Overview & Application Documents for Program 1806:
Bank of America Small-Cap Program – 6M
Unusal Online Direct Access is Being Provided
To the Following Overview and Application Documents
Due to the Short Application Time Period Remaining Available.
OVERVIEW
Full SRM Program Overview
APPLICATION INSTRUCTIONS
Application & Onboarding Process
Application Instructions
REQUIRED APPLICATION DOCUMENTS
Short-Form CIS
Genealogy Document
Business Relationship Agreement
NOTICE – The Full SRM Program Overview represents SRM's best effort to accurately present program details received from a party it believes to be credible. Despite its attempts to verify all program details, SRM is unable to thoroughly confirm the accuracy of every statement in its Program Overview. Only parties who receive a program contract will be able to properly perform the due diligence and the verifications that should be done before entering a program. The information in SRM's Overview is presented solely to help the reader decide if they want to submit a program application in order to receive official program details from the Program Provider. Any decision to enter a program should be based solely upon information provided to you directly by a Program Provider and the conclusions you reach after completing your proper due diligence.
Note: This program may be changed or become filled and/or withdrawn from availability without prior notice.
Request More Information
If you would like more information on this program, the required application procedures or have specific questions regarding any of the information above, please submit your request using this Form and we will respond to you promptly.
Questions
SRM always attempts to obtain as much information as possible about programs before publication of program overviews. In a perfect world, the above information and that contained in our full, official overview document would answer all of SRM’s questions and all of the questions each potential Applicant might have. Unfortunately, this is rarely the case. IMPORTANT: This program summary, as well as that which is contained in our official program overview (available upon request), represents all the information that is available to potential Applicants prior to program application.
Applicant's Role
Each potential Applicant must decide for themselves if information received from SRM is sufficient to warrant program application. After application and compliance approval, the Applicant will have direct access to a Program Provider, with whom remaining questions and issues can be addressed. An Applicant’s decision regarding participation in a program must be based solely on the Applicant’s independent analysis of program descriptions and contracts provided to the Applicant by a Program Provider together with the advice and counsel that the Applicant receives from their professional tax and legal advisors, and SRM shall not be held liable for any losses that an Applicant might incur due to their decision to participate in a program.
SRM's Role
SRM’s role is to discover information about programs that appears to be credible and that may be of interest to our readers. SRM then makes a diligent effort to interpret, summarize, and publish that information for the benefit of parties who may wish to investigate a program further. If there are any inconsistencies between SRM overview verbiage and the program description and/or contract verbiage currently in use by the Program Provider, the Program Provider verbiage and interpretations will always prevail and SRM shall not be held liable in any way for its good-faith attempt to properly interpret and convey accurate program information. SRM never “recommends” a program and SRM cannot and does not provide counsel on whether an Applicant should participate in a program.