Synergy Partners Inc. functions as a Merchant Bank and is not registered with the Financial Industry Regulatory Authority (“FINRA”) and is exempt from SEC registration under rule 202(a)(11)(G)-1 that defines "family offices" to be excluded from regulation under the Investment Advisers Act of 1940. “Family offices” are entities established by wealthy families to manage their wealth and provide other services to family members, such as tax and estate planning services. This document including any attachments hereto is a response to a formal request of information only. Upon receipt of these documents, the Recipient hereby acknowledges this disclaimer. These documents are not from any banking or other Institution policy. We do not provide securities or securities-related advice. No information herein shall be construed as a solicitation of investment funds or securities.
Synergy Partners Inc. does not offer personal or investment loans. Synergy Partners Inc. is not involved in negotiating loan terms, nor do we make investment recommendations, and any information found herein should not be construed as such. Any loan information contained herein has been secured from sources that Synergy Partners Inc. reasonably believes are reliable; but we make no representations as to the accuracy of such information as lender details maybe subject to change without further notice. Synergy Partners Inc. accept no liability, therefore; all loans are subject to lender approval. APR rates may vary, and Synergy Partners Inc. does not guarantee that the borrower will commit to loan rates or loan terms. We recommend that you consult with a Financial Consultant, or Tax Advisor that can help you assess the risks associated with any loan offer whereby you are the lender or the borrower.
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