QUALITY MATCHING SERVICES

Considered an affiliate PTP if the partnership is traded on the securities market on which it is established or if the partnership’s profit is easily traded on the distribution market or its equivalent. The biggest problem is deciding when to own the same product in the distribution market. By regulation, the IRS uses tests of facts and circumstances to determine whether a partner can easily trade and negotiate its interests in a way that makes it economically comparable to transactions in the existing securities market.

You don’t want to discuss the facts and circumstances with the IRS. If the share of the partner’s share in the partnership market or the sum of the profits transferred during the previous period is less than or equal to the distribution market, the partner’s share should be considered difficult to negotiate on the market the distribution. The partnership’s taxation year does not exceed 2% of the partnership’s capital or total profits.

If a transfer is made through an eligible Qualified Matching Service during the partnership’s taxation year, the partnership can transfer up to 10% of its interest without PTP.

The service must meet the following criteria:

(I) The matching services consist of a system of computerized or printed lists presenting the offers and or the prices of the customers corresponding to the partner’s sellers who wish to sell the partner and to the partner’s sellers who wish to sell the interest.

(II) The matching is done through a bidding process that matches the list of interested buyers to the list of interested sellers or allows interested buyers to bid on the interests listed.

(Iii) A sales partner may enter into a binding agreement in which the interest is sold only 15 calendar days before the date on which the potential buyer has provided information on the date of sale of the interest. Central location by the operator.

(V) The matching service does not promise anyone to buy or sell the benefits of the partnership through quotes, only quotes non-deterministic that show an interest in the benefits of partnerships that n ” implies no price profit without commitment Do not show quotes that promise someone to exchange the benefits of a quote partnership.

Theoretically, fund sponsors can build their quality control system, allowing cooperative liquidity to be above 2% of Safe Harbor quotas.

As private equity investments continue to be an important partner (LP) strategy, rebalancing the medium-term investment cycle portfolio continues to face challenges.

As a leader in alternative liquidity solutions, the private market supports the secondary trading of LP. Our ecosystem of institutional investors and our end-to-end secondary trading technology provide a simple transfer process from LP integration to cash payments.

Private market

We work with market leaders and alternative investment fund managers to customize and provide effective liquidity solutions. Selectively using a network of professional institutional buyers to identify strategic investors suitable for secondary capital, the end-to-end platform provides comprehensive tools, from integrating the general ledger to managing and settling contracts. Our vision is that private equity investors are increasingly demanding financial services that can be used in major asset classes such as liquidity, transaction flow, price data, and risk management tools. This is a pioneer in the development of these Secondary Private Equity Liquidity market services and is the first broker to transfer secondary shares of private equity and private equity firms.