Invest With Confidence at Edge West

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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

Are you currently investing?

Yes
No

What types of investments do you have? (Check all that apply)

Other

do and value

What are your primary investment objectives? (Check all that apply)

What types of investments are you interested in? (Check all that apply)

Other

Investment Term (Check all that you would consider)

Do you already have a relationship and/or have you already spoken with anyone on our Edge West team? If so, 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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