Private Trust Companies: Recent Developments
|
|
|
- Valentine Walters
- 10 years ago
- Views:
Transcription
1 Private Trust Companies: Recent Developments Presented by Christopher M. Reimer Long Reimer Winegar Beppler LLP TTN May 1, 2015
2 Private Trust Companies- Roadmap Part I - Private Trust Companies Background Attributes Structure Part II Specific State Analysis
3 Background Fiduciary entity established to serve a family Private trust companies have existed in some form for years A number of large public trust companies began as statechartered trust companies formed for a single-family Over the past decade, certain states have enacted laws and regulations to impose fewer regulations and restrictions on trust companies that operate solely on behalf of one family
4 Attributes Minimizes individual /commercial trustee disruptions Greater family control and participation Greater flexibility and knowledge to deal with family business or large concentration of legacy stock w/o diversification Limited Director and Officer Liability Long-Term Cost and Tax Savings Investments and Investment Advisors Integration with Family Office and Foundations Privacy Choice of Situs for Inbound Transactions, notwithstanding residence of directors
5 PTC Structure Family 100% Ownership Protector LLC Removes and Appoints Trustees Appointed Individual(s)/trust co Trustee Owner Trust - Individual Trustees - Special Purpose Trust - Specialized Trustee/Protector Structure - Anti-diversification provisions - Owned by Family - Family votes to appoint one or more Independent Managers who appoint trustees of Owner Trust - Transfer restrictions imposed on ownership 100% Ownership PTC Trusts 5
6 US PTC Jurisdictions Seven Primary Jurisdictions: Only 3 with an unregulated/unlicensed option
7 Commonality Far Exceeds Differences Among States Wyoming Advantages Florida Advantages South Dakota Advantages
8 South Dakota Regulated Office in South Dakota, and resident board member Division of Banking examination every 3 years Situs Requirements to Take Effect July 1, 2015; requires South Dakota law requires each company to perform three or more of the following, in whole or in part: Annual account reviews; investment reviews, accountings, correspondence, complete tax returns, distribute account statements
9 Florida Florida Family Trust Company Act becomes effective October 1, 2015 Class of permissible family clients is broad Allows out of state family trust companies to operate a trust office in Florida Requires 1 resident FL director PTC can t be an executor of a FL estate Examinations are (very) limited Unlicensed option
10 Nevada Regulated or Unregulated No recent changes to PTC law, but very active legislature with respect to trust law Regulatory proposal: heightened examination but with option to hire outside auditor to conduct the exam
11 Texas Regulated--License from Banking Department required to act as PTC At least 3 directors (one Texas resident) Legislative proposal align permissible clients to SEC single family office exemption (based on common ancestor rather than individuals who control PTC)
12 Tennessee Regulated--License from Banking Department required to act as PTC At least 5 directors 2014 legislative amendment to streamline application process for PTCs
13 New Hampshire Trust Modernization and Competitiveness Act, which provided for the formation of family trust companies No PTC proposals, but very active legislature with respect to trust law
14 Wyoming
15 Wyoming Current Law Regulated limited charter for a single family Current process Unregulated avoidance of Trust Business (W.S to -104, (xv); 1993 Att y Gen. Opinion) No filing with Wyo. Division of Banking
16 Wyoming 7/1/2015 Wyoming Chartered Family Trust Company Act Chartered family trust company or family trust company Does not transact or solicit trust business or act as fiduciary for the general public; Broad definition of family member : 10th degree of lineal kinship and 9th degree of collateral kinship of designated relative. Also: spouses, former spouses, relatives of spouses and former spouses within 5th degree lineal kinship, family affiliates, family estates, trusts, charities
