Assessment

After careful review and screening, EB5 BRICS, LLC has chosen to associate with Sequence Financial Specialists, LLC (“Sequence”) through the association of certain individuals who are registered with Sequence. Sequence, is headquartered in Charleston, South Carolina and is a Boutique Investment Banking Firm and Managing Broker-Dealer (Member FINRA/SIPC) for Alternative Investments including EB5.

http://brokercheck.finra.org/ 

EB-5 advisory services for Indian Investors include:

(i) Conduct financial and risk analysis on the Client in order to determine Client specific suitability for the proposed EB-5 Investment;

(ii) Perform due diligence on the proposed investment which shall include both financial and regulatory analysis to determine that the proposed investment meets the Client’s risk and investment needs;

(iii) Negotiate and structure the terms and pricing of the purchase of the private placement securities behalf of the Client;

(iv) assist the Client in the non-legal aspects of final documentation and the purchase of the private placement securities; and

(v) advise the Client on any other matter related to their investment needs as reasonably requested and mutually agreed to; 

As to the services above provided by HB, the investor has no obligation to directly compensate or pay Sequence Financial Specialists as Sequence’s fees in exchange for providing Services on investors’ behalf shall be deducted from the administrative fee that the investor pays to the Regional Center.

EB-5 consulting services for Regional Centers include:

  • Drafting, review or preparation of project documents (Business Plans, Marketing Plans)
  • Financial Modeling /Analytics of prospective projects
  • Feasibility Studies

For more information on EB5 Visa, investing in the US, starting a new business or buying an existing business in the USA, please contact:

Vivek

Vivek Tandon

Managing Director

 

+1.843.853.8222

+1.310.617.9128  Cell

+1.424.226.2141 WhatsApp

vtandon@sequencefinancialspecialists.com

Member FINRA/SIPC

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