Frequently Asked Questions
You might sell your holdings
- because your investment objectives have changed
- to eliminate the cost of splitting the asset due to a divorce or death
- to create cash for other investments
Selling your security could
- eliminate K-1 filing in future years
- create a taxable loss, saving money in taxes owed
- generate cash for other uses
- reduce or eliminate retirement fees
- in some cases, eliminate additional state income tax filing
If I buy an alternative security, what are the risks?
There can be many risks associated with alternative investments and those risks can vary depending on the security you are purchasing. Neither Partnership Marketing company nor D-Merc Services LLC make any recommendations. You agree to do your own due diligence. You could lose your investment and there could be no secondary market for that security should you choose to sell it at a future date.
We encourage you to discuss your decisions with your securities professional.
How does the sales process work?
Our sales process is described
in our seller's transfer process and buyer's transfer process.
Rest assured that all transfer paperwork is handled quickly and efficiently and monies are held in a qualified escrow bank.
Is your Broker/dealer registered?
Yes, the trading personnel are registered representatives with D-Merc Services LLC.
How long will the sale and transfer take?
About four to six weeks depending on the issuer. Transfer documents are mailed to the issuer or transfer agent as soon as they are received from both the seller and the buyer. The issuer can take about two weeks to process the paperwork.
When do I get paid?
As soon as the issuer approves the transfer, instructions are issued by
D-Merc Services LLC to the escrow bank and checks are mailed to the purchaser of an alternative security.
Do you hold the buyer's money in your account?
No. All funds are deposited in an escrow account with Gold Star Trust Co.
Is there special handling required for an IRA or pension plan?
Yes, an IRA or other retirement account
requires specialized forms individual to each custodian. Be sure to inform your registered representative of the exact name
of the trust company you use.
1440 Cunningham Road
Sebastopol, California 95472
(707) 824-8600
(888) 824-8600
FAX (707) 824-8680
The content contained within this website does not constitute an offer and/or sale of securities.
Securities offered through D-Merc Services LLC. Member FINRA./SIPC.
D-Merc Securities LLC and the Partnership Marketing Co. are unaffiliated Entities.
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