17 Questions Thank you
The Undiscovered Country
The Undiscovered Country Opportunities for Wealth Preservation and Planning for Business Entities, Individuals and Trusts Having a Situs in the State of Wyoming Christopher M. Reimer Long Reimer Winegar
Planning Opportunities with the Wyoming Private Trust Company
Planning Opportunities with the Wyoming Private Trust Company Cecil D. Smith & Carol H. Gonnella WealthCounsel Chicago July 2011 1 Table of Contents PLANNING OPPORTUNITIES WITH THE WY PRIVATE TRUST COMPANY
SIGHT. A Comparison of Various Jurisdictions with Flexible Trust Laws. February 2015. The Northern Trust Company of Delaware
LINE OF SIGHT A Comparison of Various Jurisdictions with Flexible Trust Laws February 2015 The Northern Trust Company of Delaware The Northern Trust Company of Nevada (contact information on last page)
Private Trust Companies A Primer
Private Trust Companies A Primer FAMILY OFFICES HAVE BEEN AROUND FOR YEARS, AND A FEW FAMILY OFFICES HAVE HELD TRUST POWERS OVER THE YEARS, CREATING A FAMILY PRIVATE TRUST COMPANY HAS BEEN RELATIVELY UNUSUAL
How a Corporate Trustee Can Help a Financial Planner Meet Their Client s Goals
How a Corporate Trustee Can Help a Financial Planner Meet Their Client s Goals Thomas M. Forrest, CPA, AEP Charles Schwab & Co., Inc. 234 Weldin Ridge Road Wilmington, DE 19803 (302) 764-1050 [email protected]
JERSEY PRIVATE TRUST COMPANIES
Expertise Area: Jurisdiction: Trust & Fiduciary Jersey INTRODUCTION Private trust companies ( PTCs ) have been widely used in international structured finance transactions and are now used increasingly
British Virgin Islands Private Trust Companies (PTC s)
NOVEMBER 2011 British Virgin Islands Private Trust Companies (PTC s) Introduction and background When most settlors establish a trust they use a professional trust company as the trustee. In this way they
The Andersen Firm Attorneys at Law
Planning With Wyoming Close LLC and Wyoming Domestic Asset Protection Trust Presented by The Andersen Firm Attorneys at Law www.theandersenfirm.com South Florida Office 500 E. Broward Blvd. Fort Lauderdale,
Antonio Gastelum, Inc. INVESTMENT MANAGEMENT AND ADVISORY AGREEMENT ( Agreement )
Antonio Gastelum, Inc. INVESTMENT MANAGEMENT AND ADVISORY AGREEMENT ( Agreement ) Management and Advisory Agreement This Investment Management and Advisory Services ( Advisory Services ) Agreement dated
Prepared By: The Professional Staff of the Committee on Banking and Insurance REVISED:
BILL: SB 80 The Florida Senate BILL ANALYSIS AND FISCAL IMPACT STATEMENT (This document is based on the provisions contained in the legislation as of the latest date listed below.) Prepared By: The Professional
GUIDE TO PRIVATE TRUST COMPANIES IN THE BRITISH VIRGIN ISLANDS
GUIDE TO PRIVATE TRUST COMPANIES IN THE BRITISH VIRGIN ISLANDS CONTENTS PREFACE 1 1. Introduction 2 2. What is a Private Trust Company? 2 3. When is the Exemption Available? 2 4. When is the Exemption
Private Trust Companies
FUNDAMENTALS OF BVI PTC LEGISLATION INCLUDING ENHANCEMENTS IN MAY 2013 Over the past two decades the number of international high-net worth (IHNW) families has grown significantly with the increased pace
STARTING A NEVADA FAMILY TRUST COMPANY Creating a Private Trust Company with Fewer Formalities
Creating a Private Trust Company with Fewer Formalities Chapter 669 of the Nevada Revised Statues (NRS) generally requires that a company that offers services as a fiduciary (e.g., trustee, personal representative,
Advisory Agreement: Asset Management Services
Advisory Agreement: Asset Management Services This Investment Advisory Services Agreement for asset management services ( Agreement ) is made by and between MyWealthyOptions LLC ( MWO or Adviser ), a registered
NEW YORK STOCK EXCHANGE NONPROFESSIONAL SUBSCRIBER AGREEMENT AND OPTIONS PRICE REPORTING AUTHORITY ADDENDUM FOR NONPROFESSIONAL SUBSCRIBERS
