Name
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First Name
Last Name
Company/organization name
Industry
Position/title
Address
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Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Email Address
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Preferred phone number
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(###)
###
####
Secondary phone number
(###)
###
####
What are your hobbies and interests?
What is the size of your investment portfolio?
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How much do you have invested in different types of asset classes?
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What is your typical investment size?
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What are your investing objectives?
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Do you currently invest in any hedge funds?
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Yes
No
I don't know
If yes, how many hedge funds do you currently invest in?
If yes, what is the size of your hedge fund portfolio?
Are you a "qualified client", as defined by Rule 205-3 of the Investment Advisers Act of 1940? (See criteria below.)
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Yes
No
I don't know
If yes, please check all of the criteria that apply:
A natural person who has individual net worth, or who has joint net worth with his/her spouse, that exceeds $2 million as of this date, not counting the value of his/her primary residence.
A natural person who plans to invest $1 million or more in this fund.
An entity owned entirely by accredited investors, in which each of the entity’s owners has a net worth that exceeds $2 million, not counting the value of his/her primary residence.
Are you an accredited investor, as defined by Rule 501(a) of Regulation D? (See criteria below.)
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Yes
No
I don't know
If yes, please check all of the criteria that apply:
A natural person who has individual net worth, or who has joint net worth with his/her spouse, that exceeds $1 million as of this date, not counting the value of his/her primary residence.
A natural person who has individual income in excess of $200,000, or who has joint income with his/her spouse in excess of $300,000, for each of the two most recent years. For the current year, that person has a reasonable expectation of individual income in excess of $200,000, or of joint income with his/her spouse in excess of $300,000.
A business in which all the equity owners are accredited investors.
A bank, insurance company, registered investment company, business development company, or small business investment company.
A trust with assets in excess of $5 million, not formed to acquire the securities offered, whose purchases a sophisticated person makes.
A charitable organization, charitable corporation, or charitable partnership with assets in excess of $5 million.
An employee benefit plan, within the meaning of the Employee Retirement Income Security Act, if a bank, an insurance company, or a registered investment advisor makes the investment decisions, or if the plan has total assets in excess of $5 million.