IMPORTANT: The information provided below is not to be considered a solicitation of any kind in any way. This information is not applicable or available to any party coming in contact with this information (whether inadvertently or intentionally) who is not a sophisticated or accredited investor. By continuing to read the information below, you affirm that you are a financially sophisticated or accredited investor. Further information regarding this historical asset opportunity will be provided only in direct response to a request for that information from yourself or through your duly appointed liaison/representative.
SALE OPPORTUNITY
Is this historical asset sale opportunity real and serious?
The attorney with whom we work directly is a principal in one of the largest, tier-1 trade groups in Europe. He is “real” and he does not spend time on matters that are not serious. We have received direct communication from this attorney that:
If you are in contact with owners of historical assets who want to sell these assets, then I hope you will let those owners know about this rare, asset sale opportunity.
If you own (or have access to) significant amounts of historical assets, we welcome the opportunity to assist you by presenting these assets directly to one of the largest trade groups functioning on behalf of the Buyers. SRM is spending the bulk of our time processing very LARGE asset portfolios.
Which assets will Buyers most highly prioritize?
Our information is that there is not a predetermined order in which assets will be purchased (at least not one that is published). All assets are currently being purchased and, for the sake acquisition efficiency, the emphasis is on closing the larger portfolios of approved assets. It is also our understanding that the type-of-asset selection decision may not be the same for each of the various purchasing foundations. We believe asset selection decisions will be highly fluid and influenced by which asset types are actually available in quantity in the various locations around the world where Buyer representatives are scheduled to go to do their respective TableTop Meeting (TTM) purchase closings.
Is this historical asset sale opportunity real and serious?
The attorney with whom we work directly is a principal in one of the largest, tier-1 trade groups in Europe. He is “real” and he does not spend time on matters that are not serious. We have received direct communication from this attorney that:
- Historical asset purchase activity began in the 4th quarter of 2020. Contracts have been, and are continuing to be, issued and closed.
- This sale and purchase opportunity was created intentionally by the worldwide financial “system.” The largest-economy governments, their respective central banks and the highest levels of world banking and financial regulation created this historical asset sale opportunity to pump stimulus money into economies around the world that have been ravaged by the Covid-19 pandemic.
- Massive, multiple trillion-dollar foundations are functioning on behalf of their various governments as the “Buyers” of eligible historical assets.
- On behalf of the foundation Buyers, tier-1 trade groups who receive financial backing from these large foundations in their normal business activities, are stepping forward to facilitate the in-take of historical asset portfolios.
- Recently, the purchasing foundations were focusing their attention on German bonds, but historical assets of many types have already been contracted and closed.
- To achieve the purpose for which the asset sale opportunity was created, Buyers are making attractive price offers in their purchase contracts.
If you are in contact with owners of historical assets who want to sell these assets, then I hope you will let those owners know about this rare, asset sale opportunity.
If you own (or have access to) significant amounts of historical assets, we welcome the opportunity to assist you by presenting these assets directly to one of the largest trade groups functioning on behalf of the Buyers. SRM is spending the bulk of our time processing very LARGE asset portfolios.
Which assets will Buyers most highly prioritize?
Our information is that there is not a predetermined order in which assets will be purchased (at least not one that is published). All assets are currently being purchased and, for the sake acquisition efficiency, the emphasis is on closing the larger portfolios of approved assets. It is also our understanding that the type-of-asset selection decision may not be the same for each of the various purchasing foundations. We believe asset selection decisions will be highly fluid and influenced by which asset types are actually available in quantity in the various locations around the world where Buyer representatives are scheduled to go to do their respective TableTop Meeting (TTM) purchase closings.
ASSET BUYER
Who is the private Buyer?
The Buyer will be one of several massive foundations who are being approved by their respective governments and by highest levels of world banking for a period of time to leverage historical assets. Major tier-1 trade groups are facilitating these asset sale transactions on the front end, but the private Buyers are actually the large foundations—and they are purchasing in cooperation with and on behalf of their respective governments.
Why are these foundations acquiring historical assets at this time?
