Instructions
PLEASE ANSWER EACH OF THE FOLLOWING QUESTIONS. If you do not do so, we can not serve you the requested information.
We will, subject to a number of exceptions, keep the information you provide in response to the following questions confidential. Click here to see more information about our privacy policy.
General Information
Please supply the following general information about yourself or the organization that you represent.
Accredited Investor Status—Individual Investors
Financial Information
Please answer each of the following questions in U.S. dollars.
Your Net Worth
For the purpose of this question, "net worth" includes the estimated fair market value of your assets, including your residence, net of the amount of your debt, including any debt secured by your assets.
Your Income
For the purpose of these questions, "income" includes salary, bonuses and other earned income, as well as other types of income, such as dividends, interest, rents, and royalties.
Last year: Year before last:
Representations
I hereby represent that all the information supplied herein is true, correct and complete as of the date hereof. If I am granted any information (the "Information") I agree (1) to notify you immediately of any material change in the foregoing answers and (2) not to provide the said Information to anyone other than my spouse, lawyers, accountants or other professional advisers. I acknowledge that you do not provide me with investment advice.
I hereby represent that all the information supplied herein is true, correct and complete as of the date hereof. I hereby represent that I am authorized by the organization on whose behalf I am acting (the "Organization") to request information (the "Information"). I agree on behalf of the Organization (1) to notify you immediately of any material change in the foregoing answers and (2) not to share the Information with anyone other than the Organization's lawyers, accountants or other professional advisers. I acknowledge that you do not provide me or the Organization with investment advice.