Prerequisite
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The investor should have a brokerage account with a Bank or Brokerage House ( Can settle to all brokerages and Bank Accounts with Brokerage Accounts )
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The investor's financial stability is of utmost importance. To be eligible, the investor must demonstrate a net worth of at least $1,000,000 ( USD ), which includes your primary residence. This is a crucial aspect of being a qualified, accredited investor and underscores your significance in this opportunity.
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The investor should be willing to complete KYC and share his passport or state-issued ID, including his DL and latest utility bill.
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The investor, if a Corporation, should be willing to share incorporation documents, including a UBO certificate issued by a law firm.
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The investor should be willing to introduce the VSJ Ventures LTD Settlement Team in Zurich to their Relationship Manager in Brokerage or Bank / Brokerage. This is essential for a successful transfer.
Above point no. 2,3,4 & 5 is not applicable if settlement is via Bank, Brokerage House, or Direct Purchase on Frankfurt Exchange.
Process
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The investor completes KYC and shares his passport and utility bill - if a Corporation shares incorporation documents, including a UBO certificate issued by a law firm.
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The investor completes the Investor Suitability Questionnaire.
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The investor signs the Term Sheet, Subscription Agreement ( all e-signs possible and acceptable ), and PPM.
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The investor can settle via DVP ( on Clearstream through his Brokerage House or Bank Brokerage Account ), wire funds to VSJ Ventures LTD ( Settlement Agent Account ) in Zurich, or instruct his Broker / Bank to purchase directly on the Frankfurt Exchange.
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On receipt of funds ( DFP ), VSJ Ventures LTD Settlement Team in Zurich will initiate the transfer of bonds to the client's brokerage account ( this process may take 2 to 5 business days, depending on his brokerage).
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Funds are released to the VSJ Ventures LTD account once the bonds are transferred to the client's account.
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VSJ Ventures LTD deploys the funds.
Above points, no. 1 & 2, are not applicable if settlement is via Bank or Brokerage House or Direct Purchase on the Frankfurt Exchange.
Exceptions
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No cheque payment or 3rd party payment is acceptable.
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No transaction is possible in any form of CRYPTO or Stable Coins.
Receivables
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The investor receives electronic credit of bonds in the bank or brokerage account.
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The investor receives a 10.25% coupon paid annually in his bank account.
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The investor receives a copy of all executed documents for his safekeeping. This rule does not apply if settlement is executed via bank, brokerage house, or direct purchase on the Frankfurt Exchange.
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The investor will not receive a physical copy of the certificate for CH ISIN bonds as they are issued and held electronically.
Documents to Sign ( all e-sign possible except KYC )
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Term Sheet.
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KYC.
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Investor Suitability Questionnaire.
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PPM.
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Subscription Agreement.
Above points, no. 2 & 3, are not applicable if settlement is via Bank or Brokerage House or Direct Purchase on the Frankfurt Exchange.