Pre-qualifying Questions

PURPOSE:

If you answer ‘Yes’ to all of these questions, it is likely that, subject to our interview process and ID checks, your application to join Opus Consulting will be a success. However, if you only answer ‘Yes’ to some, that should not put you off from applying, It merely means we want to know more about you to make sure that Opus will deliver for you.


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Name
Are you employed or contracted by a Single Family Office?
Does the Family Office have AUM of equivalent to or greater than $1 Bn USD?
Do you have at least 5 years experience working in a family office or in family office services?
Are you / have you been a C-Suite Executive (CEO, COO, CIO, CMO, CTO) in the last 5 years?
I agree to be contacted by SRL Global in regards to this application

Please consult with a qualified financial advisor before making any investment decisions.


The ideas and strategies in this content are for informational and educational purposes only and do not constitute financial, investment, legal, or tax advice. SRL Global (“SRL”) is not a regulated financial institution, investment advisor, or broker-dealer. Nothing in this document should be considered a solicitation, recommendation, or endorsement of any financial product, investment strategy, or security.


Opinions expressed are solely those of SRL and may change without notice. While we strive for accuracy, SRL makes no guarantees regarding the completeness or timeliness of the information. Recipients assume full responsibility for their reliance on this material.


Past performance does not guarantee future results, and all investments carry risk, including potential loss of principal. Recipients should conduct their own due diligence and consult a qualified financial advisor before making investment decisions. It is essential to seek the guidance of a licensed and experienced financial professional who can assess your individual financial situation, risk tolerance, and investment goals before making any financial commitments or implementing any strategies discussed in this document.


By reviewing this document, recipients acknowledge and accept these terms, waiving any claims against SRL, its affiliates, or representatives.


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