Offeree Suitability Questionnaire

ADVERTISEMENT

CONFIDENTIAL
CONFIDENTIAL
TDL CAPITAL Investments LLC.
Managing Member
OFFEREE SUITABILITY QUESTIONNAIRE
Instructions: This Questionnaire should be completed by each party interested in identifying
themselves as either ACCREDITED or NON ACCREDITED potential Investors. Please
complete, sign, date and return one copy of this Questionnaire to the
Company or its authorized representative.
PLEASE PRINT
Name
Phone:
Email:
________________________________________________________________________
Address
________________________________________________________________________
City________________________________ State__________Zip______________
Occupation
________________________________________________________________________
Business Address
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
1. Set forth in the space provided below the state(s) in which you have maintained your
Principal residence during the past two years and the dates during which you resided in each
state.
________________________________________________________________________
________________________________________________________________________
2. Do you maintain a house or apartment in any other state? If yes, in which state(s)?
________________________________________________________________________
________________________________________________________________________
3. In which state, if any, do you pay state income taxes?
________________________________________________________________________
4. What is your present age?
Under 21____; 21-30_____; 31-40____; 41-50_____; 51-64____; Over 64____.

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Financial
Go
Page of 2