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 LTD 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 - 2504
old Capital Accumulation Program – $5.5M+
OVERVIEW – This insured, 20-week capital accumulation program is managed by trade professionals with a history of successful performance. The program does not require a project, but it is capable of leveraging a $5.5M entry amount into substantial net funding within approximately 5 months via the program's compounding feature. SRM Services is direct to the platform offering this program.
Entry Requirements
Historical Returns
Transaction Overview
The transaction will operate for 20 weeks, or approximately five months.
Security of Funds
Nevis Trust
After compliance approval, if agreed to by the Client, the Trust Lawyer opens a Nevis Trust to receive the trade returns. The Nevis trust is a new, specially made, offshore, tax-free trust. Beneficiaries can be the client alone, a client company, family members, a syndicate, or as directed by the Client at the time of formation.
Payment Schedule
Procedures
Fees
Note: This program may be changed or become filled and/or withdrawn from availability without prior notice. The information above is for informational purposes only. Important information that can only be provided by the program provider may not be included herein.
Request More Information
If you would like more information on this program, the required application procedures or have specific questions regarding any of the information above, please submit your request using this Contact Form link and we will respond to you promptly.
Entry Requirements
- The minimum entry level for this trade is 5,500,000 ($/€/£). Other currencies must be converted to $/€/£ prior to transfer to the program.
- The suggested maximum entry amount is 99,000,000 ($/€/£) as other programs may be more suitable for larger amounts.
- Cash only is accepted as a basis for trade.
- Individual or corporate entries accepted.
- The program can be entered again, during or after completion of the 20-week trade.
Historical Returns
- Gross returns are 30% per week, compounded weekly.
- An illustration of the expected performance is available upon written request.
Transaction Overview
The transaction will operate for 20 weeks, or approximately five months.
Security of Funds
- An Attorney's IOLTA Trust account in TD Bank NYC will be the recipient of the Client’s entry funds. Client funds are held in a segregated account for the duration of the program.
- The receiving IOLTA Trust account is independently insured by Travelers Insurance Co to pay out 100% of the amount placed into the account within 72 hours if there is a program default.
Nevis Trust
After compliance approval, if agreed to by the Client, the Trust Lawyer opens a Nevis Trust to receive the trade returns. The Nevis trust is a new, specially made, offshore, tax-free trust. Beneficiaries can be the client alone, a client company, family members, a syndicate, or as directed by the Client at the time of formation.
Payment Schedule
- A single deposit of Client profits will be made to the Client’s Trust Account at the end of the 20-week transaction.
- Clients can then transfer their Trust Account profits to any other Client account of choice.
Procedures
- SRM Services will supply the appropriate application package to the Client upon request.
- The Client prepares and submits the required documents to SRM Services
- SRM Services reviews the submission for completeness and compliance with. requirements and, if compliant, forwards the submission package to the Program Manager within one business day.
- The Program Manager, who is an officer of the platform, reviews the submission package and then forwards it for formal compliance review.
- Upon successful completion of the formal compliance review, which is expected to take 7-10 banking days (or possibly longer depending on workload) the Platform will contact the Client directly to discuss the program and answer initial questions.
- The platform provides the contract to the Client for review and answers any questions.
- The client signs the contract and returns it to the platform.
- Trading begins the first banking day of the following week.
Fees
- A fee of 1.5% of the first week’s gross return will be deducted to cover escrow fees and creation of the Client’s Nevis Trust.
- Platform fees of 20% (including consultant commission) are deducted from gross returns at the end of the transaction.
- The commission available to SRM Services and intermediaries between SRM Services and the Client is 3% of the Client’s gross returns, payable at the end of the transaction.
Note: This program may be changed or become filled and/or withdrawn from availability without prior notice. The information above is for informational purposes only. Important information that can only be provided by the program provider may not be included herein.
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 Contact Form link and we will respond to you promptly.
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