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Product:
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Rare U.S. coins certified by the Professional Coin Grading Service (PCGS) or the Numismatic Guaranty
Corporation (NGC).
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Investment Objective:
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Long term tax-deferred capital appreciation, portfolio diversification and hedge against inflation.
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Eligible Arrangements:
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Individual (non-qualified) purchases.
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Purchase Payments:
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Initial minimum $5000. Additional minimums $2,500. All transactions are in U.S. funds. Payments
can be made by cheque drawn on Canadian banks with amount indicating U.S. funds. The issuing bank would then
execute the transaction at the prevailing rate at the time the cheque is cleared.
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Pricing:
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Based on independently published industry sources, including The Certified Coin Dealer Newsletter, The
Coin Dealer Newsletter and other pricing sources.
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Delivery:
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All coins are sent registered, insured U.S. mail and are encased in protective holders for long term storage.
Portfolios delivered within 4 weeks of receipt of funds, depending on province. Canadian residents have option
for storage in U.S.
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Client Reporting:
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Portfolio evaluations are performed annually upon request. Quarterly, semi-annual evaluations also available.
Account status is available weekly.
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Liquidation:
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Options include direct purchase or public auction. Direct purchase checks are mailed within 5 days of receipt
of coins and client's acceptance of offer. Auction proceeds are mailed from 14 days to 45 days after date of
sale depending on type of auction. All proceeds are in U.S. funds.
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Company Data:
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U.S. Tangible Investment Corporation has dealt exclusively with financial advisors and their clients since 1978.
Key principal and corporate memberships and affiliations include: International Association of Registered Financial
Consultants (IARFC), Financial Planning Association (FPA), Society of Finacial Services Professionals (SFSP), American Numismatic Association (ANA), Professional Numismatic Guild (PNG), PCGS and
NGC. U.S. Tangible is independently audited by KPMG Peat Marwick. Our auction affiliate, Heritage Numismatic
Auctions, conducts at least 10 auctions a year and has been selected to conduct almost every official American
Numismatic Association auctions every year since 1980.
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Tax Information:
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Information regarding capital gains (or losses) are solely the responsibility of the client to report to Canada Customs and Revenue Agency.
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