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An investment Opportunity Proposal based on u.s. $ currency

ISABELA BANK & TRUST

A Private Banking Service.

INDUSTRY OBSERVATION

Banks who are considering the pace of technology, consumer needs & regulation change, cannot ignore running out of time to either become beloved brands and retain their relationship with the consumers or simply modify their business models to become efficient and profitable rails for those who will. To accomplish that, deeply meaningful cultural transformation needs to happen and fast.

Emotional Banking and Online Personal Banking Services are the new methods to serve clients and accomplish this transformation that will define change. Maxwell Rand is the catalyst. With innovate solutions, we build new monetization models.

Introducing Isabela BANK & TRUST

Planned Location: Isabela, Puerto Rico.

INTRODUCING ISABELA BANK & TRUST

With the new tax incentives offered by the U.S. congress for its territories, Puerto Rico has become a new “Billionaire's Playground”.

Destined to serve the needs of both U.S. and Non-U.S. Citizens, Puerto Rico offers 4% corporate tax and zero on individual capital gain.

Maxwell Rand is seizing the opportunity to position itself as the value added service provider catering to high net worth individuals and corporations with Backoffice operation and tax saving opportunities.

International Flare with Tax Savings & Local Back-Office Presence.

Serving International & U.S. Clients

IDEAL LOCATION: ISABELA, PUERTO RICO

Vision

To provide private banking services to corporate clients and high net worth individuals who seek unique value proposition and financial engineering models custom tailored for their level of risk.

Mission

To provide the most technologically advanced Real-Time Communications services for our clients with discrete Private Banking & Trust Services.

USE OF PROCEEDS

Initial Isabela Bank & Trust Startup Capital: U.S. $30M by Maxwell Rand, Inc. •

$25M will be domiciled as Bank’s Liquid Asset / Capital with PR Banking Authority

• $5M Allocated for Working Capital, Expenses & Startup Phase – Duration: 1 Year

• $5M Allocated to purchase a suitable building & conversion of the facility into Bank Status, licensing, fees, & etc., thus meeting U.S. and Puerto Rico Banking Authorities requirements.

Isabela Bank & Trust 30% equity offering

NOW INTERVIEWING SELECT BANKS

  • We wish to invite no more than 6 Banks as “Strategic Partners”
  • High net worth individuals subject to compliance approval are welcomed
  • Each Bank is invited to invest $5M in consideration for 5% share equity
  • There will be no more than six (6) Banks in IB&T as investors / equity partners
  • Each Bank shall establish intermediary & affiliate banking relationship
Isabela Bank & Trust 30% equity offering

INVESTMENT – ADVISORY BOARD PANEL

Discrete invitation of no more than six (6) banks as IB&T 30% stakeholders

Built by Entrepreneurs - Serving Corporate & Individual Clients with Special Tax Savings

TIMELINE ON INVESTMENT

  • Allow Construction & Setup Phase: 1 Year
  • Proposed IB&T Share Price Offering: $100.00 per share
  • 5% ownership buys 50,000 Common Shares at $100.00 per share
  • 30% ownership of the IB&T divested to designated stakeholders
  • 70% controlled by Maxwell Rand
  • Shareholder with intent to have a five (5) year exit strategy,
  • Maxwell Rand 1st rights of acceptance or refusals on IB&T share buy back
Built by Entrepreneurs - Serving Corporate & Individual Clients with Special Tax Savings
  • MR has pledged $30M of its Guaranteed Asset as Paid-in-Capital
  • MR shall assist in signing up new accounts after opening
  • MR shall advise in strategic and client services
  • MR shall facilitate new deposits after opening the operation
  • MR shall introduce the IB&T service to it’s 600 shareholders

ENCHANTED ISLAND OF PUERTO RICO

Isabela

Local Flavor with International Reach

Contact: inquiry@maxwellrand.com

Serving International Corporate & Clients with special Tax savings services

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