Best Practices: Working with Sales Intermediaries in an EB-5 Transaction
Since 2014, IIUSA’s Best Practices Committee has been hard at work developing recommendations around working with sales intermediaries in an EB-5 transaction due to the essential – and complex – nature of this aspect of marketing an EB-5 offering to investors overseas.
Whether the intermediary is a foreign migration intermediary, law firm or FINRA-licensed broker-dealer, it is important that the project sponsor conduct proper due diligence on their prospective partners and work constructively with that entity throughout their engagement.
The expert panelists from IIUSA’s Best Practices Committee collectively have a wealth of experience marketing EB-5 projects, from both the project sponsor and intermediary positions, and will provide some tips and guidance for new EB-5 issuers on how to approach relationship in a cross-cultural context.
TBD
Invest In the USA (IIUSA)
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