It is our understanding that these large foundations have received special approval to leverage historical assets so they can continue and expand their normal and beneficial foundation activities and facilitate money flow into world economies during this time of economic disruption due to the Covid-19 pandemic.
Is this asset sale opportunity associated with the Redemption?
No, the historical asset purchase opportunity is not part of any redemption program. The sale/purchase transaction will be between two private parties.
Is there a minimum amount of assets that must be sold?
The Buyers are not requiring any particular "minimum" number of bonds--but some of the portfolios they have received number into the ten's and hundreds of thousands of bonds. Currently, they are contracting larger portfolios (because they are available) and the cost efficiency of buying larger portfolios is a business necessity when dealing with the huge volume in the limited time the Buyers will be sanctioned to make these purchases.
Will a smaller portfolio of historical assets be purchased?
Since there are several different foundation Buyers participating in this asset sale opportunity, it IS possible for a smaller package to be contracted if logistics happen to fall in someone's favor. When a smaller bond portfolio happens to be in the same location where a larger bond portfolio is being closed, and IF there can be some coordination with the other larger sellers, then it is possible that the smaller portfolio may be purchased as well.
What is SRM's role with and position to the Buyer?
SRM has a working relationship with this asset sale opportunity that is directly with an attorney/principal in one of the large European tier-1 trade groups that are facilitating the asset purchase activity for the Buyers—massive, government-approved foundations. SRM's role is to evaluate potential asset submissions from sellers, make sure those submissions comply with Buyer's requirements, and then to send them directly to the above-mentioned attorney/principal. Larger submissions of 2.000+ bonds or 2+ boxes should be sent directly here. Smaller packages should be sent here.
Who is the private Buyer?
The Buyer will be one of several massive foundations who are being approved by their respective governments and by highest levels of world banking for a period of time to leverage historical assets. Major tier-1 trade groups are facilitating these asset sale transactions on the front end, but the private Buyers are actually the large foundations—and they are purchasing in cooperation with and on behalf of their respective governments.
Why are these foundations acquiring historical assets at this time?
It is our understanding that these large foundations have received special approval to leverage historical assets so they can continue and expand their normal and beneficial foundation activities and facilitate money flow into world economies during this time of economic disruption due to the Covid-19 pandemic.
Is this asset sale opportunity associated with the Redemption?
No, the historical asset purchase opportunity is not part of any redemption program. The sale/purchase transaction will be between two private parties.
Is there a minimum amount of assets that must be sold?
The Buyers are not requiring any particular "minimum" number of bonds--but some of the portfolios they have received number into the ten's and hundreds of thousands of bonds. Currently, they are contracting larger portfolios (because they are available) and the cost efficiency of buying larger portfolios is a business necessity when dealing with the huge volume in the limited time the Buyers will be sanctioned to make these purchases.
Will a smaller portfolio of historical assets be purchased?
Since there are several different foundation Buyers participating in this asset sale opportunity, it IS possible for a smaller package to be contracted if logistics happen to fall in someone's favor. When a smaller bond portfolio happens to be in the same location where a larger bond portfolio is being closed, and IF there can be some coordination with the other larger sellers, then it is possible that the smaller portfolio may be purchased as well.
What is SRM's role with and position to the Buyer?
SRM has a working relationship with this asset sale opportunity that is directly with an attorney/principal in one of the large European tier-1 trade groups that are facilitating the asset purchase activity for the Buyers—massive, government-approved foundations. SRM's role is to evaluate potential asset submissions from sellers, make sure those submissions comply with Buyer's requirements, and then to send them directly to the above-mentioned attorney/principal. Larger submissions of 2.000+ bonds or 2+ boxes should be sent directly here. Smaller packages should be sent here.
PRICE
Is there a price list available for the various assets being purchased?
No. The foundation Buyers behind this historical bond asset sale opportunity have not released an official list of prices being offered for each of the various assets—nor is there any formula that we know of that can be used to estimate an approximate price.
Will a good price be offered to me?
