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IONA JETS Business

Private Aviation Requests for Wealth Management Teams

Give wealth managers, private banks and investment offices a clearer way to prepare client flight requirements, organize internal review and assess proposals from independent participating vetted Broker Partners. The IONA JETS Business workspace supports professional collaboration around each request while the organization retains its own approvals and the selected Broker Partner manages the confirmed charter scope.

Request a flight

Prepare a decision-ready client flight request

A useful request gives a Broker Partner enough operational context to investigate realistic charter options without disclosing more client information than the task requires. Start with the route, dates, local time windows, passenger count, baggage, mobility needs and any service considerations. For multi-stop travel, show the sequence and identify which commitments are fixed. Distinguishing essential requirements from preferences allows alternatives to be assessed when airport access, aircraft availability or operating constraints affect the original plan, while the organization retains responsibility for lawful and authorized disclosure.

Define the journey: Record departure and arrival areas, acceptable airports, local timing, sectors, return requirements and any positioning sensitivity. For multi-stop travel, show the sequence and the time needed at each destination rather than treating every sector as interchangeable.
Describe the traveling party: Provide passenger numbers, baggage volume, mobility needs and relevant service requests. Share names, contact details or sensitive client information only when necessary, lawful and authorized under the organization's own procedures.
Separate needs from preferences: Identify non-negotiable timing or accessibility requirements, then list preferences such as cabin layout, catering or private terminal options. The proposed operator must confirm what can actually be provided for the selected aircraft and airports.

Keep aviation procurement within internal governance

The Business workspace can help a professional team organize a business charter request, but it does not determine who may approve travel, commit funds or disclose client information. The subscribing organization should assign the request owner, reviewers and authorized decision-maker under its existing delegation, procurement, compliance and information-handling rules. Where conflicts, sanctions, gifts, fiduciary duties, client consent or cost allocation are relevant, qualified internal or external specialists should address them separately. A private bank or investment office remains the client's adviser or administrator, not the flight provider or charter broker.

Assign accountable roles: Identify who prepares the request, validates the business purpose and passenger requirements, reviews the commercial proposal and accepts contractual terms. Keep those responsibilities aligned with the organization's current authorities rather than assuming a platform action creates approval.
Apply existing client controls: Use the organization's own rules for conflicts, expenditure, gifts and entertainment, sanctions, privacy, records and client consent where relevant. IONA JETS does not assess whether a request satisfies a financial institution's regulatory or fiduciary duties.
Limit submitted information: Use operationally necessary details and avoid portfolio data, account information, investment instructions, privileged communications or unrelated client records. Each organization remains responsible for lawful disclosure, access decisions and any additional safeguards it requires.

Compare proposals on operational and contractual evidence

Review each proposal as a complete mission-specific commercial and operational option. Compare the named Broker Partner, proposed operator, aircraft, itinerary assumptions, capacity, included services, exclusions, pricing basis and contractual counterparty, then record any questions within the request workflow. The selected Broker Partner completes the proposed operator assessment, while the wealth management organization retains its established client-authorization, procurement and approval process. Proposals built on different assumptions are not comparable: align itinerary and inclusions before assessing price.

Verify the proposed operation: Request the operator's identity, operating authority relevant to the flight, aircraft registration or confirmed type when available, insurance evidence and any material operating limitations. The Broker Partner should explain its mission-specific assessment before commitment.
Reconcile scope and price: Compare routing, airport assumptions, passenger and baggage limits, catering, ground arrangements, taxes, positioning, de-icing exposure, waiting time and other inclusions or exclusions. Confirm the currency, payment schedule and circumstances in which the price may change.
Read the contract before approval: Identify the contracting party, cancellation terms, substitution provisions, refund rules and responsibilities for third-party services. A workspace record or proposal summary does not replace the signed agreement or the organization's own legal and procurement review.

Plan discreet travel without promising absolute confidentiality

Wealth management travel may call for careful information handling, realistic contingencies and clear client communication. Discretion should be framed as a requirement to discuss with the Broker Partner, operator, airports and contracted providers, not as a guarantee created by the platform. Passenger documentation, manifests, security processes and lawful authority requests may require information to be shared. Ask which parties need each item, when it is required and how updates will be communicated. Build the travel plan around arrangements those responsible providers can expressly confirm for the actual journey.

Discuss information handling: Ask the Broker Partner which parties need passenger and itinerary data, when it is required and how operational updates will be communicated. Apply the organization's own privacy, banking confidentiality and records rules before submitting information.
Assess the airport experience: Confirm opening hours, screening, immigration and customs arrangements, vehicle access and available private terminal options directly through the proposed scope. Access, privacy and processing times depend on the airport and competent authorities.
Prepare for change: Agree who receives disruption notices, who can approve alternatives and how the client will be informed if weather, crew duty, permits, airport restrictions or aircraft availability affect the plan. No platform or provider can eliminate all operational change.

Frequently asked questions about private aviation for wealth management organizations

These answers explain how wealth management teams can use the Business workspace to prepare private aviation requests while preserving clear professional boundaries. They do not replace the organization's policies or the selected Broker Partner's proposal and contract. Operational feasibility, privacy arrangements, pricing and flight performance must be confirmed for each mission.

Does IONA JETS arrange or operate flights for wealth management clients?

