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SyStemS FlowA d v i s o r s t A n d A r d s&
A D V I S O R S
®Global View Capital A D V I S O R S
®Global View CapitalGVCA_00027_0913
A D V I S O R S
®Global View Capital A D V I S O R S
®Global View Capital
SyStemS FlowA d v i s o r s t A n d A r d s&
GVCA_00027_0913
2
Broker Dealer Relationship
1
A D V I S O R S
®Global View Capital A D V I S O R S
®Global View Capital
SyStemS FlowA d v i s o r s t A n d A r d s&
GVCA_00027_0913
2
M A N A G E M E N T
®Global View Capital
1
2
Broker Dealer Relationship
A D V I S O R S
®Global View Capital A D V I S O R S
®Global View Capital
SyStemS FlowA d v i s o r s t A n d A r d s&
GVCA_00027_0913
2
M A N A G E M E N T
®Global View Capital
1
2
G l o b a l v i e w P o r t f o l i o S t r a t e g i e s TM
Mutual Fund
Broker Dealer Relationship
Canada
A D V I S O R S
®Global View Capital A D V I S O R S
®Global View Capital
SyStemS FlowA d v i s o r s t A n d A r d s&
GVCA_00027_0913
2
M A N A G E M E N T
®Global View CapitalI N S U R A N C E
®Global View Capital
1
32
G l o b a l v i e w P o r t f o l i o S t r a t e g i e s TM
Mutual Fund
Broker Dealer Relationship
Canada
A D V I S O R S
®Global View Capital A D V I S O R S
®Global View Capital
SyStemS FlowA d v i s o r s t A n d A r d s&
GVCA_00027_0913
2
M A N A G E M E N T
®Global View CapitalI N S U R A N C E
®Global View Capital
A D V I S O R S
®Global View Capital
1 4
32
G l o b a l v i e w P o r t f o l i o S t r a t e g i e s TM
Mutual Fund
Broker Dealer Relationship
Canada
A D V I S O R S
®Global View Capital A D V I S O R S
®Global View Capital
SyStemS FlowA d v i s o r s t A n d A r d s&
GVCA_00027_0913
2
M A N A G E M E N T
®Global View CapitalI N S U R A N C E
®Global View Capital
H O L D I N G S
®Global View Capital
A D V I S O R S
®Global View Capital
1 4
3
5
2
G l o b a l v i e w P o r t f o l i o S t r a t e g i e s TM
Mutual Fund
Broker Dealer Relationship
Canada
A D V I S O R S
®Global View Capital A D V I S O R S
®Global View Capital
SyStemS FlowA d v i s o r s t A n d A r d s&
GVCA_00027_0913
2
M A N A G E M E N T
®Global View CapitalI N S U R A N C E
®Global View Capital
H O L D I N G S
®Global View Capital
A D V I S O R S
®Global View Capital
5 2
3
1
4
G l o b a l v i e w P o r t f o l i o S t r a t e g i e s TM
Mutual Fund
Canada
Broker Dealer Relationship
A D V I S O R S
®Global View Capital A D V I S O R S
®Global View Capital
SyStemS FlowA d v i s o r s t A n d A r d s&
GVCA_00027_0913
3
A D V I S O R S
®Global View Capital
1
■ Affiliation Agreement■ Foundation Courses■ 60 Days Insurance License
A D V I S O R S
®Global View Capital A D V I S O R S
®Global View Capital
SyStemS FlowA d v i s o r s t A n d A r d s&
GVCA_00027_0913
3
A D V I S O R S
®Global View Capital
1
I N S U R A N C E
®Global View Capital
2
■ Affiliation Agreement■ Foundation Courses■ 60 Days Insurance License
Series 65HoldField Training
■ Insurance Commissioner■ Insurance Training
■ 3 Steps Sales Process■ Technology
A D V I S O R S
®Global View Capital A D V I S O R S
®Global View Capital
SyStemS FlowA d v i s o r s t A n d A r d s&
GVCA_00027_0913
3
A D V I S O R S
®Global View Capital
1
I N S U R A N C E
®Global View Capital
2
M A N A G E M E N T
®Global View Capital
3
G l o b a l v i e w P o r t f o l i o S t r a t e g i e s TM
Mutual Fund
Canada
■ Affiliation Agreement■ Foundation Courses■ 60 Days Insurance License
Series 65HoldField Training
HolD
SEC
■ Insurance Commissioner■ Insurance Training
■ 3 Steps Sales Process■ Technology
A D V I S O R S
®Global View Capital A D V I S O R S
®Global View Capital
SyStemS FlowA d v i s o r s t A n d A r d s&
GVCA_00027_0913
3
A D V I S O R S
®Global View Capital
1
I N S U R A N C E
®Global View Capital
2
M A N A G E M E N T
®Global View Capital
3
G l o b a l v i e w P o r t f o l i o S t r a t e g i e s TM
Mutual Fund
Canada
■ Affiliation Agreement■ Foundation Courses■ 60 Days Insurance License
Series 65HoldField Training
4
Minimum Standard 50,000 GDC including insurance
HolD
SEC
FINRA
■ Insurance Commissioner■ Insurance Training
■ 3 Steps Sales Process■ Technology
A D V I S O R S
®Global View Capital A D V I S O R S
®Global View CapitalGVCA_00027_0913
4
A D V I S O R S
®Global View Capital A D V I S O R S
®Global View Capital
SyStemS FlowA d v i s o r s t A n d A r d s&“
“At Global View Capital Advisors, our mission is to help design, grow, and protect the personal economies of families from all over the world.
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