Questions or Comments?
Financial Professionals
We encourage financial professionals to contact CNL Securities' Client Services at 866-650-0650, option 2 with any questions or comments. Our office hours are 8:30 a.m. to 5:00 p.m. (EST).
Financial professionals may also access DST Vision for investment information. Broker-dealers are reminded that communications sent or delivered to any person must be accompanied or preceded by a prospectus in accordance with the Securities Act of 1933, as amended.
To update your address, please complete and submit the Financial Professional Change Form to the address or fax number on the form.
Broker-Dealers
Broker-dealers interested in selling CNL products may contact our Key Accounts team at 866-650-0650.
Prospective Investors
For more information, we encourage prospective investors to contact their financial professionals. Investors are advised to carefully consider the investment objective, risks, charges and expenses of any CNL Securities product before investing. The information on this website is not offer to sell securities and is not soliciting an offer to buy securities in any state where the offer and sale is not permitted. The prospectus should be read carefully by an investor before investing.
CNL and its affiliates cannot provide investment advice for any individual and is not acting in a fiduciary capacity. Contact your financial professional to learn more about CNL product offerings and how they may complement and help diversify your portfolio. Investments should be chosen based on your individual objectives, risk tolerance and goals.
Current Investors
Current investors, access your investment information.
To update your address, please contact CNL Client Services at 866-650-0650 option #3 or complete and submit the Investor Change Form to the address or fax number on the form.
Former Investors
Former investors, access Organizational Actions and Form 1099-DIV information for liquidated offerings.
Press Contacts
We welcome information requests from members of the media. If you require specific information, please contact:
Colleen Johnson
Senior Vice President Marketing and Communications
CNL Financial Group
407-650-1223
newscontact@cnl.com