Orbita Notes

Investment Agreements

The Investment Agreement for Orbita Notes establishes a legally binding contract between the investor and Orbita Note Series LLC, detailing the specific terms, rights, and obligations governing the investment. This agreement provides transparency, clarity, and accountability, ensuring that both parties understand their commitments throughout the duration of the investment. Below is a detailed breakdown of the key components of the investment agreements for Orbita Notes, such as BTA1, BTA2, and future issuances.

Key Components of the Investment Agreement

1. Principal Amount and Currency

  • Principal Investment:
    • Definition:
      Defines the amount invested by the investor. The principal can vary based on the investor’s purchase, as no strict minimum investment is required (although U1.00 is the preferred minimum).
    • Flexibility:
      Allows investors to tailor their investment amounts according to their financial capacity and investment goals, promoting inclusivity and accessibility.
  • Currency of Investment:
    • Denomination:
      The investment is denominated in Central Ura (URU) but may also be valued in USD for reporting purposes, ensuring consistency across different currencies and jurisdictions.
    • Conversion Options:
      Investors may convert their domestic currency into Central Ura at the time of purchase, facilitating seamless transactions and alignment with the C2C Monetary System.

2. Interest and Compounding Terms

  • Annual Interest Rate:
    • Specification:
      Outlines the interest rate specific to the series (e.g., 6% for BTA1). This interest rate is compounded daily in arrears, meaning that interest accrues daily and is added to the principal for continued compounding growth.
    • Compounding Advantage:
      Enhances the overall returns by allowing interest to generate additional interest, leveraging the power of compounding over time.
  • Payment Frequency:
    • Scheduling:
      Interest payments may be scheduled quarterly, semi-annually, or annually, providing flexibility to investors based on their income preferences.
    • Reinvestment Options:
      Investors have the option to reinvest interest into additional notes or receive payouts in USD, domestic currency, or Central Ura, aligning with their financial strategies.

3. Maturity and Redemption Provisions

  • Maturity Term:
    • Duration:
      The agreement specifies the maturity period, typically 10 years, during which the investment grows through interest compounding.
    • Predictable Timeline:
      Provides investors with a clear investment horizon, facilitating long-term financial planning and stability.
  • Redemption Options:
    • Post-Maturity Redemption:
      Upon maturity, investors have the option to redeem the principal and accrued interest in full, providing liquidity and realization of returns.
    • Roll-Over into New Issuances:
      Alternatively, investors can choose to roll over their investment into new issuances, ensuring continued participation in Orbita Notes without interrupting their investment strategy.
    • Early Redemption Provisions:
      Investors may withdraw funds before maturity, subject to penalty fees or reduced interest accruals as outlined in the terms, balancing flexibility with the integrity of the investment structure.

4. Collateralization and Asset-Backed Security

  • M&A-Backed Collateral:
    • Asset Backing:
      The agreement guarantees that the investment is collateralized by tangible assets, including receivables from mergers and acquisitions (M&A). These assets are managed under the C2C Monetary System framework, ensuring real economic value supports the notes.
    • Security Assurance:
      Provides investors with confidence in the stability and security of their investments, as returns are backed by actual financial assets.
  • Issuer’s Obligation:
    • Central Ura Reserves:
      The issuer (Orbita Note Series LLC) must maintain sufficient Central Ura (URU) reserves and ensure that M&A receivables meet the requirements for asset-backed security, providing a robust foundation for investment stability.
    • Ongoing Management:
      Committed to actively managing the collateral to uphold the value and reliability of the investment, ensuring sustained performance and trust.

5. Payment and Transaction Terms

  • Accepted Payment Methods:
    • Currency Flexibility:
      Payments can be made using Central Ura (URU), USD, or other domestic currencies, with appropriate conversion handled through CUIBs (Central Ura Investment Banks) and partner platforms.
    • Seamless Transactions:
      Ensures that investors can transact in their preferred currency, enhancing convenience and aligning with global financial practices.
  • Payout Currency Options:
    • Post-Maturity Payouts:
      At maturity or redemption, investors can select their preferred currency for payouts, ensuring flexibility and ease of transaction.
    • Customized Disbursements:
      Allows investors to align payout currencies with their financial strategies and market conditions, optimizing their investment outcomes.

6. Compliance and KYC/AML Requirements

  • Know Your Customer (KYC):
    • Verification Process:
      Investors must complete KYC verification as part of the agreement, providing identification documents and evidence of the source of funds. This ensures the legitimacy of the investment and adherence to regulatory standards.
    • Continuous Compliance:
      Ongoing KYC procedures may be required to maintain compliance, ensuring that all investors meet the necessary regulatory criteria throughout the investment period.
  • Anti-Money Laundering (AML):
    • Strict Compliance:
      The agreement includes stringent AML compliance requirements to prevent fraudulent activity and ensure regulatory adherence. Non-compliance may result in account suspension or termination.
    • Monitoring and Reporting:
      Continuous monitoring of transactions and reporting suspicious activities to relevant authorities, safeguarding the integrity of the investment platform.

