Corporate debt and convertible note assets require a pre-custody review that includes a Representation Letter completed and signed by the investment issuer (i.e., investment sponsor, general partner, managing member, officer, or trustee) of the named investment.
Fill out the form below, STRATA will send the Representation Letter to the investment issuer and confirm submission with you.
Service: 866-928-9394
Fax: 512-495-9554
Precious Metals: 866-320-9082
© 2024 STRATA Trust Company. All Rights Reserved.
STRATA Trust Company (“STRATA”) performs the duties of a directed (passive) custodian, and as such does not provide due diligence to third parties regarding prospective investments, platforms, sponsors, dealers or service providers. As a custodian, STRATA does not sponsor, endorse or sell any investment and is not affiliated with any investment sponsor, issuer or dealer. STRATA does not provide investment, legal or tax advice. Individuals should consult with their investment, legal or tax professionals for such services.
Investment Products: Not FDIC-Insured | No Bank Guarantee | May Lose Value
