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2001 Spring Road, Suite 700 Oak Brook, IL 60523 866.388.6771 Telephone 866.388.5464 630.472.5969 Fax PRIVATE PLACEMENT SALE DIRECTION www.mtrustcompany.com/sfa A ACCOUNT INFORMATION Account Owners
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B private placement sale refers to the sale of securities to a small group of private investors instead of the general public.
Companies or individuals who are conducting b private placement sales are required to file with the appropriate regulatory agency.
To fill out a b private placement sale, detailed information about the securities being sold, the investors involved, and any exemptions being claimed must be provided.
The purpose of a b private placement sale is to raise capital from private investors without having to go through the lengthy and expensive process of a public offering.
Information such as the amount of securities being offered, the purchase price, information about the company issuing the securities, and any applicable exemptions must be reported on a b private placement sale.
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