Investors

Covenant Financial Investor Group

Covenant Financial Group’s qualifying investors benefit from access to pre-IPO and other investment opportunities that are unavailable to retail investors. 

If you satisfy any one of the following three categories, you can apply to join the Covenant Financial Investor Group.

1. Professional Investors – A person who controls/manages at least $10 million of investment in securities, or holds a dealer’s license or investment adviser’s license.
2. Accredited Investors – An individual who has net assets of $2.5 million or has gross income for each of the last two financial years of at least $250,000 a year. This criteria must relate to the same entity to which the offer is made. A qualified accountant must certify that the person/entity satisfies this criteria and this certification must be no more than two years old.
3. Experienced Investors – Where an offer to a person/entity is made through a licensed securities dealer and that dealer is satisfied on reasonable grounds that the person to whom the offer is made has previous experience in investing in securities that allows them to assess:

• the merits of the offer
• the value of the securities, and
• the risks involved in accepting the offer, and
• their own information needs, and
• the adequacy of the information given by the person making the offer.

Investors who have the required investment expertise or qualifications and may benefit from participating in and receiving potential offers should join the Covenant Financial Investor Group.

Please submit your request to join the Covenant Financial Investor Group Investor using the form below:

1. Full Legal Name of Investor(required)
2. Valid Email Address of Investor(valid email required)
3. Day Time Phone Number (including country) of Investor(required)
4. Capital Investment Capability in USD $100,000-$200,000 $200,000-$1,000,000 $1,000,000-$2,000,000 $2,000,000-$5,000,000 $5,000,000-$10,000,000
5. Please describe the types of investments you look for, as well as your requirements and anything else you think will help us to understand your investment objectives and tolerances::

 

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