If your document was last updated by us longer than 12 months ago AND your strategy has significantly changed or if you have recently surpassed three years since incorporation, you will need to purchase a new document.
If your document was last updated by us longer than 12 months ago, you may only include 1 document per update. In this case, a financial plan, a valuation, a valuation report all count as separate documents.

Service Period: 1 week from the Day of Purchase. (cannot be postponed, paused or extended)

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