The Buyers seem to be offering both reasonable and attractive prices. The only “unofficial” pricing information we have learned about is the approximate prices that were offered in contracts that have been recently issued (but which are in no way guaranteed to future sellers). By way of example: the previous approximate price on a lot of one hundred 1924 German bonds was $100M per bond. For seller submitting Super Petchili bonds, we have been told that the price will range from $30-50M per bond. Our understanding is that these are “net” payout amounts to the seller.
When and how will Buyers determine the price that will be offered?
The trade group attorney/principal working to facilitate asset purchases by the government-approved foundation Buyers told us:
Is there a price list available for the various assets being purchased?
No. The foundation Buyers behind this historical bond asset sale opportunity have not released an official list of prices being offered for each of the various assets—nor is there any formula that we know of that can be used to estimate an approximate price.
Will a good price be offered to me?
The Buyers seem to be offering both reasonable and attractive prices. The only “unofficial” pricing information we have learned about is the approximate prices that were offered in contracts that have been recently issued (but which are in no way guaranteed to future sellers). By way of example: the previous approximate price on a lot of one hundred 1924 German bonds was $100M per bond. For seller submitting Super Petchili bonds, we have been told that the price will range from $30-50M per bond. Our understanding is that these are “net” payout amounts to the seller.
When and how will Buyers determine the price that will be offered?
The trade group attorney/principal working to facilitate asset purchases by the government-approved foundation Buyers told us:
- After the Buyers receive a compliant KYC document, they first determine if the bond submission includes the type of bond on which they are currently targeting their purchase activity.
- If the package includes such a bond, then they prioritize that package based on the quantity of the bonds in the package—since, for time and effort efficiency, they are trying to close on the biggest packages first.
- When they decide to offer a contract on a package of bonds, then they consider several factors to determine the price they will offer (size of package, location of bonds, and if available in a box, whether the sealed box has been opened or not).
- All of the official offer prices and terms are presented in the purchase contract when it is issued.
TIMING & PAYMENT
How quickly will I receive a contract and be able to close?
There is no stipulated timing of contract and closing but the various purchasing foundations are moving quickly to close on as many assets as they can—sending their closing representatives wherever they have to go around the world to conduct the TTM meetings. Right now the foundation Buyers are focusing on purchasing 1924 German bonds. After that we have been told that they will move to Super Petchili bonds, but we have been given no guidance when that will begin. That said, the attorney told us that the seller of every large package of German bonds submitted during December received a contract—and that many of those transactions have already closed (including the one for 100 bonds).
Is the price paid “in full” at closing or by “structured payments” over time?
The price that Buyers pay is not structured. Sellers are paid the full price at closing.
Is any information available about the paying bank?
No, not at this time. Prior to a contract being issued, it is not even possible to know which of the several buying foundations will actually contract to make the purchase. That said, the transaction banks will be capable of billion-dollar transactions and approved by the purchasing foundations' respective governments and the highest levels of world banking.
How quickly will I receive a contract and be able to close?
There is no stipulated timing of contract and closing but the various purchasing foundations are moving quickly to close on as many assets as they can—sending their closing representatives wherever they have to go around the world to conduct the TTM meetings. Right now the foundation Buyers are focusing on purchasing 1924 German bonds. After that we have been told that they will move to Super Petchili bonds, but we have been given no guidance when that will begin. That said, the attorney told us that the seller of every large package of German bonds submitted during December received a contract—and that many of those transactions have already closed (including the one for 100 bonds).
Is the price paid “in full” at closing or by “structured payments” over time?
The price that Buyers pay is not structured. Sellers are paid the full price at closing.
Is any information available about the paying bank?
No, not at this time. Prior to a contract being issued, it is not even possible to know which of the several buying foundations will actually contract to make the purchase. That said, the transaction banks will be capable of billion-dollar transactions and approved by the purchasing foundations' respective governments and the highest levels of world banking.
COMMISSIONS
Are commissions available and who pays them?
The attorney/principal in the trade group who is facilitating asset purchases by the government-approved foundation Buyers has told us that the commission will be:
What is the commission percentage?
