Covenant Financial is an Associate Member of a non-profit consortium of independent private investment bankers and related banking and financial services institutions. Its members include banking compliance officers, loan officers, risk management experts, bank executives, and private institutions. The consortium develops model financial products and services, which it syndicates and licenses to various member institutions.

The consortium collectively serves as a “think tank” non-governmental organization (NGO), developing intellectual property to raise standards in the banking industry. It’s role is similar to the International Chamber of Commerce (ICC), which publishes standardized rules and procedure documents, model contracts, forms and guidance manuals, that are voluntarily adopted by independent third parties, except that the consortium’s materials are proprietary and licensed for private use by members only.

(Members of the consortium are separate and independent, are not permitted to participate in the management of the consortium, and the consortium does not participate in the management of any members or member institutions.)

As an Associate Member, Covenant Financial has the capability to provide expert strategic guidance for deals and transactions of our clients, and to facilitate access to institutional members who directly provide the services in accordance with the consortium programs and Code of Conduct Rules. If support services from an institution backed by its compliance department are needed, Covenant Financial can select and place you with the one most suitable to your goals, on the basis of initial advisory consultation and evaluation of your proposed transactions or needs.