News #3

Our office will be closed on Wednesday, June 19th in observance of Juneteenth. We will reopen on Thursday, June 20th.

News #3


The New Direction Trust Company Blog

Borrower’s Acknowledgement Letter Form

The Borrower’s Acknowledgement Letter must be completed by the borrower. They will input their email address and we will email the form to them for completion: Borrower’s Acknowledgement Letter

Note Amendment, Extensions and Modifications Form

The Note Amendment, Extensions and Modifications Form is required for amending existing notes, whether it is extending the maturity date or adding additional funds to note: Note Amendment, Extensions and Modifications – Electronic Note Amendment, Extensions and Modifications Example – PDF

Notice of Conversion Form

The Notice of Conversion Form notifies NDTCO if a note you have lent from your self-directed account converts to a different asset type: Notice of Conversion – Electronic Notice of Conversion Example – PDF

Promissory Note Buy Direction Letter Form

To invest with a loan with your NDTCO account, please click here. You will be asked to log into the client portal and then directed to the “Private Lending: Invest Now” online form under the “Invest” tab. 

New Direction Trust Company (“New Direction”) performs the duties of a directed custodian. It does not provide any investment advice, legal advice, or tax advice. New Direction does not undertake any due diligence for you, including with respect to any investment or investment provider featured in this blog post or joint webinar or any other investments that you choose to hold in your New Direction account(s). Any information regarding any investment provider or investments that is contained in this blog post or Webinar was provided by the third-party investment provider. New Direction is not affiliated with, does not control or direct, and has no responsibility over any third-party investment provider or investment, and the inclusion of any investment provider or investment options in this blog post or Webinar does not represent an endorsement or recommendation of the investment provider or investment by New Direction in any way. New Direction does not endorse or recommend any investment provider or investment, including those found in this blog post or Webinar. Information and third-party links contained in this blog post or webinar are provided for informational purposes only, and it is solely the responsibility of investors to perform their own, independent due diligence on any investment opportunity. Investors should consult their own investment, legal, and tax advisors before making any investment choices.