7. Rights and Obligations of Investors

  • Investor Rights:
    • Access to Information:
      Investors have the right to access portfolio information through the Orbita Notes portal or third-party platforms like StellarTerm, ensuring transparency and informed decision-making.
    • Periodic Reports and Statements:
      Receive periodic reports and statements detailing interest accrual, transactions, and performance, keeping investors informed about their investment status.
    • Transfer or Sale of Notes:
      Investors can transfer or sell their notes on secondary markets or partner platforms, subject to the terms outlined in the agreement, providing liquidity and flexibility in managing investments.
  • Investor Obligations:
    • Maintaining Information Accuracy:
      Investors must maintain up-to-date personal or corporate information and adhere to the terms of the investment agreement, ensuring accurate record-keeping and compliance.
    • Adherence to Terms:
      Compliance with all platform rules and investment terms is mandatory. Non-compliance may impact investment returns or limit access to certain features, emphasizing the importance of understanding and following the agreement.

8. Risk Disclosures and Legal Liability

  • Risk Disclosure:
    • Investment Risks:
      The agreement outlines the key risks associated with the investment, such as market volatility, currency fluctuations, and liquidity risks. Investors acknowledge that returns are not guaranteed and depend on the performance of the underlying assets.
    • Acknowledgment of Risks:
      Investors confirm their understanding of the potential risks and agree to bear them, ensuring informed participation in the investment.
  • Limitations of Liability:
    • Issuer’s Liability:
      The issuer’s liability is limited to the extent allowed by law. The agreement disclaims responsibility for losses resulting from market factors beyond the control of Orbita Note Series LLC, protecting the issuer from unforeseen external impacts.
    • Risk of Loss:
      Investors accept the possibility of losing their investment in full or in part, depending on the performance of the underlying assets, reinforcing the need for careful consideration before investing.

9. Amendments and Termination

  • Amendments to the Agreement:
    • Modification Procedures:
      The agreement may be amended with prior notice to investors if regulatory changes or operational adjustments are required. This ensures that the agreement remains current and compliant with evolving laws and market conditions.
    • Investor Consent:
      Any amendments typically require the consent of both parties, ensuring that investors are informed and agree to any modifications, maintaining mutual understanding and agreement.
  • Termination:
    • Termination Conditions:
      The agreement outlines conditions under which the investment may be terminated prematurely, including issuer insolvency, fraud, or breach of contract by either party.
    • Termination Process:
      Details the procedures for terminating the agreement, including notification requirements and the handling of outstanding obligations, ensuring a clear and orderly termination process.

10. Governing Law and Dispute Resolution

  • Governing Law:
    • Jurisdiction:
      The agreement is governed by the laws of the jurisdiction where the issuer operates (e.g., Ohio or Delaware), ensuring that all legal matters are handled under a defined legal framework.
    • Legal Framework:
      Establishes the legal basis for interpreting and enforcing the agreement, providing clarity and consistency in legal proceedings.
  • Dispute Resolution:
    • Preferred Methods:
      In case of disputes, the agreement encourages arbitration or mediation as the preferred method of resolution before pursuing legal action, promoting efficient and amicable dispute handling.
    • Binding Decisions:
      Arbitration decisions are typically binding, ensuring that disputes are resolved definitively and without prolonged litigation.

Conclusion

The Investment Agreement serves as the foundation of the relationship between investors and Orbita Note Series LLC, providing clarity, security, and accountability. Through this agreement, investors are assured that their investments are governed by transparent terms, robust legal frameworks, and secure asset-backed structures. The agreement emphasizes compliance, risk mitigation, and investor rights, ensuring that all parties involved can engage with confidence in the long-term financial opportunities offered by Orbita Notes.
Investors are encouraged to thoroughly review their investment agreements and consult with financial professionals to ensure that investing in Orbita Notes aligns with their financial goals and risk tolerance. Understanding the key components of the investment agreement is essential for making informed investment decisions and maximizing the potential benefits of participation in the C2C Monetary System.
This content is intended for informational purposes and reflects the principles and structure of Orbita Notes as of 2024. Investors and stakeholders are encouraged to review detailed offerings and consult with financial professionals for personalized advice.
For any additional questions or further assistance, please reach out to our Investor Relations team at investorrelations@bta1.net or visit our website at orbitanote.com.
This page is part of the comprehensive resources provided by Orbita Note Series LLC to ensure transparency and informed decision-making for all investors.
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