The total commission being paid by the Buyers is 10%. Rather than the normal division of the total commission into 50% for the buy-side parties and 50% to the sell-side parties, the entire 10% commission will be split equally between all buy-and sell-side parties. There are 5 parties on the buy-side. At the appropriate time, each intermediary will be asked to submit a designated CIS document that includes the paymaster to which their portion of the commission will be delivered by the Buyer's paymaster.
How will the genealogy process work?
We have been told that, when the attorney/principal has been notified that a contract is being issued to a seller, he will collect the necessary information on each involved intermediary for submission to the Buyers. In the meantime, SRM will make every effort to collect genealogy information from every party associated with the submission so it is ready to present at the time it is requested.
Are commissions available and who pays them?
The attorney/principal in the trade group who is facilitating asset purchases by the government-approved foundation Buyers has told us that the commission will be:
- Generous (especially considering the transaction size amount).
- Divided equally between all parties on the genealogy.
- Paid directly by the Buyer.
What is the commission percentage?
The total commission being paid by the Buyers is 10%. Rather than the normal division of the total commission into 50% for the buy-side parties and 50% to the sell-side parties, the entire 10% commission will be split equally between all buy-and sell-side parties. There are 5 parties on the buy-side. At the appropriate time, each intermediary will be asked to submit a designated CIS document that includes the paymaster to which their portion of the commission will be delivered by the Buyer's paymaster.
How will the genealogy process work?
We have been told that, when the attorney/principal has been notified that a contract is being issued to a seller, he will collect the necessary information on each involved intermediary for submission to the Buyers. In the meantime, SRM will make every effort to collect genealogy information from every party associated with the submission so it is ready to present at the time it is requested.
PROCEDURES
Is it possible for me to play a role in establishing transaction procedures?
Negotiation on the Buyers' established procedures is not allowed. The foundations purchasing the assets have a set procedure and transactional process they must follow. The volume of submissions and the pace of buying do not allow for negotiating changes requested by an individual seller. If a seller thinks it is absolutely necessary to try to negotiate a change in transaction procedures, the earliest in the process that this could happen would be AFTER the Buyer decides to issue a purchase contract to the seller and the Buyer and seller are in direct contact.
What if I do not like the Buyer’s procedures, offer price or contract terms?
If the Buyer's procedures, offer price or contract terms are not acceptable, then you can decide to not participate in this opportunity and to wait until you find another sale opportunity more acceptable to you. However, if you want to take advantage of the rare opportunity available at this time to sell to a credible Buyer who has been approved at the highest governmental levels and who has already begun paying reasonable and good prices for the assets, you will need to follow the Buyer’s procedures to first find out if they will issue you a contract. Whatever you decide, we wish you the best.
Is it possible for me to deviate in any way from the Buyers’ established purchase process?
Deviation is unacceptable. We have received many requests from potential sellers that they be exempted from the Buyer’s requirement to submit a Know Your Client (KYC) document and/or to proceed directly to closing at a TableTop Meeting (TTM) where they would meet with Buyers, negotiate, and provide documentation and bonds. The Buyers have never once deviated from their established procedures, even for a seller who had thousands of boxes of an eligible asset. In that case, I wrote to the attorney/principal of the tier-1 trade group facilitating these asset purchases to ask for an exception for seller of this large asset. Here is the response that I received back from the attorney.
Is it possible for me to play a role in establishing transaction procedures?
Negotiation on the Buyers' established procedures is not allowed. The foundations purchasing the assets have a set procedure and transactional process they must follow. The volume of submissions and the pace of buying do not allow for negotiating changes requested by an individual seller. If a seller thinks it is absolutely necessary to try to negotiate a change in transaction procedures, the earliest in the process that this could happen would be AFTER the Buyer decides to issue a purchase contract to the seller and the Buyer and seller are in direct contact.
What if I do not like the Buyer’s procedures, offer price or contract terms?
If the Buyer's procedures, offer price or contract terms are not acceptable, then you can decide to not participate in this opportunity and to wait until you find another sale opportunity more acceptable to you. However, if you want to take advantage of the rare opportunity available at this time to sell to a credible Buyer who has been approved at the highest governmental levels and who has already begun paying reasonable and good prices for the assets, you will need to follow the Buyer’s procedures to first find out if they will issue you a contract. Whatever you decide, we wish you the best.
