Kenneth Trumpfheller

Accel Fund Services provides tax efficient turnkey solutions for affluent investors by creating and administering Insurance Dedicated Funds (IDFs) utilized for Private Placement Insurance Products. Accel IDF Solutions eliminated the high start-up costs and other obstacles that have created a barrier by providing low cost, turnkey IDF solutions. IDFs satisfy specific requirements of the IRS to qualify as a tax favored investment vehicle. Accel is also General Partner of Limited Partnerships and Insurance Dedicated Funds

Access Fund Management, LLC (AFM) acts as a commercial loan facilitator and retail lender in support of a worldwide credit facility program that services corporations operating in many industries and jurisdictions. AFM accepts loan applications from potential corporate borrowers, facilitates the underwriting, and issues term sheets. AFM and its distribution partners guide the borrower through the application process, including introduction to program partners such as the compliance officer and transaction fiduciary. AFM is the counter-party to qualified borrowers who accept offered loan terms, fulfill down-payment requirements, and execute final loan documents. The loan will be interest only, paid quarterly with a bullet repayment at the end of the loan period. The borrower will also have an opportunity to extend the loan. A loan is typically disbursed over a six to twelve-month period. The exact timing will depend on the borrower’s wishes and the due diligence done on the lending proposition by one of the leading global accounting firms. All fees and expenses are clearly set out in a term sheet and interest rates are very competitive with other sources of funding. The structure of the lending facility would require that the Borrower provide a down payment of 20% of the loan facility. There are no charges for application nor for the due diligence that the lender will carry out. Hence the Borrower will not be out of pocket until they drawdown their facility.