NEW YORK STOCK EXCHANGE NONPROFESSIONAL SUBSCRIBER AGREEMENT AND OPTIONS PRICE REPORTING AUTHORITY ADDENDUM FOR NONPROFESSIONAL SUBSCRIBERS Page 1 TABLE OF CONTENTS I. New York Stock Exchange Nonprofessional
THE OFFERING MEMORANDUM UNDER ONTARIO SECURITIES LAW By: Daniel A. Coderre Soloway Wright LLP
THE OFFERING MEMORANDUM UNDER ONTARIO SECURITIES LAW By: Daniel A. Coderre Soloway Wright LLP Many companies raise capital by offering shares in their capital stock for sale at one time or another. When
INSURANCE BENEFICIARY CHANGES
LEGISLATIVE GENERAL COUNSEL 6 Approved for Filing: E. Chelsea-McCarty 6 6 01-14-13 12:28 PM 6 H.B. 65 1 INSURANCE BENEFICIARY CHANGES 2 2013 GENERAL SESSION 3 STATE OF UTAH 4 Chief Sponsor: Jim Bird 5
GUIDE TO SECURITIES INVESTMENT BUSINESS IN THE CAYMAN ISLANDS
GUIDE TO SECURITIES INVESTMENT BUSINESS IN THE CAYMAN ISLANDS CONTENTS PREFACE 1 1. Introduction 2 2. To whom does the SIB Law apply? 2 3. What is Securities Investment Business? 2 4. Excluded Activities
ESTATE PLANNING QUESTIONNAIRE Date:
I. Client Information ESTATE PLANNING QUESTIONNAIRE Date: : Yes No First Middle Last U.S. Citizen? How would you like your name to read on your estate planning documents? Other s Known By Date of Birth
Summary of State Insurable Interest Regulations Current as of 12/8/2004
Summary of State Current as of 12/8/2004 Alabama 27-14-3 Insurable interest with reference to personal insurance is an interest based upon a reasonable expectation of pecuniary advantage through the continued
AICPA State Society Survey State Regulatory and Legislative Issues Summary November 2014
Mat Young, Vice President, State Regulatory and Legislative Affairs, [email protected] Suzanne Jolicoeur, Senior Manager, State Regulatory Outreach, [email protected] James Cox, Senior Manager, State
SEC Finalizes Investment Adviser Pay-to-Play Rules
July 2010 SEC Finalizes Investment Adviser Pay-to-Play Rules BY LAWRENCE J. HASS & MATTHEW NADWORNY On June 30, 2010, the Securities and Exchange Commission (the SEC ) voted unanimously to adopt new Rule
Planning with the. Wyoming Close LLC
Planning with the Wyoming Close LLC Cecil D. Smith, JD & Carol H. Gonnella, JD WealthCounsel Chicago July 2011 Copyright 2004-2011 Cecil D. Smith, Carol H. Gonnella & Teton Publishers, LLC. Planning with
POLICY 5.6 NORMAL COURSE ISSUER BIDS
Scope of Policy POLICY 5.6 NORMAL COURSE ISSUER BIDS This Policy sets out the procedures and policies of the Exchange with respect to normal course issuer bids made through its facilities. In general,
VIRTUS TRUST USA LLC. An Independent Company Key to International Planning Needs and Offering an Attractive Alternative Trust Jurisdiction
VIRTUS TRUST USA LLC An Independent Company Key to International Planning Needs and Offering an Attractive Alternative Trust Jurisdiction Introduction In 2009 the Virtus Trust group, with headquarters
Basics of Estate Planning
Basics of Estate Planning THE CORNERSTONE OF ANY ESTATE PLAN ARE THE DOCUMENTS THAT SET FORTH YOUR WISHES FOR THE DISPOSITION AND OVERSIGHT OF YOUR ASSETS AT YOUR DEATH. IN ADDITION TO PROVIDING GUIDELINES
Private Trust Companies: Comparison of Laws of Bermuda, Cayman Islands and British Virgin Islands
Private Trust Companies: Comparison of Laws of Bermuda, Cayman Islands and British Virgin Islands Foreword This Memorandum has been prepared to guide those professional advisors with clients who may be
Limited Liability Company Frequently Asked Questions
Limited Liability Company Frequently Asked Questions Here are some answers to questions we receive frequently from the public about Limited Liability Companies (LLC). We provide this for informational
COLLECTIVE INVESTMENT FUNDS ACT Act 174 of 1941. The People of the State of Michigan enact:
COLLECTIVE INVESTMENT FUNDS ACT Act 174 of 1941 AN ACT to authorize the establishment and the maintenance of common trust funds and collective investment funds; to authorize investments or participations
