Sharing a CIM with others

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July 01, 2023

by a searcher in Orlando, FL, USA

Probably a basic question but wanted to learn what is the recommended action to take if one wanted to share a CIM with an industry expert (or even potential investors)?

Should I get that person to sign the broker's NDA or have one of my own (maybe with a non-circumvention clause)?

Curious to find out what is standard practice. Thanks

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commentor profile
Reply by a searcher
from University of Georgia in Atlanta, GA, USA
I agree with Edward. Most broker NDAs allow you to share the CIM with your advisors, but it's your responsibility that they don't share the information with anyone else. Having the advisor sign your NDA is normal.
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Reply by a professional
from University of Houston in Houston, Texas 77002, États-Unis
Have your own NDA. Protect yourself.
There's no problem with sharing the CIM, just be thoughtful about how you do it and know who you're sharing it with.
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