Sales Road Map© Subscriptions
Sales Road Maps© provide user-friendly, compliance guidance “Rules of the Road” for cross-border marketing of Alternative Investment Funds (AIFs) in 55+ countries worldwide.
SRMO Sales Road Map® 10-factor content is based on 2 decades of bespoke compliance advisory to AIFMs, reflecting realistic AIF distribution business models.
SRMO Sales Road Maps® provide cross-border AIF marketing regulations and Marketing Do’s and Don’ts (sales practices) on how to comply with these regulations.
SRMO Sales Road Map® 10-Factor Content
- Business Model definition
- Product definition
- Private Placement Regulations (AIFMD, NPPR, etc.)
- Investor Qualification Criteria (full definitions)
- AIF Registration & Notification Requirements
- Country Disclaimer (Legends): downloadable text
- Marketing Do’s & Don’ts
- Sales Practices (“Fly-in Visits”, Reverse Solicitation, etc.)
- Licensing Rules