← Return Home Data Commitment

Shared Fiduciary Charter

Our Independence: We operate strictly as administrative advocates, never as investment managers. We do not sell financial products, we do not charge asset fees, and we never touch your money. All insurance and super fund payouts are sent directly to your personal bank or your solicitor's trust account.

1. The Separation of Advocacy from Asset Management

Pallium Private operates under a strict, unyielding ethical barrier. We recognize that families navigating terminal scenarios are structurally vulnerable to financial conflict. To ensure our protection remains absolute, Pallium Private never manages investments, never suggests market-linked portfolios, and never collects percentage-based asset management fees (AUM).

2. Zero-Handling Integrity

Neither Pallium Private nor Sapience Corp ever takes custody of client capital or payouts at any intersection of our service cycle. To secure complete transparency and eliminate any possibility of financial cross-selling or grooming, all successfully unlocked insurance payments and superannuation lump sums are routed directly and exclusively by the fund trustee into your personal private bank account or a monitored, independent Solicitors Trust Account. Our organizational performance is calculated purely by the tangible metric of Hours Recovered for your family sanctuary.