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LONDON - NEW YORK - ATLANTA - SAN DIEGO - BAHAMAS
December 5, 2018

Institutions

If you are a broker-dealer or other type of financial institution and are interested in bulk transactions, wholesale pricing, white label relationships; please contact us.

We can facilitate a user portal for you to manage your client portfolios, get research and more – all from one interface.

For non-regulated Enterprise grade corporations we have a $10 Million minimum.

CONTACT US

 

NOTICE: THIS WEBSITE IS FOR ACCREDITED INVESTORS ONLY.  BEFORE VIEWING ITS CONTENTS YOU MUST SELF-CERTIFY YOURSELF AS AN ACCREDITED INVESTOR.

  • My annual income is greater than $200,000 [a natural person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year]
  • My net worth, excluding my primary residence, is greater than $1,000,000 [a natural person who has individual net worth, or joint net worth with the person’s spouse, that exceeds $1 million at the time of the purchase, or has assets under management of $1 million or above, excluding the value of the individual’s primary residence]
  • I/We are a financial institution such as a bank, insurance company, registered investment company, business development company, or small business investment company
  • I/We represent an employee benefit plan, within the meaning of the Employee Retirement Income Security Act, if a bank, insurance company, or registered investment adviser makes the investment decisions, or if the plan has total assets in excess of $5 million
  • I/We represent a charitable organization, corporation, or partnership with assets exceeding $5 million OR I am a director, executive officer, or general partner of the company selling the securities OR I/We represent a business in which all the equity owners are accredited investors
  • I/We represent a trust with assets in excess of $5 million, not formed to acquire the securities offered, whose purchases a sophisticated person makes.