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Request For Proposal
We're excited that you're interested in learning more about how Gemini can help your business. To request a proposal tailored to your business needs, please complete the following form.
Name:
Business Name:
CEO/President:
Key Contact:
Business Address:
City:
State:
Zip:
Business Phone:
Business Fax:
E-mail Address:
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BD Affiliation (if any):
Are you a Registered Investment Advisor (RIA)?:
Please outline the key elements of your business plan on the lines below. (Some items to include: list of business entities, target markets, distribution, etc.)
Please list your one-, three- and five-year growth projections per entity:
Do you have an existing mutual fund(s)?

Are you interested in creating a registered mutual fund?
Do you have your own hedge fund(s)?

Who currently provides administration, accounting, transfer agent and shareholder services for your fund(s)?
How did you hear about Gemini?