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.
Cash Trade Programs Under $100,000,000
Overview
Applicants desiring cash programs with entry levels below $100,000,000 are facing a restricted availability of real programs. Changes imposed on transaction managers by financial authorities over the past few years have resulted in the availability of fewer programs and in reduced yields for programs operating at those levels.
Challenging Environment
Applicants can no longer count on successfully entering a transaction if they wait to submit their applications until after SRM Services announces a new program’s availability. The reason is that the available slots are generally filled by prior participants or potential Applicants who made preliminary submissions and were placed into a queue awaiting availability of a transaction. SRM’s experience has substantiated this situation. We have seen several instances in which one of our potential Applicants submitted an application within 48 hours of SRM Services learning of the program but was already too late to be considered.
Program Availability
Simple Strategy to Improve Chances for Success
Approach to Consider
Engagement Objective
A successful engagement establishes a relationship between the potential Applicant and the Transaction Team and Trader and moves the potential Applicant into the group that will receive advance access to further opportunities on a priority basis as and when they are available.
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. Consequently, the above information, 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 source, the program source 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.
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.
How To Make Your Request For Information
As described above, we have been introduced to a wide variety of programs and some of these programs may still be available to participants and assets that qualify. Each program has its own structure and requirements. If you have specific questions regarding any of these various program types, then upon your formal request, we will assist you in obtaining this information. Simply use our Request for Information form to submit your formal information request and we will respond to you promptly. Unless you have previously submitted your Request For Information, click here to do so now.
Applicants desiring cash programs with entry levels below $100,000,000 are facing a restricted availability of real programs. Changes imposed on transaction managers by financial authorities over the past few years have resulted in the availability of fewer programs and in reduced yields for programs operating at those levels.
Challenging Environment
Applicants can no longer count on successfully entering a transaction if they wait to submit their applications until after SRM Services announces a new program’s availability. The reason is that the available slots are generally filled by prior participants or potential Applicants who made preliminary submissions and were placed into a queue awaiting availability of a transaction. SRM’s experience has substantiated this situation. We have seen several instances in which one of our potential Applicants submitted an application within 48 hours of SRM Services learning of the program but was already too late to be considered.
Program Availability
- While cash programs with entry levels of $50,000,000 or more are usually available, the available offerings change on a regular basis. Lower entry level programs ($10,000,000, $5,000,000 and $1,000,000) surface and disappear quickly.
- There are some programs structured in such a way that they do not operate under a credit limit cap and may be available for longer periods of time. When that is the case, SRM Services will indicate such in the program description on the Private Programs page of our web site.
- A potential Applicant who is serious about entering a cash program with less than $100,000,000 should maintain unrestricted cash funds that are freely available on short notice.
Simple Strategy to Improve Chances for Success
- SRM Services will ask serious clients to submit a preliminary application consisting of a Client Information Sheet (CIS), Passport, and Proof of Funds.
- With our Applicant’s specific direction, we will pass initial application packages for sub-$50M programs to from 1 to 3 credibly-connected program sources who work with several different platforms that offer these type of programs on a regular basis.
- Those sources will perform initial due diligence and potential Applicants who pass those reviews are placed into a queue awaiting availability of a program that fits the potential Applicant’s available funds. No additional updates or information will be required until a transaction is made available.
- When a program does become available, the potential Applicant will be notified through SRM Services and given the full transaction details for the program. If that program is of interest, a full application package will be provided to the potential Applicant.
Approach to Consider
- There will usually be more applications than available slots, so the potential Applicant’s immediate and cooperative response is extremely important.
- The potential Applicant will have to act first and ask questions later as all full applications are dealt with on a “first come - first served” basis and there is usually a waiting list of pre-approved Applicants who were either previous transaction Participants or who demonstrated a cooperative capability to engage.
- No Applicant is ever required to accept any contract with which they do not feel comfortable, but Applicants who require all their questions to be answered before application will likely be unsuccessful in finding a program they can actually enter.
Engagement Objective
A successful engagement establishes a relationship between the potential Applicant and the Transaction Team and Trader and moves the potential Applicant into the group that will receive advance access to further opportunities on a priority basis as and when they are available.
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. Consequently, the above information, 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 source, the program source 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.
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.
How To Make Your Request For Information
As described above, we have been introduced to a wide variety of programs and some of these programs may still be available to participants and assets that qualify. Each program has its own structure and requirements. If you have specific questions regarding any of these various program types, then upon your formal request, we will assist you in obtaining this information. Simply use our Request for Information form to submit your formal information request and we will respond to you promptly. Unless you have previously submitted your Request For Information, click here to do so now.
CAPITAL ACCUMULATION & PROJECT FUNDING PROGRAMS
Small-Cap: Modest Returns Guaranteed NR Loan Program
Small-Cap: Aggressive Returns $1M to $3M Compounding Program
Mid-Cap: Aggressive Returns $50,000,000 Buy/Sell Programs Under $100,000,000
Large-Cap Exceptional Returns $100,000,000+ Buy/Sell $100,000,000+ Trade Programs
Other Programs: Hard Asset Trade Program LTN Primary Historical Asset Bitcoin Sale/Purchase
Small-Cap: Modest Returns Guaranteed NR Loan Program
Small-Cap: Aggressive Returns $1M to $3M Compounding Program
Mid-Cap: Aggressive Returns $50,000,000 Buy/Sell Programs Under $100,000,000
Large-Cap Exceptional Returns $100,000,000+ Buy/Sell $100,000,000+ Trade Programs
Other Programs: Hard Asset Trade Program LTN Primary Historical Asset Bitcoin Sale/Purchase