VERSITY INVEST, LLC a Delaware limited liability company AND UMB Bank, N.A. Trustee INDENTURE Dated as of [______________], 2023 Debt SecuritiesIndenture • May 17th, 2023 • Versity Invest, LLC • Real estate • Delaware
INDENTURE, dated as of January [__], 2023, between VERSITY INVEST, LLC, a Delaware limited liability company (the “Company”), and UMB Bank, N.A., a national banking association, as trustee (the “Trustee”):
Registered Investment Adviser Agreement Cover PageRegistered Investment Adviser Agreement • May 17th, 2023 • Versity Invest, LLC • Real estate • Delaware
This letter confirms and comprises the agreement (the “Agreement”) by and among, WealthForge Securities, LLC (“Managing Broker-Dealer”) and , a registered investment adviser, (“Adviser”) regarding the offering and sale (the “Offering”) of up to $75,000,000 of the Versity Invest, LLC’s (the “Company”) 8.0% senior unsecured bonds, or “A Bonds,” and its 8.0% senior unsecured bonds (the “R Bonds,” collectively the “VIP Bonds.”) WealthForge Securities, LLC, a registered broker-dealer and a member of the Financial Industry Regulatory Authority, Inc. (“FINRA”), has been engaged by the Company as the managing broker-dealer for the Offering, which may engage other registered-broker dealers to sell Bonds in the Offering. Capitalized terms used herein and not otherwise defined herein shall have the same meaning as set forth in the Company’s Final Offering Circular (the “Offering Circular”) filed with respect to its Offering Statement on Form 1-A (File No. 024-11380), as may be amended (the “Offer
