An adviser may handle identity documents, financial information, application strategy, and authority communications. Professional presentation alone is not proof of competence.
Questions to ask
- Which legal entity contracts with me?
- Who provides legal, tax, and investment advice?
- What is included and excluded from the fee?
- How are funds and documents protected?
- What happens if the application is delayed or refused?
Be cautious of guaranteed approval, pressure to transfer funds, unclear fees, or advice to omit adverse information. A responsible adviser explains uncertainty and encourages independent professional advice.
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