How To Invest
Financial professionals, we thank you for your interest in our alternative investment solutions. Prospective investors are encouraged to contact their financial professionals to find out if investing in a CNL sponsored product is suitable for them.
CNL products are exclusively available through select selling firms. Financial professionals signed on to sell a CNL product, should review the prospectus or PPM and any accompanying supplements related to the investment product(s) being considered.
If your selling firm is not signed on to any of our products, please contact our key accounts team at 855-209-5235 for more information.
To subscribe your investor:
Confirm that your client meets suitability standards including those described in the prospectus or PPM.
Complete and execute the subscription agreement.
Submit the fully executed subscription agreement with a check for the full purchase price of the shares to the custodian, if applicable.
Financial Suitability Standards:
CNL Sprott Strategic Asset Fund
The offering is limited to accredited investors only. Please see the private placement memorandum for the suitability standards.
CNL Strategic Capital
$250,000 net worth or $70,000 net worth and $70,000 annual gross income (excluding home, furnishing and personal automobiles). Some states and firms may have additional standards. These states include AL, CA, IA, ID, KS, KY, MA, ME, MO, ND, NE, NJ, NM, OH, OK, OR, PA, PR, TN and VT. Confirm your client meets suitability standards including the standards in the prospectus.
Please see the prospectus or PPM for a complete list of defined terms and discussion of the risks associated with theses offerings.