The service description for brokers includes the following, but not limited to:
As a broker, your responsibilities toward an interested client in our financial services should align with the following terms of engagement, which involves:
The service description for brokers includes the following, but not limited to:
- Facilitating Private Placement Programs (PPP).
- Leasing and monetizing financial instruments (SBLC/BG) through the Non-Recourse Funding Program.
- Proving both leased and purchased financial instruments (SBL/BG).
As a broker, your responsibilities toward an interested client in our financial services should align with the following terms of engagement, which involves:
- The review and execution of a mutual Non-Disclosure Agreement (NDA) and Non-Circumvent Agreement (NCA) to establish non-circumvent between us and maintain confidentiality throughout the process.
- The review and execution of a marketing fee agreement to guarantee that the broker fees and commissions are fully paid, protected, and guaranteed; and paid by a paymaster upon the closing of the transaction.
- Permission with the bank’s representative to invite client to participate in a call with the broker to provide answers to questions you or the client may have.
- Providing the clients with the necessary paperwork and documentation required to kick-start the program based on the requirements. The broker must also follow up with the client to ensure that the complete paperwork and documentation are provided.
- Participation in follow up calls between the client and the bank representative.