HOME
Sign up
Try For Free
Sign up / Sign in
Speak to Sales
Book a Briefing
Accredited Investor Questionnaire
Before you create your account, please provide your accredited investor details.
Investor Information
Investor Type (check one)
Individual
Joint (Spouse)
Corporation/LLC
Trust
Other
Accredited Investor Status (check one)
Please check the category that applies:
Individuals
I have an individual income exceeding $200,000 in each of the two most recent years (or $300,000 joint with spouse) and expect the same this year.
I have a net worth, individually or jointly with my spouse, exceeding $1,000,000 (excluding the value of my primary residence).
I hold a Series 7, Series 65, or Series 82 license in good standing.
Entities
The entity has total assets over $5,000,000 and was not formed solely for the purpose of this investment.
All equity owners of the entity are Accredited Investors.
The entity is a bank, insurance company, registered investment company, business development company, or small business investment company.
The entity is a trust with assets exceeding $5,000,000, directed by a person with sufficient knowledge and experience in financial matters.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
