Direct Ownership: Shareholders may purchase shares directly from the company through a transparent and regulated process. Investrust agrees to only issue a maximum of 5000 shares of ownership and may convert common shares to preferred shared to raise capital or sale of partial ownership between parties
Minimum Investment Threshold: Establish a minimum investment amount to ensure shareholders are committed and aligned with the company’s long-term goals the price of share(s) is agreed between 2 parties or more and are based on key performance and speculation and unrealized value of its underlying assets.
Disclosure Requirements: Shareholders must provide necessary identification and comply with anti-money laundering (AML) and know-your-customer (KYC)
Lock-Up Period: shareholders agrees to seek share(s) of investrust as a long-term investment for a period of 25 years from inception date on all long positions declared by director(s) of investrust. All revenues generated on short term positions and cash strategies are paid to shareholders quarterly under our payout structure and reinvestment policy.
Pay-out and Reinvestment agreement: All revenues generated on short term trading and cash strategies are paid only to preferred shareholders respective to the amount of total ownership held in the company. Remaining revenues are then used to cover cost of operations such as but not limited to: fees, softwares equipments, employees etc. remainder of of revenues are then calculated to separate corporate taxe(s). The remainder of revenues not to dip below 25% of total revenue generated is used to acquire and increase value of long-term positions and grow cash available for short term trading with a small percentage of revenue not exceeding 2% for regulated. Further over a safety net will be also put aside for buy downs of certain periods of large market dips to stabilize corporate portfolio. Shareholders agree that investrust may seek to acquire and build a real estate portfolio in the future to convert partial assets into hard assets to stabilize company growth and have a positive impact on overall investment for shareholders
Long position pay-out agreement: shareholder agrees that long term positions and real estate assets and cash on hand are only cashable on a fixed maturity date of inception from the date the corporate portfolio was initiated. During the maturity shareholder have the right to request and receive payments of total percentage of ownership held in the company on all realized and unrealized assets. Shareholder agrees to only receive value of real estate assets determined by the juristrition(s) the propertie(s) are located. Eg: (city assessed value). During time of maturity shareholder agrees to have all necessary transaction fee deducted from total amount to cover and facilitate large transactions. Shareholders agree to all long-term positions declared and sale of long positions may be made for purpose of restructuring and realized gains on those positions are not paid during qaurtly pay out of short term trading revenue.
Pre-maturity Agreement: Shareholders agree share(s) can not be cashed for total asset(s) value before maturity date. However shareholder may sell there share to another party internally or externally at any agreed price between 2 parties. All intention of sale must be notified to management at investrust to help facilitate the transfer and update company records of ownership.
Transfer to beneficiary agreement: Shareholder may select and are encouraged to add a beneficiary of their share(s) incase of death or accidental death. In the case of death the beneficiary must provide the legal and required documents requested by investrust to transfer the share(s).
Non financial advisory and non brokerage agreement: Shareholders of investrust agree, acknowledge and are made aware that investrust is not a financial advisor to provide you any investment advise or neither a brokerage to purchase securities thru directly or does not purchase securities or assets on your behalf. Ownership of a investrust share is outright owning the company and the company engages in the business of investing using internal strategies.
2. Transparency and Reporting Policy
Regular Updates: The company will provide quarterly and annual reports detailing portfolio performance, investment decisions, and financial statements. Along side daily updates on our assets page.
Shareholder Meetings: Hold annual general meetings (AGMs) and special meetings to discuss performance, strategy, and shareholder concerns. Meetings will be held using cloud video sharing technology
Access to Information: Shareholders will be able to access company assets and financial reports for viewing online at investrust.org
Audit agreement: Investrust agrees to provide shareholders annual audit from external accounting firm. Shareholders may elect a firm to conduct the audit based on reasonable cost competitive to other firms.
3. Fee Structure Policy
Management Fees: we are proud to announce there is no management fee based on share value size or assets. We operate only based on revenue generated and cost of operations and not a performance based fees. All quarterly paid earning not subject to any transaction fees to shareholders and are expensed in general operation costs.
Maturity cash out fees: Shareholder agree to have all necessary fess deducted to facilitate the transaction during maturity as values are speculated to be large sums.
4. Investment Policy
Objective: The company’s primary objective is to generate long-term capital appreciation by investing in a diversified portfolio of stocks, ETFs, and other securities in the stock market using special internal formulated strategies outpacing the growth of the S&P500 index.
Risk Management: The company will maintain a risk management framework to mitigate exposure to market volatility, including diversification, hedging strategies, and regular portfolio reviews.
Prohibited Investments: The company will not invest in high-risk or speculative instruments (e.g., unregulated cryptocurrencies, penny stocks or otc markets)
5. Corporate Governance Policy
Board of Directors: The company will have a board of directors responsible for overseeing investment strategies and ensuring compliance with regulations.
Independent Advisors: Engage independent financial advisors and auditors to provide unbiased assessments of the company’s performance and compliance.
Conflict of Interest: Directors and executives must disclose any potential conflicts of interest and abstain from voting on related matters.
6. Compliance and Regulatory Policy
Regulatory Adherence: The company will comply with all relevant laws, tax regulations, and reporting requirements in the jurisdictions where it operates.
Licensing: Ensure the company holds all necessary licenses to operate as an entity.
AML and KYC: Implement robust AML and KYC procedures to prevent illegal activities and ensure the legitimacy of shareholder funds.
7. Shareholder Rights and Responsibilities
Voting Rights: Shareholders will have voting rights proportional to their shareholding, with the ability to vote on major decisions (e.g., mergers, acquisitions, changes to the investment strategy). Shareholders agree only common shareholder have voting right but will take preferred shareholder opinion to a high degree in decision making.
Responsibility: Shareholders are expected to act in the best interest of the company and refrain from actions that could harm its reputation or operations.
