How to Participate in RMG's Private Placements and Strategic Funds


RMG Capital Group, a leader in the financial landscape with a vision of innovation and excellence, offers a range of investment opportunities through its Private Placements and Strategic Funds. Tailored to Accredited Investors, Sophisticated Investors, and Qualified Institutions, these opportunities provide unique avenues to diversify portfolios and achieve attractive returns. This article outlines the steps to participate in RMG’s private placements and strategic funds, ensuring you are well-prepared to make informed investment decisions.

Steps to Participate in RMG’s Private Placements and Strategic Funds

Eligibility Verification

RMG Capital Group primarily caters to accredited investors. To ensure you meet the criteria, you will need to provide KYC documentation to verify your status as an accredited investor, which may include financial statements, tax returns, and other relevant documents.

Initial Inquiry

Contact RMG Capital Group to express your interest in participating in their private placements/Strategic Funds. You can reach out via their official website, or directly through their investor relations team. You can also reach out to your financial advisor to facilitate this introduction.

Review Offering Documents:

Upon verification, you will receive detailed offering documents for the specific Private Placement/Strategic Fund you are interested in. These documents typically include the investment opportunity, including terms, conditions, risks, and potential returns:

=> Prospectus/Private Placement Memorandum (PPM)

  • Regarding SEC approvals:
  • For Americans: Reg D 506(c).
  • For the world excluding Americans: Reg S.
  • For institutions (QIBs): Rule 144A.
  • Private placements are for eligible and sophisticated investors, and institutional investors, for which the Prospectus – Private Placement Memorandum (PPM) has received all necessary approvals.

=> Booklet of the Subscription Agreement

=> Eligible Accredited and Sophisticated Investors starting from 1M US Dollars per unit.

=> All transactions are secured level at RMG Fiduciary & Trust Facilities.

=> From 5M US Dollars RMG can expansion of secured transactions using Promissory Notes (PN) – Zero Coupon with U.C.C. – ARTICLE 9 – SECURED TRANSACTIONS, The PN will be issued by our Securitization & Issuance company – RMG STRATEGIC SECURITIES, LLC.

    • As Security for the due and timely performance and payment of the Issuer’s obligations to the Note Holder under the Notes, the Issuer hereby grants to the Note Holder a security interest in all Issuer’s Assets, whether presently owned or hereafter acquired, including without implied limitation, all real property, equipment, fixtures, tenant improvements, deposits, deposit accounts, accounts receivable, shares, units, membership and partnership interests, contract rights, securities, mortgages, notes, trust deeds, beneficial interests, instruments, and any and all assignments of the same, and intellectual property (including, but not limited to, patents, patent applications, copyrights, trademarks, trade names, and goodwill), together with all replacements thereof or substitutions therefore, and all proceeds thereof (the “Collateral”) up to the total amount of default which has a maximum amount of $____ million. The Note Holder may issue a Financing Statement under UCC – 1 Article 9 (secure transactions) to perfect their security interest pursuant to this Note. Further, the Parties agree that the situs of the Collateral is within the State of New York for the purposes of the Uniform Commercial Code.
    • Issuer’s Assets. The Fund invests in Assets with the following characteristics:
      • 25% of total assets are in Conservative financial management with high liquidity (Deposits).
      • Up to 75% Cash, Liquid Instruments, and Assets Backed (e.g. Bank Avalized notes, SBLCs, MTNs, STNs, Government, and Treasury bonds) are graded BBB+ and above with a minimum of 50% of total assets being U.S. Treasury (Bills, Notes) rated AA+.

=> For Investors who do not wish to move their funds from their accounts, RMG will be ready to receive parallel financial instruments, and at its sole discretion, the instruments should be issued from banks with a BBB+ rating, minimum for issuance of 20M US Dollars, the wording of the instrument to be sent will be in accordance with RMG’s requirements, and in accordance with the banking regulation.

    • Types of Instruments: Bank Guarantee, Standby Letter of Credit, Blocked Funds, Certificate of Deposit.
    • The Procedure:
      • The Investor will submit a Funding Application Form with Ready and Willing and Able (RWA) with an Authority to Verify (ATV) Letter issued from the Issuing Bank. (RMG will provide a draft of the RWA – ATV).
      • RMG will issue a Collateralized Loan offer/Term sheet to Obtain Liquidity.
      • After due diligence on the RWA – ATV, by Bank-to-Bank engagement, the bank officer on behalf of RMG will send the coordinates of the nominated receiving bank account (SPA – Affiliate) to the Issuing Bank officer to execute the delivery of the said Instrument.
      • Banking engagement.
      • After the funds are in RMG Fiduciary & Trust Facilities, RMG shall make the record in the Booklet Subscription and Investment account.

=> Due Diligence: Conduct thorough due diligence by reviewing the provided documents, assessing the investment strategy, and understanding the risks involved. It is advisable to consult with a financial advisor or legal professional during this process.

=> Subscription Process: If you decide to proceed, the RMG Compliance Department will send the booklet of the subscription agreement to be signed via DocuSign. This legal document outlines your commitment to invest and the terms of your participation.

=> Fund & Instruments Transfer: Transfer the required funds/Instruments to RMG as specified in the subscription agreement. Ensure that all financial transactions comply with regulatory requirements and are securely processed.

Confirmation and Documentation:

Upon successful fund transfer, RMG will confirm your participation and provide you with the necessary documentation, including proof of ownership and any relevant certificates.

By understanding the process and requirements, you can confidently participate in RMG’s private placements and strategic funds, enhancing your investment portfolio and achieving your financial goals.

Participating in RMG’s Private Placements/Strategic Funds can be a lucrative opportunity for accredited investors seeking specialized investment avenues. By following the outlined steps and conducting due diligence, you can effectively engage with RMG Capital Group and take advantage of their exclusive investment opportunities. For more information or to begin the process, contact RMG’s investor relations team.

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