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NewSentryNavMenuLocator
Library
INQUIRY
NewSentryNavMenuLocator
Library
INQUIRY
Updates
New Account
Contribution/ Insurance
Specialty Transaction
Redemption/ Transfers
Videos
Specialty Transactions
Flow Through
Client
*
First Name
Last Name
Transaction Name
Facilitator
Deposit Amount
Date
MM
DD
YYYY
Illustration / Cheque Link
Notes
Thank you!
Real Estate
Client
*
First Name
Last Name
Ownership
Personal
Corporate
Date of Purchase
MM
DD
YYYY
Project Name
Manager
Currency
USD
CAD
Investment Amount
Distribution Date
MM
DD
YYYY
Statement / Cheque Link
Notes
Thank you!
Private Equity
Client
*
First Name
Last Name
Ownership
Personal
Corporate
Start Date
MM
DD
YYYY
Project Name
Manager
Currency
USD
CAD
Investment Amount
Value
Status
Active
Complete
Statement / Cheque Link
Notes
Thank you!
Member Login
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