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Forms & Guides

All resources below are intended for wholesale investors and professional advisors. Access is limited to referred parties. Please speak with your advisor before completing any documentation.

Investor Documents

Application Form

Used for new wholesale investors referred via licensed advisors or accountants.

Wholesale Investor Certificate

To be completed and signed by your accountant as confirmation of wholesale status.

Fund Disclosure & Terms

Debenture Fund Information Memorandum

Detailed disclosure document outlining the fund’s strategy, risks, fees, and structure.

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Policies

Privacy Policy

Terms & Conditions