Wealth Professionals
Understand the strategy before introducing the opportunity.
Information for advisers and other wealth professionals exploring Compound Capital’s proposed approach and its relevance to eligible clients.
Investor demonstration available. Live investment acceptance is not open. Capital is at risk.
Know the investment approach
Review the proposed strategy, its risk factors and the responsibilities behind the operating model.
Understand client access
Client eligibility depends on jurisdiction, investor classification, due diligence and approval. A professional introduction does not replace these requirements.
Use appropriate materials
Only current materials approved for the intended audience and jurisdiction should support an investment discussion.
Discuss the relationship
Explore the proposed scope of a professional relationship, subject to the necessary review and agreements.
OTHER PERSPECTIVES
Find the information you need.
Private Investors
Understand eligibility, proposed investment terms and the private investor experience.
02Institutional Investors
Review the proposed mandate, operating responsibilities and diligence framework.
03Wealth Professionals
Explore information relevant to advising clients and discussing a professional relationship.