The first step is to set up a consultation with one of our investment advisors. During this consultation, we will discuss your investment goals, risk tolerance, and financial situation. Once we have a clear understanding of your needs, we will guide you through our qualification process to ensure that you meet the eligibility requirements to invest with us. Our team of experienced professionals will work closely with you to develop a personalized investment strategy that aligns with your goals and objectives.

Once we have an understanding of the client’s investment goals and risk tolerance, we present them with a selection of investment opportunities and respective due diligence materials to review. Our team of experienced investment professionals is available to answer any questions and provide guidance throughout the investment process. We prioritize transparency and thoroughness in our due diligence process to ensure that our clients make informed investment decisions.

The third step would be to complete the necessary paperwork. This includes filling out an application form and providing any required documentation, such as proof of identity and investment history. Once your application has been reviewed and approved, you can then qualify to become a passive investor by meeting certain investment criteria. This may include a minimum investment amount or a certain level of investment experience. Once you have met these requirements, you can then work with the team at Jasper Capital to create a personalized investment portfolio that meets your individual financial goals and objectives.

Once your account is set up, you can start investing in our range of investment products, which are designed to suit a variety of risk profiles and investment goals. As an investor with Jasper Capital, you will receive regular investment reports, as well as quarterly earnings distributions based on the performance of your portfolio. Our team of experienced investment professionals will work closely with you to ensure that your investment strategy is aligned with your financial goals and risk tolerance.