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IMPORTANT: The information provided below is not to be considered a solicitation of any kind nor is it an indication that this program is available at this time. The following information is provided solely to give our readers an illustration of the type of financial programs SRM Services Limited has investigated in the recent past and which we are prepared to discuss in greater detail with interested parties who establish a business relationship with us.

S A M P L E   P R O G R A M   I L L U S T R A T I O N  -  900
Mid-Cap Joint Venture Program – $20M and Up
OVERVIEW – This is a joint venture program that works with a well-regarded European Private Fund to allow mid-cap investors to obtain a significant return on funds retained in their personal accounts with no blocking of any type.

Entry Requirements
  • The minimum entry level for this trade is €20M or the USD equivalent. 
  • Entry levels as low as €10M may be possible after compliance review and discussions with the Joint Venture (JV) Partner.
  • Cash is the only asset accepted as a basis for this program.
  • Individual, corporate, or trust entities are accepted.

Historical Returns
The gross return to the JV is 125% of the client’s participation amount per transaction cycle. Total commissions will take 5% out of the gross return, leaving the JV with a 120% net return. The Client receives 50% of the JV net return, or 60% of the participation amount, per transaction cycle. The Client’s return is divided as follows:
  • 50% for payment to an account of the Client’s choice
  • 10% retained by the Fund in the Client’s name

Retention of Funds by the Fund 
  • The account set up in the Client’s sole name in the Fund pays a return of 25% per year and those returns can be withdrawn by the Client monthly, quarterly, semi-annually, or annually. 
  • Transaction allocations must be retained in the Investment Fund until the JV terminates further transactions.

Security of Client Funds
Client’s funds remain in the Client’s account with no blocking or restrictions of any kind. 

Additional Transactions
Additional transactions can be entered with earnings but will require a new contract.

Transaction Term
  • The contract between the JV and the Fund will specify the number of transactions to be executed and the term covers those transactions.
  • Each transaction can be accomplished in approximately five banking days.
  • Multiple cycles per 30-day period are possible.

Payment Schedule
  • Earnings from each transaction are deposited/wired to the Client’s account of choice after each transaction.
  • Clients can choose the payment schedule for earnings on the amounts retained in the Investment Fund as indicated above. 
  • Commissions are paid to consultants at the end of each transaction cycle. (Commissions are not earned on retained funds payments).
  • Accounts to receive payments can be set up for the Client and Consultants in the Fund’s bank, if desired.

​Note:  This program may be changed or become filled and withdrawn from availability without prior notice.
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If you would like to receive the full overview for this program, which includes submission requirements, please email us directly or click here to contact us.

SAMPLE WEALTH-BUILDING & PROJECT FUNDING PROGRAM ILLUSTRATIONS
$25,000+    $5,000,000+    $20,000,000+     Small & Mid Cap Prog Alert
$100,000,000+     LTN Purchase Program​​​     Historical Asset Opportunity     Bitcoin Purchase