Hedge Fund Subscription Procedure Page 15
ADVERTISEMENT
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23Appendix A
Accredited Investor Profile*
Investor Profile
Spousal Profile
(Circle)
Name:
Single
married
divorced
separated
Birthdate
Citizenship (list all)
Birthdate
Citizenship(list all)
Occupation
Occupation
Employer name
Type of business
Employer name
Type of business
Years
with
Net Income in recent 12 months
Years
with
Net Income in recent 12 months
employer
(before taxes)
Employer
(before taxes)
Net Income in prior 12 months
Net Income in prior 12 months
(before taxes)
(before taxes)
Primary residence estimated value (only where
Secondary properties estimated value (must be
owned)
owned)
Estimated NET combined financial assets (cash
Estimated NET combined fixed assets (fixed &
+ insurance contract +securities – loans against
long term assets - loan against fixed assets)
financial assets)
*The information in this form is to be completed in respect of the beneficial owners of the account in which the pooled
funds will be held, regardless of whether held under a discretionary managed account, a Trust or other entity.
vi
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial