Clone of Infinite Savings Group - New Client Registration Form

Infinite Savings Group

New Client Registration Form - Velo Advisers
Infinite Savings Group Email Address:
example@example.com
Engagement Type:*

ISG + Velo Advisers SplitISG + Velo Advisers + ISG Affiliate Split
What is the name of the business?*
Company EIN:*
Company Point of Contact:*

First NameLast Name
Point of Contact Phone Number:*
Format: (000) 000-0000.
Point of Contact E-mail Address:*
example@example.com
Section 3
Engagement Type:

R&D
ISG MSA Upload: (PDF)*

Cancelof
ISG - Invoice Upload: (PDF)*

Cancelof
Affiliate Name

First NameLast Name
Underlying Credit Value Tier
Section 4
Total Client Fee:*
Affiliate 22500 Tier Override
Velo Share Percentage
Velo Advisers Share ($)
ISG Share Percentage
ISG Share ($)
Affiliate Share Percentage
Affiliate Share ($)
Retainer Amount ($)
Remaining Balance ($)
Section 5
Payment Structure:

One Time Payment2 monthly installments3 monthly installments6 monthly installments
Installment Amount ($)

Scheduled ACH Draft Agreement
Payment Schedule (via ACH/Bank Draft)

The payment schedule below is determined by the selected Payment Structure on the previous page and will reflect the chosen installment plan.
- One Time Payment: $1320.00 — drafted immediately upon submission of this form to the authorized bank account on file.
- 2 monthly installments: $3960.00 each — scheduled for draft on the 15th of the month following submission and the 15th of the subsequent month.
- 3 monthly installments: $3960.00 each — scheduled for draft on the 15th of the month following submission, the 15th of the following month, and the 15th of the following next subsequent month.
- 6 monthly installments: $3960.00 each — scheduled for draft on the 15th of each month for six months beginning the month after submission.
If the 15th falls on a weekend or recognized bank holiday, the draft will occur on the next available business day.
Retainer Amount - Drafted immediately
Installment #1 Amount - Drafted on the 15th of the month of the following month.
Installment #2 Amount - Drafted on the 15th of the month of the following subsequent month.
Installment #3 Amount - Drafted on the 15th of the month of the following next subsequent month.
Installment #4 Amount - Drafted on the 15th of the month of the following next subsequent month.
Installment #5 Amount - Drafted on the 15th of the month of the following next subsequent month.
Installment #6 Amount - Drafted on the 15th of the month of the following next subsequent month.
*

I have read and agree to the ACH Draft Notice & Authorization above, and I authorize Velo Advisers to draft the bank account on file for the amounts and dates listed.
Type a question*
Submission Date

YearMonthDay
Date
Should be Empty:

Infinite Savings Group

Section 3

Section 4

Section 5

Scheduled ACH Draft Agreement

Payment Schedule (via ACH/Bank Draft)