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Reasons to Invest | Purchase Options | Investment Process | Request Offering Memorandum |
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Investing with Us The Investment Process All investors should consult with their professional tax and/or financial advisor before making an investment decision. If you feel the project suits your investment needs, complete and submit an Offering Memorandum Request form. Once we have received the request, we will make contact and send you an electronic copy of the Offering Memorandum and related subscription agreements. Make sure you understand the Offering Memorandum fully. To participate, complete the “Know Your Client” form included with the subscription agreements. An instruction sheet is provided to guide you through the process. Once all of the required forms are signed and initialed, send the completed package to us. Let us assist you with any forms or documents needed, especially regarding the use of registered funds. Reasons to Invest A short discussion of the features and benefits of investing with Clear Vistas including the tax advantages of the returns on this investment. Details. Tax Review for Investors Since the structure of the investment ensures tax advantaged returns, investors are encouraged to have us review their present tax situation to ensure that ownership of the bonds and shares takes full advantage of the possibilities of tax-free income, income splitting with family members and other positive tax outcomes. Administration Please note that all investor administration is provided on a confidential basis by the related firm Pacific Shores Financial Corporation. |
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