Is it possible for me to deviate in any way from the Buyers’ established purchase process?
Deviation is unacceptable. We have received many requests from potential sellers that they be exempted from the Buyer’s requirement to submit a Know Your Client (KYC) document and/or to proceed directly to closing at a TableTop Meeting (TTM) where they would meet with Buyers, negotiate, and provide documentation and bonds. The Buyers have never once deviated from their established procedures, even for a seller who had thousands of boxes of an eligible asset. In that case, I wrote to the attorney/principal of the tier-1 trade group facilitating these asset purchases to ask for an exception for seller of this large asset. Here is the response that I received back from the attorney.
"The KYC instructions must be followed to a “T.” SKR is not always needed if Seller has other forms of identification that can be verified. BUT Buyers will not issue any offers to anyone until they are given serial numbers to verify, POL, letters of attestation or other forms of proof of assets that are described in the KYC docs you were sent...so there would be no tabletop close, until these verifications occur FIRST...Buyers are NOT wasting time on potential frauds verifying anything after travelling to tabletop closes....closes happen only AFTER verifications. This is common sense.
To be clear...Buyers are not sitting down at any tables to have ‘discussions’ with any Seller about anything....Buyers won’t do anything at all until serial numbers or other identifying documents or information is provided that they can verify as authentic.... Other HUGE Sellers with valuable assets have presented KYC’s....so Buyers will not waste time with anyone who will not follow the rules laid out. Just assume in every case...that there are no ‘exceptions’ to anything....the rules are there for legal reasons...not just for fun."
In summary, the procedures Buyers have established are:
- Seller offers assets for sale using the Buyer-specified KYC document.
- Buyer does due diligence on the seller and validate serial numbers of the assets.
- Buyer attorneys issue a contract specifying price and terms for the transaction. Seller signs the contract,
- Buyers schedule a TTM, set aside and move purchase funds where they need to be to complete the TTM purchase.
THE REQUIRED KYC DOCUMENT
Can I go direct to a TableTop Meeting (TTM) and skip the KYC?
No. See the complete answer in the previous section.
Can I use my own KYC?
Unfortunately, “No.” The only KYC that will be accepted is the KYC draft the Buyers have specifically designated for submissions for this asset sale opportunity. If you are reluctant to complete another KYC due to the "false promises" or "fake programs" that keep showing up on the internet, I urge you to reconsider the answer to the first question on this FAQ page. To receive the most current version of the only approved KYC for this historical asset purchase opportunity, send us an email.
Do I have to include serial numbers in my submission package?
Yes. Serial numbers of assets may be included in the KYC if seller prefers, but Buyers have specified that those serial numbers must be included in a separate Excel Workbook file (.xlxs or .xls file format) that accompanies the KYC. (Excel PDF files are not acceptable.)
Why is the KYC with attached serial numbers for the assets so critical?
The KYC gives the Buyers the information they need to approve the seller. The serial numbers enable the Buyers to do some pre-approval of assets, to have their attorneys draft the purchase contract (for the assets specified by the serial numbers), and to set aside the appropriate amount of funds for the closing event when a contract is signed.
What if I don't want to include serial numbers for all of my assets on my first KYC?
You only need to list serial numbers for the actual assets you want to sell at the TTM. You should list a sufficient number of serial numbers to demonstrate to the Buyers that your portfolio is large enough to entice them to issue you a contract and to schedule a TTM trip to where your bonds are located. You will not be allowed to sell more bonds at the TTM than the ones you specified by serial number in your KYC. After the TTM, you may be allowed to submit another KYC for additional bonds (of the same or different type) but, if this is allowed, then the Buyers will have to go home and do their pre-evaluation work again, have their attorneys issue another contract, set aside new funds for a 2nd closing and re-schedule another TTM for you. Keep in mind that the Buyers are focused on buying as much as they can in the most cost-efficient manner. Your primary focus should be on actually getting an opportunity to have a TTM—and that is influenced greatly by the size of your initial submission.
Can I start with a small "test" submission to build my confidence in the Buyer?
