EPP Highlights

• Qualifying branches receive a free grant of Equity Participation (EPP) units, in classes with maturities of 5 and 15 years.
• Upon maturity, the Branch Manager or Rep/Advisor will receive a check for the value of the units.
• Alternatively, if the company is sold prior to the maturity date, the appropriate compensation based on that liquidity event will be paid.

Naturally, the long-term benefit of EPP for a Rep/Advisor will depend on many variables. If Cambridge succeeds as it has in the past, EPP could provide a very substantial payoff.