Complete and return via fax to 831-786-1999, email to IR@sterlpac.com, or mail to our operations center at:
Sterling Pacific Financial
Attn: Account Creation
1205 Freedom Blvd, Suite 2
Watsonville, CA 95076
In addition to the Account Request Form, California requires completion of the new "Know Your Investor" form. Please complete and return via fax to 831-786-1999, email to IR@sterlpac.com, or mail to our operations center.
If you elect to receive your distributions via direct deposit, please complete and return our EFT agreement.EFT Agreement
After your subscription agreement is returned, we are ready to receive your funds. We can accept ACH forms, wire transfers, cashiers check, or personal checks, the last of which requires a holding period.
A member of our investor services team will contact you shortly after receiving your Account Request Form so that we can prepare the necessary subscription agreements and complete your investment.