Clients can accept invitations from private placement programs to allow traders to purchase bank instruments, with profits going to large-scale projects. These private placement programs allow high-net individuals to fund projects through these transactions while allowing traders to perform the purchases on the client's behalf. The client never has to pay any upfront fee, although she must move funds into a segregated capital account so the trader can only use this money through the bank. The trader never has direct access to the funds.

Instructions
Send your client information sheet (CIS) and proof of funds (POF) to the private placement platform. The platform must ensure you are not a fraudulent investor with fake assets or have a criminal background. Allow the platform to evaluate the types of assets you possess, such as liquid cash, precious gems and medium term notes (MTN).

Sign the contract after reading all the terms. This closes the deal and allows the trader to perform securities transactions on your behalf. Contact your bank to begin a private placement transaction.

Have the bank segregate certain asset amounts into a capital account, such as $100 million to $1 billion. This process allows for the trader to draw a line of credit used to purchase the banking instruments.

Review the trader's exit buyers as he begins the transactions. Receive profits along a scheduled time frame as profits are directed to humanitarian or commercial real estate projects. Evaluate the status of the projects periodically until the trading period ends. Decide if you want to begin another trade based on the how much progress still needs to be made for the projects.