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securities Please a
Please Read Before Proceeding
U.S securities laws require that we develop substantive relationships with our investors prior to discussing investment opportunities with them in order to determine whether investors are sufficiently sophisticated and which investments are suitable for them. The following questionnaire is intended to start the process of getting to know you a little better. Any information you provide here will be kept in strict confidence.
Are You an Accredited Investor?
Yes
No
Not Sure
Are you an individual with a net worth or joint net worth with a spouse or spousal equivalent of at least $1 million, not including the value of your primary residence?
Yes
No
Are you an individual with income exceeding $200,000 in each of the two most recent calendar years or joint income with a spouse or spousal equivalent exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year?
Yes
No
Are you an SEC-registered broker-dealer, SEC- or state-registered investment adviser, or exempt reporting adviser, or an individual holding in good standing any of the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82)?
Yes
No
Are you a bank, savings and loan association, insurance company, registered investment company, business development company, or small business investment company or rural business investment company?
Yes
No
What types of investments do you have? (Check all that apply)
Stocks
Bonds
Roth
Retirement Funds
Gold/Silver
Bitcoin/Crypto
Self-Directed IRA or EQRP
Other
Other
What are your primary investment objectives? (Check all that apply)
Preservation of Wealth
Tax Savings
Cash Flow
Equity Growth
Asset Protection
What types of investments are you interested in? (Check all that apply)
Real Estate Investing
Real Estate Development Projects
Multi-Family Apartments
Industrial Warehouse Space
Commercial Office Space
Oil and Gas
Clean Energy
Apartments
Cryptocurrency or Crypto Mining
Single Family Homes
Self-Storage
Other
Other
Investment Term (Check all that you would consider)
1 Year or Less
1 to 5 Years
6 to 10 Years
11 to 20 Years
> 20 Years
Have you previously connected with anyone from our Edge West team? If so, please let us know who.
Please feel free to add any other considerations you feel would be relevant to establishing your suitability for private placement investments, including other education, business or financial experiences, investment considerations, financial situations, training (including seminars, contenting education, etc) or professional licenses and certifications.
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