No. IONA JETS provides a digital referral platform and Business workspace. It is not an air charter broker, carrier, aircraft operator, travel agency or travel management company. Eligible requests may be made available to independent participating vetted Broker Partners, which decide whether to respond. The selected Broker Partner sources and assesses the proposed operator, prepares its proposal, contracts and coordinates the confirmed scope. The operator retains sole operational control and responsibility for the flight.

What should a wealth manager include in a private aviation request?

Include the route, date and time windows, passenger count, baggage, mobility needs, required sectors and the distinction between fixed requirements and preferences. State relevant airport, cabin, catering and ground-service considerations without adding unrelated financial or client data. The organization should confirm that the requester is authorized and that any personal information is lawfully shared. The Broker Partner and proposed operator must confirm feasibility, documentation and final scope.

Does the Business workspace make a private bank compliant with financial regulation?

No. The workspace is an administrative and collaboration tool, not a compliance, suitability, fiduciary, audit or records-management system. It does not determine whether travel is permitted under MiFID II, FINMA rules or any other legal, regulatory or internal framework. The subscribing organization remains responsible for its client mandate, delegated authorities, conflicts, expenditure controls, privacy, approvals and records, and should obtain its own legal, compliance, tax and information-security review where required.

How should proposals be reviewed before a client flight is approved?

Review the identified Broker Partner and contracting party, proposed operator and aircraft, itinerary assumptions, passenger and baggage limits, included services, exclusions, price conditions, payment schedule, cancellation and substitution terms. Ask for mission-specific evidence supporting the Broker Partner's operator assessment and confirm any unresolved airport, permit or handling point. The organization's authorized decision-maker should complete the required internal review before accepting a proposal or contract.

IONA JETS is a Swiss digital referral platform and the provider of the IONA JETS Business workspace for professional users. It is not an air charter broker, air carrier, aircraft operator, travel agency, travel management company, freight forwarder, ground handler, customs broker, insurer or provider of any flight or related travel service described on this page. IONA JETS does not own, operate, charter or dispatch aircraft; issue flight quotations; select or certify operators for a mission; negotiate or conclude air transport contracts; or perform, control or supervise flights. The platform may make eligible requests available to independent participating Broker Partners. Broker Partners decide independently whether to respond and act under their own licenses, approvals, contracts, terms, procedures and insurance. IONA JETS verifies Broker Partners against platform participation criteria but neither performs nor supervises any mission-specific checks on an operator, aircraft, crew, handler or other provider. The selected Broker Partner is solely responsible for sourcing and assessing the proposed operator, preparing its proposal, contracting and coordinating the scope it confirms. The operator retains sole operational control and responsibility for the aircraft, crew, safety, routing and performance of the flight. Any proposal, operator, aircraft, availability, capacity, route, schedule, service, price, permit or other mission element is determined and confirmed only by the relevant Broker Partner and contracted providers and remains subject to operational, technical, regulatory, security, weather, airport and market constraints. Submitting a request does not guarantee a response, proposal, booking, aircraft, capacity, price, saving, departure, arrival or other outcome. Any flight or related service is contracted directly with the identified Broker Partner and/or third-party provider. IONA JETS is not a party to those contracts and assumes no broker, carrier, operator, agency, forwarding, handling, customs, insurance or delivery obligation. The Business workspace is an administrative and collaboration tool. It does not replace the subscriber's travel policy, delegated authorities, procurement, approval, accounting, audit, compliance, legal, tax, information-security or records-management processes. The subscribing organization and its administrators remain responsible for authorized membership, access decisions, internal approvals, the accuracy and lawful use of submitted information and review of all proposals and contracts. Workspace functions may vary by plan, account, configuration, jurisdiction and release. Only features available in the subscriber's account or expressly confirmed in current contractual documentation form part of the service. No continuous access, response time, workflow, permission model, integration, record completeness, retention period, export, technical architecture, data isolation or business outcome is promised by this page. The subscription is intended for eligible professional and business users. Eligibility, plan scope, any trial, fees, taxes, billing, payment processing, renewal, cancellation, access after cancellation and refund rules are governed by the current IONA JETS Business terms and the information presented at signup or checkout. Users must review those terms before subscribing and obtain their own tax advice where required. References to legislation, regulatory frameworks, fiduciary duties, audit practices, confidentiality standards or industry procedures are contextual only. They do not constitute legal, regulatory, compliance, audit, accounting, tax, procurement, cybersecurity or professional advice, certification or assurance. Each organization remains responsible for determining its requirements and obtaining appropriate professional review. Personal and business data is handled in accordance with the applicable privacy notice and contractual documentation. No website or online service can promise absolute security, confidentiality, availability or protection against every incident. This page is intended to help wealth managers, private banks, family offices and investment offices understand how they may structure professional private aviation requests. IONA JETS does not provide wealth management, investment, banking, fiduciary, legal, regulatory or compliance services and does not determine whether travel is suitable, authorized or consistent with a client mandate or any MiFID II, FINMA or other requirement. The subscribing organization must apply its own confidentiality, banking secrecy, client-consent, conflicts, expenditure, approval and records rules and must not submit account data, portfolio information, investment instructions, privileged material or other information that is unnecessary for the flight request. Use of the workspace does not make the organization a flight broker or aviation provider, and the organization must not present IONA JETS or a participating Broker Partner as acting within its regulated financial services. Any discretion, information handling, security, data-processing, airport access, branding or reporting requirement must be expressly assessed and confirmed by the relevant contracted parties. *Cashback is available only on eligible bookings and remains subject to the applicable Loyalty Program terms.