CNT DEPOSITORY OFFICIAL PARTNER OF BRIDGEWATER, MA SERVICE AGREEMENT Ver 2.0 May 207
Texas Precious Metals and CNT Inc. maintain a formal partnership for bullion storage. Having personally toured CNT s state-of-the-art storage facility, I can unequivocally recommend this facility to our clients and to IRA custodians. Our relationship with the Oliari family and their employees gives us tremendous confidence in knowing the character of those who guard our assets. Tarek Saab, Principal, Texas Precious Metals WORLD CLASS STORAGE. PRIVATE. SECURE. CNT Inc. is a privately-owned precious metals company with over $8 billion in annual revenue. CNT maintains direct storage and distribution relationships with the largest government mints in the world, including the United States Mint, to which it sold over $.86 billion worth of gold in 20. CNT Depository Inc. is a COMEX-approved storage facility. CNT Inc. is Patron Member of the IPMI (International Precious Metals Institute) and the LBMA (London Bullion Market Association). Both CNT Inc. and CNT Depository Inc. are 00% insured by Lloyd s of London. OUR COMMITMENT At CNT, securing your merchandise is our highest priority. With over 35 years of vaulting experience, we embrace the fact that security and confidentiality are our utmost responsibilities. We directly employ our armed security personnel. We do not outsource our security. Our security team consists of highly trained and licensed former law enforcement professionals. As a family-owned company, we are personally committed to our customers, our staff, and to the precious metals industry. Underlying this commitment are the company s core values: honesty, integrity, responsibility. CNT has invested heavily in establishing and maintaining the highest quality of service and the latest technologies for security and vaulting. CNT s Custom Inventory Management System provides instant access to the exact location of your valuables. We offer customized client reports to fit individual needs, as well as monthly, quarterly, semi-annual, or annual billing. WHY CNT DEPOSITORY SERVICES? 00% INSURED BY LLOYD S OF LONDON COMEX APPROVED NO OUTSOURCED SECURITY FULLY ALLOCATED & SEGREGAT- ED STORAGE ONLINE, REAL TIME AUDITS (COMING SOON) OUR CLASS III FACILITY OFFERS: 20,000 SQ. FT OF FULLY INSURED STORAGE,400 SQ. FT OF CLASS III SEGREGATED VAULT SPACE 75 CU. FT OF CLASS III PRIVATE VAULT STORAGE We offer online, real time audits as a service to our clients. Additionally, CNT has the resources to provide in-house authentication services to guarantee the purity of your precious metals holdings. CNT is the largest seller of raw gold to the federal government. (In 20) the U.S. Mint, which has bars made into coins for collectors and investors, bought $.86 billion worth of the metal from the Bridgewater (Mass.) company. Bloomberg, November 3rd, 20 QUESTIONS? Call us: 508-807-4800 2
3 FEE SCHEDULE There is a one-time $50.00 setup fee for all new customers. The fee schedule below is based on an annual invoice. Monthly charges are /2th the annual fee. The monthly minimum for all values under $36,000.00 is $5.00. Fees are determined based on the account holdings at the close of business on the last business day of the month using the average monthly spot value(s) and then applying the appropriate annual rate. Fees will be billed on a quarterly basis. Total Market Value of Assets $0 - $35,999.99 $36,000 - $99,999.00 $00,000.00 - $49,999.99 $50,000.00 - $99,999.99 $200,000.00 - $249,999.99 $250,000.00 - $299,999.99 $300,000.00 - $349,999.99 $350,000.00 - $399,999.99 $400,000.00 - $449,999.99 Annual Rate 0.67% 0.62% 0.57% 0.52% 0.47% 0.42% 0.37% 0.32% 0.29% ADDITIONAL FEES: Replacement Packaging: $50.00 per pallet, per section 3 (H) of the Storage Agreement Online, Real-time Viewing: $50.00 per half hour (30 minutes) Customer Room Usage: $25.00 per hour $450,000.00 - $499,999.99 $500,000.00 - $999,999.99 0.26% 0.22% $,000,000.00 - $2,999,999.99 $3,000,000.00 - $4,999,999.99 0.75% 0.5% $5,000,000.00 - $7,499,999.99 0.25% $7,500,000.00 - $0,000,000.00 0.0% Over $0,000,000.00 Please contact a CNT representative for a quote QUESTIONS? Call us: 508-807-4800 3
FREQUENTLY ASKED QUESTIONS HOW DO I GET STARTED? The process is simple. Begin by calling our Customer Service Department directly at 508-807-4800, or emailing cntdepoperations@cntdepository.com with your name and contact information. Please state that you are interested in opening a storage account, and that you are a Texas Precious Metals customer, as you will be entitled to the special discounted rates highlighted on p.3. Our customer service staff will be happy to answer any questions, followed by the contract and compliance paperwork (either via email, fax, or traditional mail). Upon completion, please allow -3 business days from the date we receive your paperwork to allow for processing. When your account becomes official, your account representative will contact you with your account number. Any precious metals purchased through Texas Precious Metals and assigned for storage will be securely shipped to CNT Depository on your behalf at no additional expense. Upon arrival at our facility, you will receive an inventory receipt confirming your new inventory balance. WHAT ARE SOME OF THE ADVANTAGES OF STORING WITH CNT DEPOSITORY?. Unlike safety deposit boxes (and unlike many other depositories), all precious metals stored at CNT Depository are 00% insured against all physical loss, damage, theft, or other liability. Our insurance provider is Lloyd s of London. 