USAA Wealth Management & Military Officers Association of America
USAA Wealth Management & Military Officers Association of America Views and opinions expressed in this seminar are provided for informational purposes only and are subject to change. This discussion should
The Re-Emergence of Collective Investment Trust Funds
Manning & Napier Advisors, LLC The Re-Emergence of Collective Investment Trust Funds June 2011 Manning & Napier Advisors, LLC provides investment advisory services to Exeter Trust Company ( ETC ), Trustee
The Bank Holding Company Act is amended by adding the following new sections:
1 1 1 1 1 1 1 1 0 1 0 1 0 The Bank Holding Company Act is amended by adding the following new sections: SEC. 1. PROHIBITIONS ON PROPRIETARY TRADING AND CERTAIN RELATIONSHIPS WITH HEDGE FUNDS AND PRIVATE
Long Awaited Guidance Concerning Foreign Bank Account ( FBAR ) Filing Requirements Released
Long Awaited Guidance Concerning Foreign Bank Account ( FBAR ) Filing Requirements Released This past week, the Treasury Department s Financial Crimes Enforcement Network (FinCEN) released proposed changes
Sequoia Wealth Wrap Program
Form ADV Part 2A Appendix 1 Wrap Fee Program Brochure Item 1: Cover Page April 2015 Sequoia Wealth Wrap Program Regency Wealth Management 201 South Riverheath Way Evergreen Building Suite 1400 Appleton,
INTEGRATED SILICON SOLUTION, INC. CORPORATE GOVERNANCE PRINCIPLES. Effective January 9, 2015
INTEGRATED SILICON SOLUTION, INC. CORPORATE GOVERNANCE PRINCIPLES Effective January 9, 2015 These principles have been adopted by the Board of Directors (the "Board") of Integrated Silicon Solution, Inc.
DIPLOMAT PHARMACY, INC. Corporate Governance Guidelines
DIPLOMAT PHARMACY, INC. Corporate Governance Guidelines Effective October 9, 2014 A. Purpose The Board of Directors (the "Board") of the Company has adopted the following Corporate Governance guidelines
The Procter & Gamble Company Board of Directors Compensation & Leadership Development Committee Charter
The Procter & Gamble Company Board of Directors Compensation & Leadership Development Committee Charter I. Purposes. The Compensation and Leadership Development Committee (the Committee ) is appointed
How to establish a relationship with our trust services
How to establish a relationship with our trust services Appointing us as trustee Before Vanguard National Trust Company (VNTC) can accept a trustee appointment (current or successor), we must examine the
GREAT PLAINS ENERGY INCORPORATED BOARD OF DIRECTORS CORPORATE GOVERNANCE GUIDELINES. Amended: December 9, 2014
GREAT PLAINS ENERGY INCORPORATED BOARD OF DIRECTORS CORPORATE GOVERNANCE GUIDELINES Amended: December 9, 2014 Introduction The Board of Directors (the Board ) of Great Plains Energy Incorporated (the Company
Delaware Trust Planning
Prepared and Presented By: Heather Flanagan, J.D., LL.M., TEP Vice President, Senior Wealth Planner Phone: 302-429-2287 [email protected] PNC Delaware Trust Company 222 Delaware Avenue, 18 th Floor
Foreign Entity Types with No Domestic Law. Jurisdiction. Date: May 14, 2012. [Foreign Entity Types with No Domestic Law] [2012-05-14]
![Foreign Entity Types with No Domestic Law. Jurisdiction. Date: May 14, 2012. [Foreign Entity Types with No Domestic Law] [2012-05-14]](/thumbs/33/15893873.jpg "Foreign Entity Types with No Domestic Law. Jurisdiction. Date: May 14, 2012. [Foreign Entity Types with No Domestic Law] [2012-05-14]")
Topic: Question by: : Foreign Entity Types with No Domestic Law Jeff Harvey Idaho Date: May 14, 2012 Manitoba Corporations Canada Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware
Legislative Changes and Jurisdictional Updates, Effective July 1, 2013. Alabama:
Legislative Changes and Jurisdictional Updates, Effective July 1, 2013 Alabama: House Bill 112 (Act 2013 091) signed by the governor April 18 and effective July 1 amends existing unclaimed property law.
PLEASE NOTE. For more information concerning the history of this Act, please see the Table of Public Acts.
