Life Settlement Provider Due Diligence

To ensure an efficient and effective life settlement process for our clients and to maintain client privacy, Welcome Funds has established a due diligence process for life settlement 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 the best execution approach.

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

 

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