Master Client Referrals Agreement Sample Contracts

Ministry Partners Investment Company, LLC Brea, California 92821 December 8, 2023
Master Client Referrals Agreement • December 12th, 2023 • Ministry Partners Investment Company, LLC • Finance services

This letter confirms and comprises the agreement (this “Agreement”) between Ministry Partners Investment Company, LLC., a California limited liability company (the “Issuer”), Ministry Partners Securities, LLC, a Delaware limited liability company (“Managing Broker Dealer”) and [Registered Investment Adviser], a [ ] (the “Adviser”), regarding the offering and sale by the Issuer of up to $200,000,000 of the Issuer’s 2024 Debt Certificates (the “Securities”) offered under the Registration Statement on Form S-1 filed on November 17, 2023 (the “Offering”), as supplemented or amended from time to time.

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