PLEASE NOTE This document, prepared by the Legislative Counsel Office, is an office consolidation of this Act, current to April 1, 2015. It is intended for information and reference purposes only. This
SCHEDULE A ACCREDITED INVESTOR STATUS CERTIFICATE
SCHEDULE A ACCREDITED INVESTOR STATUS CERTIFICATE TO BE COMPLETED BY BRITISH COLUMBIA, ALBERTA, SASKATCHEWAN, MANITOBA, ONTARIO, QUÉBEC, NEWFOUNDLAND AND LABRADOR, NOVA SCOTIA, NEW BRUNSWICK AND PRINCE
State Estate Taxes BECAUSE YOU ASKED ADVANCED MARKETS
ADVANCED MARKETS State Estate Taxes In 2001, President George W. Bush signed the Economic Growth and Tax Reconciliation Act (EGTRRA) into law. This legislation began a phaseout of the federal estate tax,
Discretionary Investment Management Agreement. Premier SEP IRA. Ameritas Investment Corp. 5900 "O" Street Lincoln, NE 68510-2234
Discretionary Investment Management Agreement Premier SEP IRA Ameritas Investment Corp. 5900 "O" Street Lincoln, NE 68510-2234 DISCRETIONARY INVESTMENT MANAGEMENT AGREEMENT Ameritas Investment Corp. By
Estate Tax Overview. Emphasis on Generation Skipping Transfers
Estate Tax Overview Emphasis on Generation Skipping Transfers 1 A Brief History - 1916 The Revenue Act of 1916 (39 Stat. 756) created a tax on the transfer of wealth from an estate to its beneficiaries,
TABLE OF CONTENTS PAGE GENERAL INFORMATION B-3 CERTAIN FEDERAL INCOME TAX CONSEQUENCES B-3 PUBLISHED RATINGS B-7 ADMINISTRATION B-7
STATEMENT OF ADDITIONAL INFORMATION INDIVIDUAL VARIABLE ANNUITY ISSUED BY JEFFERSON NATIONAL LIFE INSURANCE COMPANY AND JEFFERSON NATIONAL LIFE ANNUITY ACCOUNT G ADMINISTRATIVE OFFICE: P.O. BOX 36840,
A Florida Law Firm. Florida Trust BOYER LAW FIRM, PLLC. Attorneys & Counselors at Law
A Florida Law Firm Florida Trust BOYER LAW FIRM, PLLC Attorneys & Counselors at Law 9471 Baymeadows Road, Suite 404 Jacksonville, Florida 32256 United States of America Tel: +1 (904) 236-5317 Fax: +1 (904)
COTT CORPORATION CORPORATE GOVERNANCE GUIDELINES INTRODUCTION
COTT CORPORATION CORPORATE GOVERNANCE GUIDELINES INTRODUCTION The Board of Directors of Cott Corporation (the Corporation ) is committed to fulfilling its statutory mandate to supervise the management
AXA Advisors, LLC. 1290 Avenue of the Americas, New York, NY 10104 (212) 554-1234 www.axa.us.com. 2014 Firm Brochure (Form ADV Part 2A)
AXA Advisors, LLC 1290 Avenue of the Americas, New York, NY 10104 (212) 554-1234 www.axa.us.com 2014 Firm Brochure (Form ADV Part 2A) This Brochure provides information about the qualifications and business
Are there any specific qualifications required for an individual to register as an IAR?
