Investment Services
Shell Point (SP) Agreements
- Open to all C&MA official workers.
- Purpose is to supplement the Founder’s Gift for entrance to either Shell Point in Fort Myers, Florida or the Alliance Community for Retirement Living in Deland, FL.
- Minimum of $500/Maximum of $1,500 new investment is eligible for matching by SP each year.
- Minimum match of 25%.
If you are interested in opening a Shell Point Agreement, please contact ADF for the application forms and offering circular.
To learn more about Shell Point click here.
PDF Download:
Shell Point Agreement Regulations
(Requires Adobe Acrobat)
THIS IS NOT AN OFFERING TO SELL THE SECURITIES OF THE ALLIANCE DEVELOPMENT FUND, INC. NOR CONSTITUTE SOLICITATION OF AN OFFER TO BUY. THERE SHALL NOT BE ANY SALE OF THESE SECURITIES IN ANY STATE IN WHICH SUCH OFFER, SOLICITATION, OR SALE IS NOT AUTHORIZED. THE OFFERING IS MADE ONLY BY THE OFFERING CIRCULAR, COPIES OF WHICH MAY BE OBTAINED BY WRITING TO THE ALLIANCE DEVELOPMENT FUND, INC., P.O. BOX 63419, COLORADO SPRINGS, CO 80962-3419.
PLEASE REMEMBER THAT PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. INVESTMENTS ARE NOT INSURED BY THE SECURITIES INVESTOR PROTECTION CORPORATION (SIPC), THE FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC), OR ANY STATE OR FEDERALLY REGULATED GOVERNMENTAL AGENCY.
SECURITIES WILL BE OFFERED AND SOLD ONLY TO OR FOR THE BENEFIT OF PERSONS OR LEGAL ENTITIES OF THE CHRISTIAN AND MISSIONARY ALLIANCE (THE “C&MA”), WHO, AT THE TIME OF RECEIVING AN OFFERING CIRCULAR AND PURCHASE APPLICATION AND AGREEMENT, ARE MEMBERS OF, CONSTITUENTS OF, CONTRIBUTORS TO, OR PARTICIPANTS IN THE C&MA, ADF OR IN ANY CHURCH AND/OR THEIR ORGANIZATIONS, OR IN ANY PROGRAM, ACTIVITY OR ORGANIZATION WHICH CONSTITUTES A PART OF THE C&MA DENOMINATION OR ADF OR IN OTHER RELIGIOUS ORGANIZATIONS THAT HAVE A PROGRAMMATIC RELATIONSHIP WITH THE C&MA OR ADF OR WHO ARE ANCESTORS AND DESCENDANTS OF SUCH PERSONS. IN ADDITION, CERTIFICATES AND RETIREMENT AGREEMENTS MAY BE SOLD TO IRAS AND 403(B) ACCOUNTS ESTABLISHED FOR THE BENEFIT OF SUCH PERSONS.