Accredited Investor Questionnaire

Before you create your account, please provide your accredited investor details.

Investor Information

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.

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