YOU MUST BE EITHER THE PRINCIPAL, OR NEXT TO THE PRINCIPAL THAT YOU ARE BRINGING FORWARD.
CIS, COLOR PASSPORT of the principal, and RECENT ACCOUNT STATEMENT VERIFY POF NO OLDER THAN 5 DAYS
JV for $100M for $1M
50/50 split of yield
You select the platform (we have 2 that have been approved) or, bring your own for compliance.
Fully transparent. Client is involved in the entire transaction.
Client can talk to principles with just POF and no obligation. Ask all the questions you want.
Funds do have to move so if your clients are looking for blocked funds this is not for them.
Feel free to contact me if you have any questions and I can answer most or get answers at
markabel720@gmail.com