Thanks for beginning the Private Placement Application Process! Here’s what to expect next:

  • The next step of the process is completing the formal DocuSign application. You will receive an email from the Larson Team requesting that you review and sign your documents. The email will look similar to this:

 

  • Upon clicking the ‘Review Documents’ button in the email sent from DocuSign, you’ll be redirected to the actual documents, where you’ll see all of the information you just submitted on this form, automatically prefilled on the documents.
  • Feel free to review your information and then sign and initial where required. For quick signing, feel free to use the navigation button on the left side of the screen. You’ll need to accept some supplemental documents at the bottom of the application, but after that, you’re all set!
  • If you have any questions or run into any issues at all, don’t hesitate to reach out to your Advisory Team or service@larsonfinancial.com.