Percent | Form Customer Relationship Summary (CRS)

Eligibility: This promotion is open exclusively to new Individual Investor accounts (natural persons) of legal residents of the United States. Institutional, entity, retirement, and Bespoke Blended Note (BBN) accounts are not eligible. Limit one (1) promotional bonus per natural person, even if that person maintains or opens multiple Percent accounts. No repeat investors—only one account per investor is eligible for the promotion.

*The cash bonus will be credited to your Percent account in three (3) months of the date of your first investment as long as your total invested capital remains deployed for the entire duration of those three (3) months. For new investors only. The amount deposited is dependent on the amount of your first investment according to the following table:

Invest:

$5,000+

$10,000+

$25,000+

$50,000+

Receive:

$50

$100

$300

$500

Qualify by creating an account from this page and investing $5,000 or more in your first deal. Percent may require verification of U.S. residency and other eligibility criteria in its sole discretion, and may deny, withhold, reverse, or reclaim any promotional bonus credited to an account that is later determined to be ineligible or to have received such bonus in error. Cadence Group Inc. (DBA Percent Technologies, Inc. or “Percent”) reserves the exclusive right to extend this promotion, which may be canceled at any time and in our sole discretion. Subject to deal availability. This promotion cannot be combined with any other new investor promotion. The information in this communication is provided for informational purposes only and is not intended as and may not be relied on in any manner as legal, tax or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any unsecured note or security offered by Percent or its affiliates.

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The information on this website does not constitute an offer to sell securities or a solicitation of an offer to buy securities. Further, none of the information contained on this website is a recommendation to invest in any securities or a recommendation of any interest in any fund or security offered by Percent Securities, LLC. By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns or probability projections may not reflect actual future performance. All investments involve risk and may result in loss, including loss of principal. Percent Securities does not render investment, financial, legal or accounting advice.

Any financial forecasts or financial returns, whether in the form of dividends or capital appreciation displayed on this website are for illustrative purposes only and are not a guarantee of future results.

Alternative investments are speculative and possess a high level of risk. No assurance can be given that investors will receive a return of their capital. Those investors who cannot afford to lose their entire investment should not invest. Investments in private placements are highly illiquid and those investors who cannot hold an investment for an indefinite term should not invest. Private credit investments may be complex investments and they are subject to default risk. This website is only available to certain qualified investors.

The information on this website does not constitute investment advice. The only basis for purchasing any securities is the final base sale document or private placement memoranda. Such offerings are made only to persons who are "accredited investors" as defined in Rule 501(a) under the Securities Act of 1933, as amended. Investors should make their own independent evaluation and analysis, consult financial, tax, investment consultants, etc., and decide whether to invest. No communication by Percent or any of its affiliates through this website or any other medium should be construed or is intended to be investment, tax, financial, accounting, or legal advice.

All information published on this website is provided by and responsible by the issuer of each fund. Neither Percent Securities LLC nor its related parties guarantees the sufficiency, accuracy or completeness of any information on this website and its use.

Percent Securities, LLC is a U.S. registered broker-dealer, member FINRA, SIPC. These registrations and memberships in no way imply that the SEC, FINRA or SIPC have endorsed the entities, products or services discussed herein.