Partners
Disclosed only after verification
The club works with external providers for custody, identity verification, legal, audit and specialist services. A relationship is disclosed on this page only after it has been formally verified and the partner has authorised public disclosure. Until then it is described to members inside the portal, where it is relevant to a specific service or opportunity.
Verified relationships
Published partners
PFS Investments Inc.
Service Provider
Certain insurance, retirement and financial planning products referenced on this platform are offered by independent representatives of Primerica and its affiliated companies. Primerica is a separate, unaffiliated company. It does not own, operate, sponsor or endorse Private Investor Club. Private Investor Club does not sell insurance or securities and is not a registered broker‑dealer or investment adviser. Any Primerica product is sold solely by a Primerica representative under Primerica's own licensing, suitability and compliance requirements, and is subject to Primerica's terms, fees and disclosures. Private Investor Club may receive compensation or referral fees in connection with introductions to Primerica representatives, which will be disclosed to you before any transaction.
Provider categories
The functions the club relies on external providers for
Custody and settlement
Segregated custody of digital assets, network-explicit addressing and confirmation tracking.
Identity and compliance
Document verification, screening and ongoing monitoring to the club’s onboarding standard.
Legal and documentation
Offering documentation, subscription agreements and jurisdiction-specific disclosures.
Audit and reconciliation
Periodic reconciliation of the ledger against custody records and review of the audit trail.
Lending and retirement specialists
Underwriting, retirement-account administration and financing counterparts for the services centre.
Technology and security
Infrastructure, key management and independent security review.
Disclosure standard
What must be true before a partner is named
- Legal entity identity confirmed and recorded
- Nature of the relationship, effective date and any member-facing fees documented
- Supporting agreement held in the administration vault
- Public disclosure authorised by the partner and approved by an authorised administrator