2. Since we are a privately owned facility, we are not subject to the same limitations imposed upon banking institutions by the US government. Furthermore, since we do not lend, there is no risk of a run on the depository like there is with a bank. 3. CNT Depository does not contract out any of our storage or security. We store all of your assets in our own highly secured facility. These assets are fully segregated, and remain constantly under our direct protection. Security (both internal and external) is our highest priority. 4. CNT Depository is a COMEX-approved silver depository. Only 6 facilities worldwide have obtained COMEX certification, and these facilities are highly-scrutinized, monitored, and must meet or exceed the most stringent security requirements in the world. 5. CNT Depository prides itself on the service we provide to our customers. We take great care of our clients. We provide accurate, efficient, safe procedures to allow you to focus on your life while we focus on the security of your assets. 6. CNT Depository authenticates all products entering our facility. Our trained, veteran staff inspects each item entering your account for both accuracy and authenticity. We do not store boxes said to contain a certain amount of metal. We inspect everything. This added level of security offers each customer peace of mind knowing that his assets have been duly examined at each step of the process. HIGHLY EFFICIENT, EXPANDABLE PALLET RACKING SYSTEM FOR SILVER STORAGE QUESTIONS? Call us: 508-807-4800 4
FREQUENTLY ASKED QUESTIONS HOW DO I KNOW MY ASSETS ARE SAFE AGAINST UNEXPECTED LOSS? Our facility and the assets it holds are 00% insured against all physical loss, theft, damage, or other liability by Lloyds of London. We do not outsource any of our storage. Therefore, we are able to certify at all times that you are receiving the highest quality protection. ARE MY ASSETS CO-MINGLED WITH THE HOLDINGS OF OTHER CLIENTS? No. CNT Depository offers only segregated storage. From the moment your precious metals enter our facility, you can be certain your holdings remain segregated at all times. HOW CAN I TRACK THE ASSETS I HAVE IN STORAGE WITH CNT DEPOSITORY? CNT Depository provides an accounting statement at the end of each billing cycle. Additionally, each transaction is accompanied by a certificate of receipt and an inventory update. If at any time you wish to have an account update sent to you, customer service will be happy to provide that information. If you wish to inspect your holdings in person, you are free to make an appointment to do so. We are also happy to conduct real-time audits through a secure internet connection. (Please note that there is a small fee associated with these services). WHAT TYPES OF PRODUCTS ARE ALLOWABLE IN STORAGE? CNT Depository stores all types of gold, silver, platinum, and palladium coins, bars, or rounds. WHAT IS THE PROCESS FOR TAKING DELIVERY OF MY HOLDINGS? Clients must first contact customer service and complete our shipping request document. We will gladly help you organize shipment to your desired location or prepare your metals for pick up at our facility. The standard handling fee is $5 package plus all applicable insurance, postage, and/or other courier costs. These costs are dependent on destination and value of the product being shipped. WHO DO I CONTACT IF I WANT TO SELL MY PRECIOUS METALS? For inquiries related to buying or selling precious metals, please contact Texas Precious Metals at 36-594-3624. I HAVE ADDITIONAL QUESTIONS. WHO SHOULD I CALL? Please contact our Customer Service Department directly at 508-807-4800, or email cntdepoperations@cntdepository.com with your name and contact information. QUESTIONS? Call us: 508-807-4800 5
GETTING STARTED Dear Prospective Client: In order to remain compliant under state and federal law, we require all of our clients to complete the following account information form in its entirety. If you have any questions concerning compliance or due diligence, please feel free to contact us. Mark L. Oliari President/CEO CNT Depository, Inc. Mark Battistini Sr Director of Security and Compliance 508-89-96 dir.security@cntofma.com QUESTIONS? Call us: 508-807-4800 6
INDIVIDUAL ACCOUNT INFORMATION NAME (Last, First, Middle) DATE OF BIRTH (DD / MM / YYYY) ADDRESS (Street Number and Street Name) (City/Town) (State/Province) (Country) (Zip/Postal Code) EMAIL (Email Address) PHONE: (Home) (Cell) (Business) (Fax) QUESTIONS? Call us: 508-807-4800 7