View or download the latest official documents below.
CPA Firms
Information and requirements for CPA firms partnering with Global Edge Investment.
CPA Individuals
Information and requirements for individual CPAs partnering with Global Edge Investment.
Lender Profile
Overview of Global Edge Investment's lending profile, capabilities, and criteria.
Letter of Intent (LOI)
Standard Letter of Intent template used to outline the preliminary terms of a proposed transaction.
Reciprocal NDA
Mutual Non-Disclosure Agreement template for protecting confidential information shared between parties.
Global Edge Channel Partner KYC
Know Your Customer (KYC) documentation outlining the verification and compliance requirements for our channel partners.