PERPETUAL ASSET SHIELD TRUST
Trust document used in financial planning services provided to clients by Applicant
Owned by: Heritage Organization, L.L.C., The
Serial Number: 75647704
FAMILY CAPITAL OPPORTUNITY FUND
Name of limited partnership or limited liability company used in financial planning services provided to clients and potential…
Owned by: Heritage Organization, L.L.C., The
Serial Number: 75647706
NEW CAPITAL OPPORTUNITY FUND
Name of limited partnership or limited liability company used in financial planning services provided to Clients by Applicant…
Owned by: Heritage Organization, L.L.C., The
Serial Number: 75647707
CAPITAL OPPORTUNITY FUND CONTROL CORPORATION
Name of corporation which is used in financial planning services provided to clients by Applicant
Owned by: Heritage Organization, L.L.C., The
Serial Number: 75647708
THE PRODUCTIVITY PASTRUST
Trust document created by Applicant
Owned by: Heritage Organization, L.L.C., The
Serial Number: 75647709