INVESTMENT ADVISOR REGISTRATION FREQUENTLY ASKED QUESTONS Many people have questions about becoming an investment advisor and the process for registering and beginning one s own advising practice. These
State of Wisconsin Department of Revenue Limited Liability Companies (LLCs)
State of Wisconsin Department of Revenue Limited Liability Companies (LLCs) Publication 119 (2/15) Table of Contents 2 Page I. INTRODUCTION... 4 II. DEFINITIONS APPLICABLE TO LLCS... 4 III. FORMATION OF
PUBLIC Law, Chapter 643, LD 1314, 125th Maine State Legislature An Act To Standardize the Definition of "Independent Contractor"
PLEASE NOTE: Legislative Information cannot perform research, provide legal advice, or interpret Maine law. For legal assistance, please contact a qualified attorney. Be it enacted by the People of the
The size and composition of the Board is to be determined from time to time by the Board itself in an effort to balance the following goals:
AMERICAN INTERNATIONAL GROUP, INC. CORPORATE GOVERNANCE GUIDELINES (Effective March 11, 2015) I. INTRODUCTION The Board of Directors (the Board ) of American International Group, Inc. ( AIG ), acting on
Diligent Corporation (Name of Issuer)
SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 2549 SCHEDULE 13G* (Rule 13d-12) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT
Carey Group l Monaco Private Client Services
Carey Group l Monaco Private Client Services Carey Group History Our heritage dates back to 1968 when we established Carey Trustees Limited, one of the longest established independent trust companies in
Dynamic Energy Alliance Corporation Florida (State or other jurisdiction of incorporation or organization)
SC 14F1 1 deac_sc14f1.htm SC 14F1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 14F 1 INFORMATION STATEMENT PURSUANT TO SECTION 14(f) OF THE SECURITIES EXCHANGE ACT OF
INVESTMENT ADVISORY AGREEMENT
This CLIENT ADVISORY AGREEMENT (this Agreement ) dated is made between Liberty Partners Capital Management, LLC, a Wyoming-based limited liability company, hereinafter referred to as LPCM or Adviser and
ACCESS MIDSTREAM PARTNERS, L.P. (ACCESS MIDSTREAM PARTNERS GP, L.L.C.) CORPORATE GOVERNANCE GUIDELINES
ACCESS MIDSTREAM PARTNERS, L.P. (ACCESS MIDSTREAM PARTNERS GP, L.L.C.) CORPORATE GOVERNANCE GUIDELINES Access Midstream Partners, L.P. ( Partnership ) is a master limited partnership, governed by a limited
ELECTRIC POWER RESEARCH INSTITUTE BOARD OF DIRECTORS CONFLICT OF INTEREST POLICY. Article I: Purpose
ELECTRIC POWER RESEARCH INSTITUTE BOARD OF DIRECTORS CONFLICT OF INTEREST POLICY Article I: Purpose This conflict of interest policy is intended to protect the interests of the Electric Power Research
Presents: The Solo 401(k) Plan The Ultimate Retirement Solution for the Self Employed January 2012
Presents: The Solo 401(k) Plan The Ultimate Retirement Solution for the Self Employed January 2012 Disclaimer: The information provided in this presentation/document is not legal advice, but general information
SOUTH DAKOTA TRUST COMPANY LLC. South Dakota Trust Company. South Dakota. Trust Company LLC? LLC?
SOUTH DAKOTA TRUST COMPANY LLC Why Why South Dakota South Dakota Trust Company Trust Company LLC? LLC? Sioux Falls Rapid City New York (South Dakota Planning Co.) South Dakota Trust Company LLC All Rights
INVESTMENT FUNDS. SEC Proposes First Dodd-Frank Investment Advisers Act Rule to Address Family Offices. What Is a Family Office?
OCTOBER 22, 2010 INVESTMENT FUNDS SEC Proposes First Dodd-Frank Investment Advisers Act Rule to Address Family Offices Section 409(a) of the Dodd-Frank Wall Street Reform and Consumer Protection Act (the
Principles of Corporate Governance
Principles of Corporate Governance Johnson & Johnson is governed by the values set forth in Our Credo, created by General Robert Wood Johnson in 1943. These values have guided us for many years and will
Legal aspects of International Trusts in Cyprus and the EU. Maria Kyriacou Partner and Advocate Andreas Neocleous & Co LLC
Legal aspects of International Trusts in Cyprus and the EU Maria Kyriacou Partner and Advocate Andreas Neocleous & Co LLC Who is a fiduciary? A fiduciary is a person who has undertaken to act for or on
Payroll Tax Filing Basics. Audio for this session will play through your computer
Payroll Tax Filing Basics Audio for this session will play through your computer Objective Upon completion of this course, you will have a better understanding of the different types of federal and state
GREYLOCK PEAK VENTURES LLC 125 S. Main Street Sebastopol, CA 95472 707-515-6770 Fax 413.485.7008
Item 1 Cover Page Firm Brochure (Part 2A of Form ADV) GREYLOCK PEAK VENTURES LLC 125 S. Main Street Sebastopol, CA 95472 707-515-6770 Fax 413.485.7008 March 8, 2016 This brochure provides information about
NATIONAL INSTRUMENT 31-103 REGISTRATION REQUIREMENTS AND EXEMPTIONS. Table of Contents
NATIONAL INSTRUMENT 31-103 REGISTRATION REQUIREMENTS AND EXEMPTIONS Table of Contents Part 1 Interpretation 1.1 Definitions of terms used throughout this Instrument 1.2 Interpretation of securities in