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Call us if you have non-cash assets such as:

Gemstones

Artwork

Strategic Metals

Bullion

Sovereign Notes

Mtn’s

BG’s

MT941

MT760

Other Financial Instruments
CrestWorld Image1Text Box: Private Placement Program


                 The firm, and its principals have had a vested interest in private placement vehicles for over a decade. As principals, the firm structures clients to participate in licensed, regulated, and documented trade platforms. The platform is domiciled in the United States of America. The company has continued to evolve and has eliminated the brokers or intermediaries that are trying to broker themselves into a principal position. The principals can provide 100% transparency with historical performance to substantiate a REAL PRIVATE TRADE PLATFORM.
 
                 As principals of the fund, the firm uniquely offers its qualified eligible clients direct admittance to a performing trade platform managed by a Licensed and Regulated Fund, which transparently documents triple digit historical annual returns, utilizing enhanced leverage and risk management strategies. The platform is provided margin, clearing, and execution services through Fidelity, JP Morgan Chase and Fortis Bank, who happen to be some of the top ranked firms in terms of total clearing and execution for the cash and derivative markets.

	By special treaty with our bank provider of MTN’s and BG’s we can offer cash entries of as low as $20Million USD for exclusive managed Buy/Sell Platform. Our Manager is registered and fully transparent. We are partnered with one of the best S.E.C. attorneys in North America. Under JV Agreement with our Trade Manager each client makes net of Ten Percent per transaction with multiple transactions per week. We sell to the secondary markets and have many institutional buyers waiting to take the “exit” buys from our transactions. Through the same source we can also provide MTN’s and BG’s to any buyer who qualifies and passes Homeland Security Compliance Screening.

All clients wishing to buy bank paper must come forward with their:
CIS
Proof of Funds for the first tranche
Color Passport Copy

	All qualified clients who pass Homeland Security Screening will receive direct contact from the bank or institution providing the paper in the form of a contract.

The Challenge with Private Placement Programs
Before a client is accepted into a private placement program they must submit a very specific set of application documents.  Oftentimes, these documents alone will determine whether or not they are accepted into a particular program. 

As a result, it is critical that the application and all supporting materials are completed in a manner that will withstand the arduous screening and due diligence process.  All too often a client's application is rejected simply because it was completed incorrectly, or did not meet the program's exacting submission standards. 

Compliance & Due Diligence Packaging Solution
In response, we have created our Compliance and Due Diligence Packaging Service (CDDPS).  The CDDPS conducts a detailed due diligence review of your application—in line with what Traders, Trade Attorney's, Compliance Officers and Investment Handlers would conduct—and helps you identify and remedy potential weakness in your package.  This will allow you to submit the best possible application the first time, increasing the likelihood of program acceptance. 

The Benefits of Our Service
By engaging our services you will:

Be walked through each step of the application process by a knowledgeable professional who has successfully completed numerous private placement transactions;

Present a professional application backed by every document needed to support your application and desired outcome, arranged in the manner that industry professionals expect to see;

Understand the typical application process, including: do's and dont's of dealing with the industry; things to watch for; what information is seen as red flags; and when to walk away.

Understand terms and definitions so that when you are taken to contract, you will be very clear about the terminology being used.
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