Convertible Trust Bond

Thank you for your interest in evaluating whether Convertible Tax Bonds (CTB) are a benefit for your clients.

Full Workflow

• Please complete this form for your client.
• Submit KYC via Secure Link: https://regtech.identitymind.store/viewform/p3mxb/
• Entoro (the broker-dealer) reviews and clears the KYC
• Offer Letter is issued – outlines the structure and tax benefit
• Client accepts the offer – we issue the Subscription Agreement
• Client signs the agreement and funds the transaction – wire instructions are provided with the Subscription Agreement and funds are sent directly to Entoro
• Bond is issued
• Final documents (Collateral Certificate and Declaration of Trust) are provided to the client after they have signed and converted the bond.
• We’ll guide you and the client through every step of the process and coordinate all communication with Entoro to keep everything seamless.

Please fill out the information below. If you have immediate questions, email admin@battleborn.life or call (801) 403-8442.

To schedule a video meeting, please use this link.

1. Client Identification: For each client, please provide the following details.

2. Financial Information: Add years as needed. 

3. Contact & Mailing Information: Please provide your full physical address. (Note: P.O. Boxes are not accepted.)

4. Representative Information & Consent

The information provided in this form is submitted by the individual representing the client. This person confirms that the details provided are accurate and that they have the authority to represent the client. The information collected in this form will be used solely to prepare your no-cost quote and to contact you regarding our services. Your details will be kept strictly confidential and will not be shared with any third parties without your express consent.