Free template
Partner brief
One page, filled before the first email. A brief that answers these fields gets routed on the first reading instead of the third.
- Price
- Free
- Format
- On this page, 4 sheets, always the current version
- Built by
- The desk of the Adnan Feroz Group
- Next step
- Talk to the group
Who gets the most from it
- Companies proposing a partnership to the group
- Advisers introducing a client
- Principals bringing a mandate or a market
- Anyone writing to a holding company for the first time
4 sheets, one template
- Brief: the fourteen fields with a note on what good looks like for each
- Companies: the group companies by sector, so the brief names the right one
- Documents: the papers to have ready before the engagement letter
- Timeline: what follows the first message, in order
Open the partner brief
Tell us who you are and the full template opens on this page, straight away and every time you come back. Free. We also send the new tools as they come out.
- Brief: the fourteen fields with a note on what good looks like for each
- Companies: the group companies by sector, so the brief names the right one
- Documents: the papers to have ready before the engagement letter
- Timeline: what follows the first message, in order
The template, on the page
View it here, fill it in your own sheet. The template stays on this page so it is always the current version.
Leave your email to open the full template
Free. The view opens straight away and stays open on this device.
Open the templatePartner brief
The one page the desk reads first. Fill the right column.
Shaded cells are yours to fill in. Wealthful Mind Group Inc., the parent of the Adnan Feroz Group. General practice, not legal advice.
| Field | What goes here | What good looks like | Your answer |
|---|---|---|---|
| Company | Legal name, registration number, country | The entity that will sign, not a trading name | |
| Principal | Name, title, authority to sign | The person who can commit the entity | |
| Contact | Email, phone, city, time zone | Reachable in Dubai or Toronto working hours | |
| What you bring | One line: an asset, a mandate, a market, a product, capital, a story | No deck. The deck comes after routing | |
| Which company it concerns | Name one, or write "more than one" | The router on wealthfulmind.ca gives the answer in four questions | |
| Where | City and country of the asset, market or operation | Decides which entity signs | |
| Sector | Real estate, capital, healthcare, trade, media, services, education | Decides the licence that applies | |
| What you want at the end | The document: distribution agreement, mandate, JV, introduction, engagement | Named, so the engagement letter can describe it | |
| Exclusivity you can give | Exclusive, sole, open, city-exclusive, or none | For a mandate or a market | |
| Term | How long the matter runs | Start and end | |
| Fee basis you expect | Success fee, retainer, both, or to be agreed | Agreed in the engagement letter, not by email | |
| Documents you hold | Entity papers, mandate letter, title, licences, financials | Ready before the engagement letter | |
| Timing | When it has to happen and why | A real date or "no deadline" | |
| Who introduced you | Name, if anyone | Protected by the NCNDA |
The companies, by sector
So the brief names the right one. Entities and licences as stated on wealthfulmind.ca.
Shaded cells are yours to fill in. Wealthful Mind Group Inc., the parent of the Adnan Feroz Group. General practice, not legal advice.
| Sector | Company | Entity and licence | What it does |
|---|---|---|---|
| Advisory and capital | Pinnacle Wealth Advisory | Pinnacle Wealth Advisory FZCO, IFZA, Dubai | Capital advisory, investor introductions, structuring |
| Advisory and capital | Network King | Wealthful Mind Group Inc. | Introductions to networks, delegations, private access |
| Advisory and capital | Adnan Feroz, the desk | Wealthful Mind Group Inc. | Advisory, boards, principals |
| Real estate and development | Adnan Feroz Properties | Adnan Feroz Properties L.L.C., Dubai DED 1205424, RERA | Dubai developer mandates, listings, investor allocations |
| Real estate and development | Acquisition Design Build | Ontario | Investment project management, design and build |
| Healthcare, trade and energy | Global Healthcare Group | DIFC holding group in formation | Hospitals and healthcare technology |
| Healthcare, trade and energy | WeOpen.ca | Initiative led by Adnan Feroz | Canada market entry: exporters out, capital in |
| Healthcare, trade and energy | AERC | Consortium | Waste to energy; seeking a funding and operating partner |
| Media, film and commerce | Waa'iz Up | Waa'iz Up Inc., Ontario | Video, studio, campaigns |
| Media, film and commerce | Noise Cutter | Ontario | AI business tools and stacks by industry |
| Services and education | The Accounting Doc | The Accounting Doc Inc., Ontario | Canadian accounting, tax, company set up |
| Services and education | Global Minds | Partner showcase | University admissions abroad |
Documents to have ready
Before the engagement letter is sent.
Shaded cells are yours to fill in. Wealthful Mind Group Inc., the parent of the Adnan Feroz Group. General practice, not legal advice.
| Document | Needed for | Ready |
|---|---|---|
| Certificate of incorporation or trade licence | Engagement letter | |
| Register of directors and authorised signatory | Engagement letter | |
| Passport copy of the signatory | Engagement letter and NCNDA | |
| Proof of address of the entity | Engagement letter | |
| Mandate letter from the principal, if you act for one | Routing | |
| Title, licence or ownership proof for an asset | Routing | |
| Latest financial statements, for a raise | Memorandum | |
| Existing NCNDA or NDA you are bound by | NCNDA |
What follows the first message
In order. Dates are yours to add.
Shaded cells are yours to fill in. Wealthful Mind Group Inc., the parent of the Adnan Feroz Group. General practice, not legal advice.
| Step | Who | Output | Date |
|---|---|---|---|
| Your message lands | The desk | Within one working day: reply with routing and questions | |
| Call with the company that will hold it | The company | Scope and the end document confirmed | |
| Engagement letter and NCNDA drafted | The company | Sent for your review | |
| Your lawyer reviews both | You | The step that should take time | |
| Signature | Both | Both documents signed | |
| First introduction or first piece of work | The company | Through its own entity |
Partner brief: your questions
Is the brief really free?
Yes. Leave your email and the full template opens on the page straight away, and stays open on this device. No card, no trial.
What do I need to open it?
Nothing to install. The template opens on this page as sheets you can read, and you copy the structure into your own document or spreadsheet. It is always the current version.
Will you email me afterwards?
A short series of practical emails on working with a group: how routing works, what an engagement letter covers, how memoranda are shared. Unsubscribe in one click.
Can the desk do it with me?
Send the completed brief through the form on the home page; the desk routes it within one working day.
Talk to the group
Partners, investors, press and talent. Say what you bring and which part of the group it concerns; the desk replies within one working day and routes it to the company that will contract it.
Nothing in chat is investment, legal or tax advice. The group never takes custody of funds; lawyers, bankers and escrow agents execute.
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