While theoretically possible, a selling strategy of starting with a small “test” transaction (even though the seller owns a much larger quantity of a bond), is at best impractical and will most likely result in the bond owner losing the opportunity to sell any of his bonds. Why? Because this approach does not accommodate the Buyers’ objectives and procedures, which are to:
Can I go direct to a TableTop Meeting (TTM) and skip the KYC?
No. See the complete answer in the previous section.
Can I use my own KYC?
Unfortunately, “No.” The only KYC that will be accepted is the KYC draft the Buyers have specifically designated for submissions for this asset sale opportunity. If you are reluctant to complete another KYC due to the "false promises" or "fake programs" that keep showing up on the internet, I urge you to reconsider the answer to the first question on this FAQ page. To receive the most current version of the only approved KYC for this historical asset purchase opportunity, send us an email.
Do I have to include serial numbers in my submission package?
Yes. Serial numbers of assets may be included in the KYC if seller prefers, but Buyers have specified that those serial numbers must be included in a separate Excel Workbook file (.xlxs or .xls file format) that accompanies the KYC. (Excel PDF files are not acceptable.)
Why is the KYC with attached serial numbers for the assets so critical?
The KYC gives the Buyers the information they need to approve the seller. The serial numbers enable the Buyers to do some pre-approval of assets, to have their attorneys draft the purchase contract (for the assets specified by the serial numbers), and to set aside the appropriate amount of funds for the closing event when a contract is signed.
What if I don't want to include serial numbers for all of my assets on my first KYC?
You only need to list serial numbers for the actual assets you want to sell at the TTM. You should list a sufficient number of serial numbers to demonstrate to the Buyers that your portfolio is large enough to entice them to issue you a contract and to schedule a TTM trip to where your bonds are located. You will not be allowed to sell more bonds at the TTM than the ones you specified by serial number in your KYC. After the TTM, you may be allowed to submit another KYC for additional bonds (of the same or different type) but, if this is allowed, then the Buyers will have to go home and do their pre-evaluation work again, have their attorneys issue another contract, set aside new funds for a 2nd closing and re-schedule another TTM for you. Keep in mind that the Buyers are focused on buying as much as they can in the most cost-efficient manner. Your primary focus should be on actually getting an opportunity to have a TTM—and that is influenced greatly by the size of your initial submission.
Can I start with a small "test" submission to build my confidence in the Buyer?
While theoretically possible, a selling strategy of starting with a small “test” transaction (even though the seller owns a much larger quantity of a bond), is at best impractical and will most likely result in the bond owner losing the opportunity to sell any of his bonds. Why? Because this approach does not accommodate the Buyers’ objectives and procedures, which are to:
- Purchase as many bonds as possible in the most time and cost-efficient manner.
- Perform advance bond validation and legal contract work only on the bonds actually submitted.
- Determine which packages go to contract based on the number of bonds to be closed at TTM.
- Avoid doing multiple bond validations, contract legal work and TTM trips to purchase from a seller.
DOCUMENT REQUEST
Contact us directly for full list of assets being purchased and for KYC document the Buyers require.
Contact us directly for full list of assets being purchased and for KYC document the Buyers require.
- If your historical asset portfolio contains 2,000+ bonds or 2+ boxes, request the list and KYC by clicking here.
- If you have a smaller historical asset portfolio, request this important information here.
Note: Prior to contract execution the above overview details may be modified at any time, plus this purchase opportunity may terminate and be withdrawn from availability without any advance notice.
Request More Information
The above program was available recently. We are continually introduced to a wide variety of programs and the program mentioned above may no longer be available as specified above. Each program has its own structure and requirements. If you have specific questions, then upon your formal request, we will assist you in obtaining this information. Unless you have previously submitted it, use our Request for Information form to submit your formal information request now and we will respond to you promptly.
Request More Information
The above program was available recently. We are continually introduced to a wide variety of programs and the program mentioned above may no longer be available as specified above. Each program has its own structure and requirements. If you have specific questions, then upon your formal request, we will assist you in obtaining this information. Unless you have previously submitted it, use our Request for Information form to submit your formal information request now and we will respond to you promptly.
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