The Transaction: The client was looking to raise funds for their project but didn’t want to use their own bank held funds and didn’t want to generate a line of credit or bank loan. Mr W had previously heard of trade programs but wasn’t aware of how to access them or who to contact or if the trade programs were even real.
Project Start: 16th November 2020
Project Completed: 12th November 2021
The biggest problem clients have before contacting GTES is that they know what they want, but they don’t know how to achieve it or who to speak to. Mr W knew that he wanted to raise funding for a project but didn’t want to use his own bank held funds and wasn’t particularly interested in going to his bank to get a loan. Mr W had heard of financial solutions for projects but didn’t have the first idea of who to ask or what to ask for.
The solution isn’t difficult, it simply requires the full understanding of the clients desires, and then connecting the client to a trusted associate who can provide the solution. We knew Mr W had funds but didn’t want to use them or raise a line of credit. The answer was simple… we connected Mr W to one of our trusted associates who has access to Small Cap Trade Programs with entry levels as low as $100K. Mr W was able to enter a trade program whilst placing a bank admin hold on his funds, so the funds can be used to enter a trade program and generate weekly returns. The funds in Mr W’s bank account never moved and was never at risk.
Once our trusted associate had placed Mr W into a small cap trade program, Mr W received 20% returns per month and was able to fund his project without using his own funds or generating a bank loan. The program run for 40 weeks which enabled Mr W to easily fund his project whilst also adding a few extras. The client achieved his goal without using his own bank held funds or raising a line of credit, and easily completed his project. A happy client.