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The New Business Ecosystem
The New Business Ecosystem " A Financial Refuge"
  • Welcome
    • Our Mission
    • Our Team
  • Membership Benefits
  • Membership Qualifications
    • FAQ
  • Business Allocation Procedures
    • Regestered Reps & Advisor Reps
    • Money Manager
    • Broker Dealer
    • Corporate Issuer
    • Client Participant
  • Membership Access
    • Registered reps & Advisor reps
    • Money Manager
    • Broker Dealer
    • Corporate Issuer
    • Client Participant
  • Register
  • Log In

Client Participant Procedures

Home Client Participant Procedures
NBE Client Participants that wish to support the VBC through NBE participation will need to  perform the following steps:
1/ Establish a user name and password
2/ Fill out  a Client Participant Membership Form ( this form can be found on the Membership Access Page)
3/ Fill out and submit the Financial Needs Questions Form (this form is located on the Client Participant Access page)
4/ Conduct at least two interviews with member of NBE administrative staff to formulate plan to begin to meet financial goals and needs.
5/ Fill out and submit Client Participant New Business Form (this form is located on the Client Participant Access page)
6/ Await to do business with the NBE participating agent/rep once they are assigned your case.

Contact Us

We are happy to take any questions, comments, or feedback. Feel free to respond. Thank You NBE Administration

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