Service Plans for Every Business Stage
IMPACT SGR offers structured service tiers designed to match the specific financial needs of businesses at different stages of development and complexity. Whether you are a growing mid-market company seeking your first institutional financing or a sophisticated corporate treasury managing multiple asset classes, we have a plan calibrated to your requirements. Each tier provides access to our regulated platform, dedicated expertise, and transparent reporting. Pricing reflects the scope of services delivered and can be customised upon engagement.
Essentials
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Designed for established SMEs and professional clients seeking structured access to financing and foundational financial advisory without complex portfolio mandates.
- Financial intermediation for single transactions
- Business loan structuring & placement support
- Basic risk profile assessment
- Regulatory compliance checklist review
- Quarterly performance summary report
Professional
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Built for mid-market companies and institutional clients requiring ongoing advisory, multi-product financing solutions, and active portfolio oversight.
- Multi-transaction intermediation mandate
- Debt & equity financing structuring
- Dedicated relationship manager
- Active portfolio monitoring & rebalancing
- Monthly reporting with market commentary
Institutional
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A fully bespoke engagement for large corporates, family offices, and institutional investors requiring comprehensive financial management and strategic capital advisory.
- Full-scope asset & portfolio management mandate
- Custom financing structures & syndication support
- Priority access to senior advisory team
- Independent risk & compliance advisory
- Weekly reporting & executive briefings