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Earning Your Trust

At the St James Group, our mission is simple, Create Value, Preserve Wealth. To achieve this, we work to fully understand our clients’ unique financial needs and objectives. We recognize that this understanding can only occur if, pervading in every communication, instruction and decision, is the single intangible element that is the foundation of any successful relationship – Trust.

 

We pledge that we will thrive to maintain this trusting relationship with you.

 

Our success is your success, plain and simple. Your needs and objectives are the starting point for customized solutions in a highly complex and regulated financial products and services world. Trust the companies of The St. James Group as your one-stop destination for financial solutions that meet your multiple, complex financial challenges.

 

Expertise and devotion to your individual financial needs breed trust. Count on The St. James Group earning your trust every day of our relationship.
Important disclaimer for USA purchasers of St. James Assignment Attorney Fee Annuities

All companies in the St. James Group are formed and regulated outside the USA and only do business with USA persons on a regulation-exempted basis. This means that any purchaser of a St. James Annuity who is a USA person must be exempt from U.S. Securities and Exchange Commission (SEC) regulation by virtue of either Regulation D, which applies to persons who are “Sophisticated Investors” (and given the intended size of the St. James product it is anticipated that all purchasers will qualify for this exemption), or the Regulation S exemption, which applies when the transaction occurs entirely outside of the United States. In some cases both exemptions will apply.

 

As part of its due diligence process, St. James will require that all applicants for a St James Annuity complete the proper documentation confirming that they are covered by one or both of the Regulation “D” or “S”  exemptions as described above.