Mates Invest intends to facilitate a secondary market, allowing investors the ability to sell their investment to other participants over time. As interest rates and bank deposit returns fluctuate, there may be potential for investors to achieve a premium on their investment, depending on prevailing market conditions and demand.
Alternatively, investors may transfer their interest to another party, with Mates Invest assisting where possible to identify a suitable replacement investor. All transfers will need to be authorised by Mates Invest with all necessary compliance and onboarding carried out.
Where an investor exits prior to their agreed term, a break fee (or reduced return) may apply to reflect the early withdrawal and maintain fairness across the investor base.
