Method to develop new high net worth prospects and clients, and to maintain and manage clients and their business derived from the global equestrian community in a cost efficient and competitively enhanced manner for the financial institution

摘要

A method to identify and to access in a meaningful manner qualified prospects-clients derived from the Global Equestrian Community for global financial institutions offering private banking-wealth management services and other financial advisory services in a manner that reduces or minimizes the cost and inefficiency of new prospect-client development in an effective manner by creating a participating peer status and/or insider status for the global financial institution via a participating intermediary in the Global Equestrian Community which is premised on polo team sponsorship and/or the sponsorship of high level equestrian participants in select global events/venues and to reduce the cost and efficiency of new prospect-client development and management of their business in a tripartite effective manner oriented to the Global Equestrian Community.