Doctrine · Discretion
Discretion and secure payments.
How private clients can judge whether a concierge or introductions service keeps their identity confidential and their money safe — and how Quantus Pulse answers both questions.
The two questions to ask any service
- Who sees my name? Ask exactly when, and to whom, your identity is revealed — and whether you must agree first.
- Who holds my money? Ask whether the service ever receives, holds or forwards your funds. Every extra hand money passes through is extra risk.
How Quantus Pulse handles discretion
Your identity is not shared with any counterparty until both sides agree to an introduction. A person reviews every introduction before it is sent, and it goes to one verified contact only.
Documents are exchanged in a private deal room through short-lived, logged links, and every decision is recorded in an audit trail.
How Quantus Pulse handles payments
Quantus Pulse never takes deposits, never holds client funds and never settles transactions. When you buy an asset, you pay the seller or your own lawyers directly, through the channels your advisers approve.
Legal fees are paid straight to an approved law firm. Quantus Pulse records only the status, so there is no account of yours for anyone to compromise.
Warning signs elsewhere
- Requests to pay a "holding" or "reservation" deposit to the intermediary.
- Pressure to share identity documents before any introduction is agreed.
- Bank details that change by email, or that do not match the named counterparty.
This is general guidance, not legal or financial advice. Always confirm payment instructions with your own advisers.
Next step
Quantus Pulse provides intelligence and introductions. It does not provide investment, legal or tax advice, manage assets, hold client money, arrange or execute transactions, or act as a broker. Quantus is not authorised by the Financial Conduct Authority.