Getting Started
Are you ready to learn more about our funding programs?
If so, follow the step-by-step procedures below.
If so, follow the step-by-step procedures below.
Getting Started > as a Client
- Complete and submit our Request for Information form and download, sign and return our Business Relationship document.
- When we receive your Request for Information, we will contact you to discuss your transaction. Once you have decided on a particular program, we will send you the compliance package for that program and a Master Fee Protection Agreement (MFPA).
Getting Started > as an Intermediary
- Download, complete, sign and return our Intermediary Commitment and Business Relationship documents.
- After we acknowledge receipt of your Intermediary Inquiry, you can download, complete and sign a Client Introduction Form for each client you intend to introduce to SRM. For further information on Intermediaries see our Partners page.
Where do I send completed forms?
IMPORTANT NOTES:
- Conditional approval is dependent upon the trade client following established procedures and submitting the required compliance documents in a timely manner. Once funding program groups receive what they require, they move forward efficiently and quickly.
- No investment programs are 100% risk free. If they claim to be, they are not real. Make an informed decision.
- Once submission documents have passed compliance, the trade principal will deal directly with the trade client.
- The above procedures are an example of what to expect. The trade principals may elect to change these procedures at any time and/or to modify them as to timing, method, requirements, etc.
Disclaimer #5: In providing project finance related services, we are not in any way acting as legal, tax and or other professional advisers, or giving legal, tax or other professional advice. We strongly recommend that any party intending to participate in any kind of financial transaction obtain independent legal or tax advice, as appropriate from a certified public accountant (CPA), a certified financial planner (CFP), an attorney-at-law or other licensed professional as regulated by your state or country. See all Disclaimers.
Disclaimer #5: In providing project finance related services, we are not in any way acting as legal, tax and or other professional advisers, or giving legal, tax or other professional advice. We strongly recommend that any party intending to participate in any kind of financial transaction obtain independent legal or tax advice, as appropriate from a certified public accountant (CPA), a certified financial planner (CFP), an attorney-at-law or other licensed professional as regulated by your state or country. See all Disclaimers.
COPYRIGHT 2023. All rights reserved. SRM SERVICES LTD
Registered Business Address: 25 First Avenue SW, Suite A, Watertown, SD 57201
Mailing Address: 3210 Chestnut Glen Ln, Colorado Springs, CO 80918
Privacy Notice
Registered Business Address: 25 First Avenue SW, Suite A, Watertown, SD 57201
Mailing Address: 3210 Chestnut Glen Ln, Colorado Springs, CO 80918
Privacy Notice
135FkL799 1pFOLG1