BRD Land Investment – CGTS Workflow and Process

BRD Land Investment , view presentation here.

BRD Land Investment – CGTS Workflow and Process

Step 1: Initial Contact & Scheduling

If you're interested in exploring the BRD Land Investment opportunity:

• Please email accounting@capitalgainstaxsolutions.com

• Let our CGTS Accounting Team know you’d like to schedule a meeting with the BRD Land Investment team.

• Our team will coordinate and schedule the meeting on your behalf.

Step 2: Decision to Invest

Once you decide to move forward with investing in BRD Land:

• Our CGTS team will prepare:

  • BRD Investment Paperwork

  • CGTS Authorization Form to move funds, this document will be sent to you via DocuSign for your review and signature.

Step 3: Fund Movement

After signing the CGTS Authorization and ensuring your funds are available via wire:

• CGTS will initiate the wire transfer to BRD Land Investment.

Step 4: BRD Promissory Note

Once the investment amount is wired, BRD will confirm receipt, BRD will then send the Promissory note.

BRD Paperwork (CGTS Team to Process)

Documents and Actions:

1. BRD Investor Information Form

   • Prepared by CGTS and sent directly to BRD for investor onboarding.

2. Wire Transfer to BRD

   • Once the investment amount is wired, BRD will confirm receipt.

3. Issuance of Promissory Note

   • Upon receiving both the Investor Information Form and the wired funds, BRD will issue and send you the Promissory Note for your records.

If you have any questions or need clarification at any step, feel free to reach out to our team at accounting@capitalgainstaxsolutions.com.