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How do I send an Investor E-Kit?

Send offering documents to a prospective investor directly from the Hub.

Authorized Hub users can send a prospective investor an Investor E-Kit. Each request generates a uniquely code-stamped Private Placement Memorandum (PPM), emailed to both you and the investor.

  1. Log in to the Financial Professional Resources Hub.
  2. Go to the fund page for the offering you want to send.
  3. Scroll to the Send Investor E-Kit button or section.
  4. Complete all required fields.
  5. Review the information for accuracy.
  6. Submit the form.

Information you'll need

  • About you: full name, CRD number, email, and state/region
  • About the investor: first name, last name, and email
  • About the offering: program name

What happens next

You and the investor will each receive an email with the PPM for the selected program. Each PPM is code-stamped to identify that specific E-Kit request.