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Placement certification 2026

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The document is a Private Placement Certification form for an investment issuer/sponsor, outlining the responsibilities and agreements between the issuer and Millennium Trust Company as custodian. It includes sections for investment information, certification of compliance with laws, due diligence acknowledgments, ownership evidence requirements, and communication protocols. The issuer certifies their organization status and agrees to notify Millennium of any changes. Additionally, it provides contact information and instructions for checks and wire transfers.

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Click ‘Get Form’ to open the placement certification in the editor.
Begin by filling out the 'Investment Information' section. Enter the name of the investment, issuer/sponsor, and their contact details including address, city, state, zip code, telephone number, fax number, email address, and website.
Proceed to the 'Certification & Agreement' section. As an authorized individual, certify your agreement by providing your name, title, signature, and date at the end of this section.
Complete 'Exhibit A' for contact information. Fill in details for both administrative contacts and any third-party fund administrator if applicable.
In the 'Check & Wire Instructions' section, provide necessary wire and check instructions as required.
Finally, complete the 'Investment Information' regarding purchase requirements and valuation frequency. Ensure all fields are filled accurately before submission.

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