Exempt Market Products
have distinct advantages for investors.
Our Evaluation Team
Our evaluation team seeks out private placements, joint venture opportunities and syndications of value. Once all the information is sourced, organized, double-checked and provided, then it is finally evaluated by our credit decision review panel. Then, and only then, do we consider offering the product to investors through our syndication system.
Listed below are forms from Capital Street Group that identify information that we may need and that guides our relationship with you.
- Know Your Client Forms (separate forms are provided for):
- Our relationship disclosure document
- This form are used when compensation is paid for a referral to us.
- This dictates how we deal with your information
- Complaint form
- We strive to meet the needs of our clients. If our representative has done something that you find of issue, this form is used to communicate directly with Capital Street Group.