Global Capital Partners welcomes the opportunity to work with quality organizations who can function as Qualified Advisors (QAs) and introduce high net worth individuals to our various structured financial transactions.  Once approved as a QA by GCP, your firm may present our services to your clients, utilize a variety of GCP's prepared marketing materials for presentation and be compensated for referring your clients to GCP.  Please note that GCP's is highly selective in determining the firms that are approved for the GCP's Qualified Advisor Program (QAP) and relationships will only be established with companies; not with individuals.  Additional parameters for qualifying are detailed below.

Requirements to Qualify

To be considered for approval as a QA your firm must first submit an application to GCP that contains the following information:

     An information packet on your company:  This should include background on your firm, the nature of your 
     business, a general description of your clientele, a bio for each of the principals of your firm and a bio for each
     of the individuals in your firm that may be discussing GCP's services with your clients.

     A description of how GCP's structures will benefit your clients: This should identify the types of clients with   
     whom your firm has a relationship, to whom you expect the services to appeal and the core objectives you 
     expect your clients to have in utilizing GCP's services.     

     A description of how your firm intends to market GCP's structures:  This should include a description of the
     strategy your firm would undertake in the presentation of GCP's services to your clients.

General QAP Guidelines

Complete QAP guidelines are outlined in the Referral Fee Agreement (RFA) that will be provided to firms that have
been approved for acceptance as QAs.  The following are general QAP parameters:

     All QAs must be approved by GCP in advance and have an executed RFA in place before any prospective clients 
     are contacted regarding GCP's structures.  Absolutely no referral fees will be paid without a previously 
     executed RFA and no referral fees will be paid for any clients referred to GCP prior to the execution of an RFA.
     RFAs will be executed only with companies; not with individuals.

     QAs must register prospective clients with GCP in writing (via fax, email or overnight mail) and in advance of any
     direct client contact with GCP.  Absolutely no referral fees will be paid on any clients that: I) contacted GCP prior
     to QA providing the referral, or II) are not properly registered with GCP by the QA.  QAs must obtain written
     authorization from prospective clients to release their names and relevant information to GCP.

     QAs may use only GCP's approved marketing materials and proposal documents for client presentations.  QAs
     may not reproduce any of GCP's copyrighted material in any capacity for private or other public distribution
     and may not advertise GCP's services to the general public.

Next Steps

Your firms application materials should be submitted via mail to the Director of Institutional Sales at GCP's office in Melbourne Beach.  You will be notified within one week if your firm is approved as QA.  Upon approval you will be provided with an RFA that will identify the specific parameters and conditions of the relationship between your firm and GCP.
    

  

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