What Documents Does STRATA Need for Its Administrative Review of an Investment?

Depending on the investment, the process and documentation vary. That's why we have a step-by-step guide to help you prepare yourself and your clients for the process. In under 5 minutes, you can provide the investment details and upload supporting documentation.  It's simple!

• Visit Investment Hub
• Select the asset type
• Overview the appropriate checklist and get started!

Don’t see your investment type or have additional questions? Contact one of our business development team members to learn more.