Call 1.877.227.4484

Life Settlement
Due Diligence
As you should expect from a trusted advisor, Welcome Funds conducts due diligence procedures on our network of Life Settlement Providers to ensure that all potential buyers are properly licensed and well capitalized.

Life Settlement Provider Due Diligence

In order to ensure an efficient and effective process for our clients and to maintain client privacy, Welcome Funds has established a due diligence process for providers. The due diligence procedure includes a review of:

  • Company Background
  • Management Team
  • Source of Funding
  • Licensing and Regulatory Compliance
  • Purchasing Parameters
  • Closing and Post-Closing Procedures
With access to some of the largest institutional funding sources and capital in the industry, Welcome Funds ensures full market exposure and a best execution approach.

Additionally, as a result of Welcome Fund?s high standards and reputation, we are privileged to work with the leading providers and institutional funding sources in the industry.